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Phone Screening Form Template

Streamline Your Hiring Process with an Efficient Phone Screening

Finding the right candidate can be challenging, especially when time is limited. This phone screening form template helps you effectively assess applicants before in-person interviews, saving you time and resources. With this template, you can gather essential candidate information, filter out unqualified applicants, and ensure a smoother interview process, all while maintaining compliance with data privacy standards. Ready to streamline your hiring process with this customizable template?

Use this Template (FREE) Live Preview
Full name
Email address
Phone number
Position you are applying for
Your time zone (e.g., PST, GMT+1)
Years of relevant experience
Less than 1 year
1-2 years
3-5 years
6-9 years
10+ years
Not applicable
Work authorization status
Authorized; no sponsorship needed
Requires sponsorship now or in the future
Not sure
Not applicable
Earliest start date
Current employment status
Employed full-time
Employed part-time
Self-employed
Contractor
Student
Unemployed
Prefer not to say
Preferred time windows for a 15-30 minute phone screen
Morning (8-11am)
Midday (11am-2pm)
Afternoon (2-5pm)
Evening (5-8pm)
Any time
I will specify alternative times via email
Salary expectations (please include currency and range)
Work setting preference
On-site
Hybrid
Remote
No preference
Resume/CV link (URL)
Anything else you would like us to know
I consent to be contacted about this application using the details I have provided
Strongly disagree
Disagree
Neither
Agree
Strongly agree
Type your full name as an electronic signature
Date of acknowledgment
Do you consent to a brief recorded call for note-taking purposes?
Yes
No
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Paper art illustration highlighting a phone screening form template for FormCreatorAI article

When to use this form

Use this template for first-round calls to quickly confirm fit before scheduling interviews. Recruiters and hiring managers can run the same short call across many applicants and keep a clean record of answers. It is ideal when you must verify basics such as experience, core skills, location, pay range, and start date without a long meeting. Use it to triage high-volume roles, agency submissions, and internal transfers. After the call, capture details in the Interview notes form and share a summary with the team using the Candidate evaluation form. The result: faster decisions, fewer back-and-forth emails, and a consistent, fair process.

Must Ask Phone Screening Questions

  1. What interests you most about this role and our company?

    Motivation and research show up in this answer. It helps you gauge long-term fit and reduce drop-off later.

  2. Can you briefly walk me through your most relevant recent experience for this role?

    This maps their background to your must-have criteria. You can quickly decide whether to move them forward.

  3. Which core skills and tools do you use for the key responsibilities, and at what level?

    This verifies depth, not just titles. Score the response consistently with the Interview scorecard form.

  4. What are your compensation expectations and earliest possible start date?

    Early alignment prevents surprises and renegotiation later. It keeps the process fair for both sides.

  5. Do you have any constraints around work authorization, schedule, or location/time zone?

    Basic logistics and compliance can be blockers; confirm now. This saves everyone time and avoids late-stage delays.

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