How to Set Up an AI Phone Screening Process with JazzHR in 30 Minutes

As of February 2026, organizations are increasingly recognizing the efficiency and effectiveness of AI phone screening in their hiring processes. In fact, companies utilizing AI-driven solutions have reported a screening time reduction of up to 75%, with candidates completing initial assessments in less than 12 minutes on average. Integrating AI phone screening with JazzHR not only streamlines recruitment but also enhances the candidate experience. This guide will provide you with a straightforward process to set up AI phone screening in just 30 minutes.

Prerequisites for Setting Up AI Phone Screening

Before diving into the setup, ensure you have the following essentials:

1. JazzHR Account: You need an active JazzHR subscription. If you don’t have one, the pricing tiers typically range from $39/month for the basic plan to $399/month for the enterprise-level plan.
2. Admin Access: Ensure you have administrative rights within your JazzHR account to make the necessary configurations.
3. Time Estimate: Allocate approximately 30 minutes for the setup process.

Step-by-Step Setup for AI Phone Screening

Step 1: Log into Your JazzHR Account

Begin by logging into your JazzHR account. Ensure that you have access to the dashboard where you can manage your job postings and candidate workflows.

What You Should See: The main dashboard displaying job listings and candidate statuses.

Step 2: Navigate to the Screening Settings

From the dashboard, go to the Settings option located in the sidebar. Under the Screening section, select Phone Screening.

Expected Outcome: Access to the phone screening configuration page.

Step 3: Configure Your AI Phone Screening Questions

On the phone screening configuration page, you can set up the questions that the AI will ask candidates. JazzHR allows you to create custom questions tailored to your specific job requirements.

What You Should See: A list of question templates and options to add custom questions.

Step 4: Set Up Screening Logic

Decide on the screening logic that will determine how candidates progress based on their responses. You can set parameters for scoring answers and define thresholds for moving candidates to the next stage.

Expected Outcome: A clear framework for candidate evaluation based on their phone screening responses.

Step 5: Integrate with Your ATS

JazzHR integrates smoothly with various ATS systems. Ensure that your ATS is connected to JazzHR to facilitate the flow of candidate data.

Expected Outcome: Confirmed integration with your ATS, allowing for seamless data transfer.

Step 6: Test the AI Phone Screening Process

Run a test screening to ensure everything is functioning as expected. This step is crucial for identifying any issues before launching it for actual candidates.

What You Should See: A completed test screening with a summary of results.

Step 7: Launch the AI Phone Screening

Once testing is complete and adjustments are made, you can officially launch your AI phone screening process. Notify your team about the new screening method and provide them with guidelines on how to interpret the results.

Expected Outcome: AI phone screening is live and ready for candidate assessments.

Troubleshooting Common Issues

1. Issue: Candidates report not receiving screening calls. Solution: Double-check the phone numbers entered in the candidate profiles.

2. Issue: AI does not recognize candidate responses. Solution: Ensure questions are clear and free of jargon that may confuse candidates.

3. Issue: Integration issues with ATS. Solution: Review integration settings and confirm API keys are correctly configured.

4. Issue: Low candidate completion rates. Solution: Analyze the screening process for length and complexity; simplify questions if needed.

5. Issue: Inaccurate scoring of responses. Solution: Revisit scoring criteria and adjust based on candidate performance metrics.

Timeline for Completion

Most teams complete the setup of the AI phone screening process in under 30 minutes, provided they have all prerequisites in place.

Conclusion: Key Takeaways

1. Streamlined Process: Setting up AI phone screening with JazzHR can be completed in just 30 minutes, significantly reducing time-to-hire.
2. Customizable Questions: Tailor the screening process to align with your specific hiring needs, ensuring relevant candidate assessments.
3. Integration is Key: Leverage JazzHR’s integrations with your ATS to enhance the efficiency of your recruitment workflow.
4. Test Thoroughly: Always run a test screening to identify potential issues before launching the process for real candidates.
5. Monitor and Adjust: Continuously analyze candidate feedback and screening results to refine your approach and improve completion rates.