Lab 1
Hire a field technician with the AI funnel
Scenario
Acme Services opens a field technician role (the hire budgeted for April). Nineteen applications arrive. You are Jordan, the HR admin; Luis (ops manager) is the hiring manager. Candidate Maria Torres will be your eventual hire.
Steps
- 1
Create the role with screening criteria: 2+ years field service experience, valid driver’s license, customer-facing communication, HVAC familiarity (nice-to-have). Minimum score to advance: 3 of 5.
Expected: The role exists with four written criteria and a threshold.
- 2
Run screening across the 19 candidates.
Expected: Each gets a score with reasoning; roughly 6 clear the threshold with "advance" recommendations, the rest show named shortfalls.
- 3
Review the near-misses (scores just under 3) as a human before accepting the cut.
Expected: You promote one borderline candidate whose resume undersold verifiable experience - the human override is the point.
- 4
Preview the AI interview questions for the role, adjust one to add a scheduling-conflict scenario, then create sessions for the 7 advancing candidates.
Expected: Candidates complete sessions on their own time; results arrive with transcripts and per-question scores.
- 5
Review Maria Torres’s transcript - read her top and bottom scored answers in full - and advance her plus two others to the human loop with Luis.
Expected: Interview records show session scores, your review notes, and the advance decision under your name.
- 6
After Luis’s interviews (with copilot follow-up suggestions and insights recorded) and a reference check, record the hire decision for Maria and convert her to onboarding.
Expected: Maria’s candidate record becomes an employee record with onboarding started - no data re-entered.
Checkpoints - you got it right if…
- Screening criteria were written and job-related before any candidate was scored
- At least one borderline candidate was human-reviewed rather than auto-cut
- An AI interview transcript was read in part, not just its summary
- The hire decision is recorded with a named human, and Maria’s onboarding started without re-keying