Free hiring template

Resume screening rubric and recruiter intake template

Start with an explicit hiring-manager intake, then copy a practical rubric with weighted criteria, evidence rules, red flags, and human review prompts.

Blank screening rubric

Replace the bracketed prompts with evidence for your role.

CriterionTypeWeightEvidence ruleReview action
[Essential role requirement]Must-haveRequired[What clear CV evidence looks like]Review if missing; do not assume no
[Most important experience]Criterion40%[Relevant ownership, scope, or result]Increase confidence
[Second priority]Criterion30%[Comparable work or transferable evidence]Increase confidence
[Working-style signal]Soft criterion20%[Communication or collaboration evidence]Discuss at interview
[Useful extra experience]Nice-to-have10%[Helpful but non-essential evidence]Use as a differentiator
[Role-specific concern]Red flagReview[What should trigger closer review]Ask a follow-up question

Start before screening

Make the hiring-manager intake explicit

A clear intake prevents the rubric from turning unstated preferences into hidden filters. Agree these prompts before reviewing a candidate pool.

01

Screening decision

What should the first pass decide?

Which candidates deserve closer human review?

02

True must-haves

Which requirements genuinely exclude someone from this role?

Keep this list short and tied to the work they will do.

03

Preferences

What improves fit without becoming an automatic gate?

Domain, tooling, or sector experience can be a differentiator.

04

Evidence standard

What would credible CV evidence look like?

Named ownership, scope, outcomes, or comparable work.

05

Missing evidence

What should happen when the CV is silent?

Mark it unknown and ask one targeted follow-up question.

06

Review safeguards

Who reviews borderline cases and how?

Record the reviewer, override reason, and rubric version.

From intake brief to reviewable rubric

Start with the screening decision

Write down what the first pass must decide, such as which candidates deserve closer human review.

Separate essentials from preferences

Keep genuine must-haves short, then distinguish helpful experience from criteria that should actually gate the process.

Describe acceptable evidence

State what credible CV evidence looks like so every candidate is assessed against the same standard.

Define what missing means

Decide whether silent evidence should stay unknown, trigger a follow-up question, or require a human review.

Add review safeguards

Use soft criteria and red flags to create interview questions or human checks, not automatic rejection rules.

Completed example for a customer success role

This example keeps genuine essentials separate from weighted evidence, which leaves room for transferable experience.

CriterionTypeWeightEvidence rule
B2B SaaS customer successMust-haveRequiredNamed customer success, account management, or implementation role
Renewal or expansion ownershipCriterion40%Renewal targets, commercial ownership, or expansion results
Customer portfolio managementCriterion30%Portfolio size, segment ownership, or book of business
Cross-functional collaborationSoft criterion20%Work with product, support, sales, or implementation teams
Customer health toolingNice-to-have10%Gainsight, Planhat, Vitally, HubSpot, or comparable tooling

Keep human judgement in the process

A rubric improves consistency. It should not turn uncertain CV evidence into an automatic hiring decision.

Role-related

Every criterion connects to work the person will do.

Evidence-based

The CV can reasonably contain the evidence you request.

Consistent

Every candidate is assessed against the same standard.

Reviewable

A person can explain how the criterion affected the outcome.

Turn the rubric into an explainable shortlist

Marxel builds reviewable criteria from your hiring brief, then evaluates each candidate against the version you approve.

Frequently asked questions

What is a resume screening rubric?

A resume screening rubric is a structured set of must-haves, weighted criteria, soft criteria, red flags, and evidence rules used to review candidates consistently before interviews.

How many criteria should a screening rubric include?

Most first-pass rubrics work best with a short must-have list and four to seven weighted criteria. More detail can make evidence harder to apply consistently.

What should happen when a CV does not mention a criterion?

Treat absence as unknown unless the requirement is explicitly confirmed as a must-have and the process has a documented review rule. Ask a focused follow-up or route the candidate to human review instead of silently converting missing evidence into a no.

Should red flags automatically reject candidates?

Usually not. A red flag should trigger closer human review or a follow-up question unless it represents a confirmed legal or role requirement.

Can this template be used for CV screening?

Yes. Resume screening and CV screening describe the same first-pass evaluation workflow in many markets. The template works for either term.