> ## Documentation Index
> Fetch the complete documentation index at: https://support.metaview.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Screening Setup

> Configure Screening with your ATS, including stages, invitation emails, deadlines, and team access.

This page covers the setup and configuration needed to get Screening working with your ATS, including stages, invitation emails, deadlines, and team access. For an overview of how Screening works, see [Screening Overview](/screening/overview).

## ATS Setup

Screening pulls candidates from your connected ATS and pushes decisions back.

<Accordion title="List of currently supported ATS providers for Screening">
  * Abacus Umantis
  * Ashby
  * BambooHR
  * Breezy HR
  * Bullhorn
  * Crelate
  * Dayforce
  * Eploy
  * Gem
  * Greenhouse
  * iCIMS
  * JobAdder
  * Jobvite
  * Kula
  * Lever
  * Loxo
  * Manatal
  * Oracle Recruiting Cloud
  * Pinpoint
  * Recruit CRM
  * Recruitee
  * Recruiterflow
  * SAP SuccessFactors
  * SmartRecruiters
  * Spark Hire Recruit
  * Teamtailor
  * TrackerRMS
  * UKG Pro
  * Workable
  * Workday
  * Zoho Recruit

  For Crelate and Workday, screening decisions are recorded in Metaview but not pushed back to the ATS.
</Accordion>

When you create a screen, you configure:

* **Import stage**: the pipeline stage candidates are imported from. Anyone in this stage appears in the screen's `Unenrolled` tab, ready for you to enroll. Nobody is contacted until you enroll them.
* **Progressed stage**: where candidates move in your ATS when you progress them.
* **Rejected stage**: where candidates move in your ATS when you reject them.
* **Rejection email template** and **default rejection reason**: used when candidates are rejected. Email templates come straight from your ATS, and you can override both on individual rejections.

Each stage on a role can only feed one active screen, so if a stage is unavailable during setup, another screen on that role is already using it.

To change these settings later, click the `…` menu next to the screen and select `Edit`. From there you can rename the screen and update the progressed stage, rejected stage, rejection reason, and rejection email template.

<Info>
  Metaview also keeps your ATS up to date as candidates move through screening: a note is posted to the candidate's profile when their interview is evaluated and when a decision is made, and every invitation email is logged against their record.
</Info>

## Invitation Emails

Enrolled candidates receive an invitation email with a personal link to their interview. You configure it in the screen's `Outreach` tab:

* **Subject and message**: fully editable, with variables for things like the candidate's first name, the job title, your company, and the deadline.
* **Branding**: upload your logo to replace the Metaview logo at the top of every email and on the candidate's welcome screen.
* **Cc / Bcc**: copy your team on every email sent to candidates.
* **Opt-out link**: optionally add an `Opt out` link to the email footer so candidates can decline AI screening. Opted-out candidates receive no further emails. Some jurisdictions give candidates the right to opt out of AI-assisted processing, so we recommend enabling it — see [Screening Best Practices](/account-management/privacy-and-security/ai-best-practices-screening).

By default, emails are sent by Metaview on your behalf and appear as coming from your company's hiring team. Use `Send test email` to receive the invitation yourself and check it reads the way you want.

<Tip>
  A short heads-up email from your own address before the invitation lands can meaningfully increase completion rates. The `Outreach` tab includes a suggested subject and message you can copy into your ATS.
</Tip>

## Deadlines and Reminders

The `Scheduling & deadline` card controls the timing of everything the candidate receives:

* **Send invitation**: immediately when a candidate is enrolled, or after a delay of 1 to 14 days.
* **Deadline to complete**: how long candidates have to finish the interview, from 1 to 14 days after the invitation, or no deadline at all.

Reminders are handled for you based on the deadline: candidates get a nudge partway through the window and a final reminder shortly before the deadline. If you set no deadline, candidates receive a single invitation and no reminders.

You can also turn on **Reject at deadline** to automatically reject candidates who haven't completed their interview in time, using the rejection reason and email template you choose. This is off by default, and it's the only automatic action in Screening — triggered by the deadline, never by a rating.

## Interview Language and Voice

Each screen has one interview language, and the interviewer conducts the whole conversation in it. Pick the language and the interviewer's voice in the `Setup` card of the interview builder, and use `Sample` to hear a voice before committing. A wide range of languages is supported, including English (US and UK), Spanish, French, German, Portuguese, Hindi, Japanese, and Chinese.

## Permissions and Sharing

Who can see a screen depends on your role in Metaview and your ATS:

| Role                         | Access level                                                                |
| ---------------------------- | --------------------------------------------------------------------------- |
| **Metaview workspace admin** | Can access all screens across all roles.                                    |
| **Hiring team member**       | Can access screens for roles where they are on the hiring team in your ATS. |
| **Other users**              | No access unless a screen is shared with them.                              |

Screens can also be shared directly. Click `Share` on a screen to invite specific teammates or generate a link, with access limited to invited people, anyone in your organization, or anyone with the link.

<Note>
  Whoever created the screen receives an email each time a candidate's interview is assessed, with the rating and a summary. Teammates with access to the screen don't receive these emails — they can check results in the app.
</Note>

***

## Troubleshooting

<AccordionGroup>
  <Accordion title="A candidate didn't receive their invitation">
    Check the candidate's `Outreach` column first: `Not invited` means they haven't been enrolled yet, or the invitation is scheduled to send after a delay. If they show as `Invited`, the `Opened` column tells you whether they've opened the email or their link. Candidates who opted out of AI screening receive no emails. If none of this explains it, ask the candidate to check spam, or copy their personal invite link from the `…` menu and send it to them directly.
  </Accordion>

  <Accordion title="The rejection email came from the wrong person">
    The sender is determined by your ATS, not by Metaview. In Greenhouse, update the sender in the rejection email template settings. In Ashby, rejections are sent from the system no-reply address and cannot be changed from within Metaview.
  </Accordion>

  <Accordion title="I edited the interview but candidates are seeing the old version">
    Edits to the interview plan, outreach emails, and candidate experience save as a draft. Candidates keep taking the currently published version until you click `Publish` again.
  </Accordion>

  <Accordion title="A candidate's invite link has expired">
    Invite links stop accepting new starts once the deadline has passed. Candidates who already started can still open their link to resume. If you'd like a candidate to still take the interview, extend or remove the deadline in the `Outreach` tab and publish the change — their link starts working again.
  </Accordion>
</AccordionGroup>