How to Screen Resumes with AI

A step-by-step visual guide to screening CVs efficiently with CVShelf

Start with a job description and candidate resumes in PDF, DOC, or DOCX format. CVShelf extracts job-relevant evidence, scores candidates against your criteria, and explains the ranking so your team can review the shortlist.

Step 1

Open Screen CVs

In the CVShelf sidebar, click Screen CVs to open the screening workflow. The first screen starts a new job and shows the Job Details form.

CVShelf Screen CVs navigation and new job screen

Step 2

Enter the job title

Click the Job Title field labeled Enter job title and enter the role you want to screen.

CVShelf job title field

Step 3

Open the job description field

Click the Enter detailed job description field below the job title so you can add the role requirements.

CVShelf detailed job description field

Step 4

Paste the job requirements

Paste the role requirements into the job description field. Include the skills, experience, and qualifications recruiters should use during screening.

CVShelf job description populated with role requirements

Step 5

Create the job

After entering the job title and detailed job description, click Create Job to save the job and continue to the Upload CVs screen.

CVShelf Create Job button

Step 6

Open the CV upload area

On Upload CVs, choose Advanced AI, then click the drag-and-drop area or the file selector. The screen accepts PDF and TXT files up to 2MB.

CVShelf CV upload area with Advanced AI selected

Step 7

Upload all candidate CVs

Upload the candidate files and confirm that each CV appears in the file list. The upload screen shows each filename, size, and a remove control.

CVShelf uploaded CV list

Step 8

Process the CVs one by one

When all files are listed, click Process One By One to start processing. Process Multiple Together is disabled in this example.

CVShelf Process One By One button

Step 9

Wait for processing to finish

CVShelf processes the uploaded CVs in the background. The Processing CVs panel shows progress, the total file count, and when new results will appear; reload the page to see the latest results.

CVShelf CV processing progress panel

Step 10

Review the screening report

Open a processed candidate report to review the match score, matching and missing skills, strengths, education summary, career summary, and overall feedback.

CVShelf candidate screening report with match score and summaries

Step 11

Open display settings

On the completed job, click the gear icon beside the created date to open Display Settings.

CVShelf completed job gear icon

Step 12

Choose report sections

Use Display Settings to show or hide matching skills, missing skills, strengths, areas for improvement, overall feedback, education summary, career summary, and salary information. When ready, choose Download Report or Add More CVs.

CVShelf Display Settings dialog

Step 13

Download the report

In Display Settings, click Download Report to export the configured candidate report.

CVShelf Download Report button