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    Free template · Updated 1 October 2026

    Phone screening questions: 30 questions and a free template

    The short answer

    A phone screen is a short call, usually 15 to 30 minutes, that checks whether an applicant meets the must-have requirements before anyone spends time on a full interview. Ask every candidate for the role the same questions in the same order: why they applied, the experience the role needs, logistics such as notice period, location and pay expectations, and what they want to ask you. Note the evidence for each must-have while you listen, and decide on the must-haves only.

    All 30 questions as a call sheet, with why you ask each one, what a strong answer shows, a follow-up, a Yes / No / Unsure column for must-haves and space for notes. Free to download and adapt; no sign-up needed.

    When to use it

    When to use these questions

    Use a phone screen when a role attracts more applicants than you can interview and a few requirements decide most of the outcome: a licence, a shift pattern, a location, a pay range, a notice period. Fifteen to twenty minutes is enough to check those and to hear how the candidate talks about their own work.

    For an agency, the screen also protects the client relationship: it confirms the candidate wants this role, agrees to be put forward and has not already been submitted to the same client by someone else. Pick 8 to 12 of the questions below for any one call. Ask all of the logistics questions, then the experience questions that map to the role’s must-haves.

    30 questions

    30 phone screening questions, in call order

    Grouped in the order a call usually runs. Each question has the reason to ask it and what a strong answer shows, so two recruiters screening the same role judge it the same way.

    Motivation and interest

    Open with why they applied. It sets a conversational tone and tells you early whether the role matches what they want.

    1. Question 1: What made you apply for this role?

      Why ask it:
      Separates a considered application from a bulk one.
      A strong answer shows:
      Reasons tied to the work, the team or the next step in their career, not only pay or a job title.
      Follow-up:
      What stood out in the job description?
    2. Question 2: What do you know about the business and the role so far?

      Why ask it:
      Shows preparation and whether their picture of the role is realistic.
      A strong answer shows:
      Accurate basics and a question or two that shows they read the advert.
    3. Question 3: Why are you looking to move now?

      Why ask it:
      Surfaces what is pushing them and how urgent the move is.
      A strong answer shows:
      A clear, consistent reason; a story that does not rest on blaming others.
      Follow-up:
      What would make you stay where you are?
    4. Question 4: What would your ideal next role look like?

      Why ask it:
      Checks the role against what they actually want.
      A strong answer shows:
      Real overlap with the duties, level and setting of this role.
    5. Question 5: Which other roles or interview processes are you in at the moment?

      Why ask it:
      Tells you how fast you need to move and what you are competing with.
      A strong answer shows:
      Honest stages and dates, such as a second interview elsewhere next week.

    Experience and must-haves

    Check each must-have from the brief. Ask for numbers and examples rather than a self-rating.

    1. Question 6: Talk me through your current role: what do you own day to day?

      Why ask it:
      Grounds the call in real work rather than job titles.
      A strong answer shows:
      Concrete responsibilities and scale: volumes, budgets, team size, clients.
      Follow-up:
      What does a typical week look like?
    2. Question 7: Which parts of this job description have you done before, and at what scale?

      Why ask it:
      Matches their experience to the role line by line.
      A strong answer shows:
      Specific overlap with figures, for example “I ran payroll for 300 staff”.
    3. Question 8: Which of the essential requirements have you not done yet?

      Why ask it:
      Surfaces gaps before anyone spends an interview on them.
      A strong answer shows:
      Candour, and a credible view of how they would close the gap.
    4. Question 9: Tell me about a recent piece of work you are proud of.

      Why ask it:
      Gets one concrete example of the quality of their work.
      A strong answer shows:
      What they personally did versus the team, and the result.
      Follow-up:
      What would you do differently next time?
    5. Question 10: Which of the tools or systems in the advert do you use regularly?

      Why ask it:
      Separates daily use from passing exposure.
      A strong answer shows:
      Named tools tied to tasks, and when they last used them.
    6. Question 11: Do you hold the licence or certification this role requires, and when does it expire?

      Why ask it:
      Confirms a hard requirement before interview.
      A strong answer shows:
      The exact credential and its validity, and willingness to share a copy.
    7. Question 12: What led you from your last role to your current one?

      Why ask it:
      Explains the career path in the candidate’s own words.
      A strong answer shows:
      A clear reason for each move. Do not probe personal reasons for gaps; they can involve health, caring or other protected matters.

    Skills in practice

    Two or three of these give you a sample of how the candidate thinks, without turning the call into a full interview.

    1. Question 13: Describe a problem you solved at work recently. What did you do?

      Why ask it:
      Shows how they approach problems, not just that they say they can.
      A strong answer shows:
      The steps they took, why, and the outcome.
    2. Question 14: How do you decide what to do first when everything is urgent?

      Why ask it:
      Tests organization in roles with competing demands.
      A strong answer shows:
      A method, illustrated with a real week.
    3. Question 15: Tell me about something you had to learn quickly for work.

      Why ask it:
      Predicts how fast they will get up to speed.
      A strong answer shows:
      How they learned it and how long it took to be useful.
    4. Question 16: What feedback have you had from a manager in the last year?

      Why ask it:
      Shows self-awareness and coachability.
      A strong answer shows:
      Specific feedback and what they changed because of it.

    Working style

    Compare the answers with what the hiring manager told you about the team, not with your own preferences.

    1. Question 17: What kind of manager gets the best from you?

      Why ask it:
      Checks fit with the hiring manager’s style from the brief.
      A strong answer shows:
      Concrete preferences, such as weekly check-ins or written goals.
    2. Question 18: How much of your current work is independent, and how much is with a team?

      Why ask it:
      Matches the role’s balance of solo and team work.
      A strong answer shows:
      A realistic split and which they do best in.
    3. Question 19: What does a good day at work look like for you?

      Why ask it:
      Reveals what energizes them.
      A strong answer shows:
      Tasks that overlap with the core of this role.
    4. Question 20: What do you want to learn or do more of in your next role?

      Why ask it:
      Tests whether the role can hold their interest.
      A strong answer shows:
      Goals the role can realistically support.

    Logistics and availability

    Ask these of every candidate, in the same words. State the facts of the role and ask whether they work, rather than asking about personal circumstances.

    1. Question 21: What is your notice period, and when could you start?

      Why ask it:
      Confirms timing against the client’s start date.
      A strong answer shows:
      A firm date, and any notice they may be able to negotiate.
    2. Question 22: The role is based in [location], [on-site / hybrid / remote]. Does that work for you?

      Why ask it:
      Rules out location mismatches early.
      A strong answer shows:
      A clear yes, or the specific condition that would need to change.
    3. Question 23: The hours are [hours or shift pattern]. Can you work them?

      Why ask it:
      Checks availability without asking about personal life.
      A strong answer shows:
      A clear yes, or the exact constraint.
    4. Question 24: Do you have the right to work in [country], and will you need visa sponsorship now or in the future?

      Why ask it:
      Right-to-work checks are a legal requirement in many countries. Ask every candidate, not only some.
      A strong answer shows:
      A clear status you will verify with documents later.
    5. Question 25: What salary or day rate are you looking for?

      Why ask it:
      Checks the role’s budget. Ask about expectations, not current or past pay: many US states and cities ban salary history questions.
      A strong answer shows:
      A figure or range, and anything else that matters, such as bonus or benefits.
    6. Question 26: The range for this role is [range]. Does that work for you?

      Why ask it:
      Avoids surprises at offer stage.
      A strong answer shows:
      A clear answer, or the gap stated openly.
    7. Question 27: Have you applied to this company, or been put forward by another agency, in the last six months?

      Why ask it:
      Avoids duplicate submissions and disputes over which agency introduced the candidate.
      A strong answer shows:
      A straight answer with dates. Check it against your own records.

    Closing

    Leave time for their questions and agree the next step before you hang up.

    1. Question 28: Is there anything about the role we have not covered that matters to you?

      Why ask it:
      Catches a deal-breaker before the interview.
      A strong answer shows:
      Anything that changes the fit, such as travel, team size or progression.
    2. Question 29: What questions do you have for me?

      Why ask it:
      Their questions show interest and what they care about.
      A strong answer shows:
      Questions about the work and the team, not only pay and holidays.
    3. Question 30: Are you happy for us to share your CV and these notes with [client]?

      Why ask it:
      An agency needs the candidate’s agreement before putting them forward.
      A strong answer shows:
      Clear agreement for this specific role and client.
    How to use it

    How to use the phone screening questions template

    1. 01

      Step 01

      Agree the must-haves first

      Before any calls, agree three to five essential requirements with the hiring manager or client. The client kickoff worksheet helps. These are what the screen decides on.
    2. 02

      Step 02

      Pick 8 to 12 questions

      Take every logistics question, then the experience questions that map to the must-haves. Use the same list, in the same order, for every candidate on the role.
    3. 03

      Step 03

      Set expectations on the call

      Tell the candidate how long the call will take, what you will cover and what happens next.
    4. 04

      Step 04

      Write down evidence as you go

      Note what the candidate said, not your impression of them. Mark each must-have Yes, No or Unsure in the sheet.
    5. 05

      Step 05

      Decide and reply within a day

      Move candidates on the must-haves alone, and tell everyone the outcome, including the people you do not take forward.
    Watch out

    Questions to leave out of a phone screen

    • Age, marital or family status, pregnancy or plans for children, religion, ethnicity or national origin, sexual orientation or gender identity. These are protected characteristics under the UK Equality Act 2010 and US federal law, and they say nothing about whether someone can do the job.
    • Health, sickness absence or disability before an offer. You can ask whether the candidate needs any adjustments for the interview, and whether they can do the essential tasks of the job.
    • “Where are you from?” or questions about accent or citizenship. Ask about the right to work instead, and ask everyone.
    • Current or past salary where the law bans it. Ask what they are looking for.
    • Childcare, caring responsibilities or partner’s job. State the hours and location and ask whether they work.
    Run it in Beatview

    Run your phone screen as a one-way interview

    Beatview can ask these questions for you. Candidates answer the same timed questions by video or audio when it suits them, Beatview scores each answer against your criteria and shows the reasoning, and you call only the shortlist. AI interviews are on the Pro plan; the Free plan screens resumes for one active job.

    FAQ

    Phone screening questions: frequently asked questions

    Still deciding?

    Bring a live vacancy and we’ll walk through where automation ends and recruiter review begins.

    Fifteen to thirty minutes. Fifteen to twenty is usually enough to check the must-haves and logistics; save longer competency questions for the interview. Tell the candidate the length at the start and keep to it.

    Eight to twelve. Ask every logistics question, then three to five experience questions tied to the role’s must-haves. Asking every candidate the same questions in the same order makes their answers comparable.

    A phone screen checks must-haves and logistics so you can decide who to interview. A phone interview is a full interview held by phone, with competency or technical questions scored against criteria. Many teams screen first and interview second.

    Yes, ask about expectations and share the range, so neither side wastes an interview. Do not ask about current or past pay where it is banned; many US states and cities prohibit salary history questions.

    For high-volume roles, often yes. Candidates answer the same questions on video or audio in their own time, and you review the answers when it suits you. Tell candidates how recordings are used and stored, and offer an alternative to anyone who needs one.

    Download

    Get the phone screening questions template

    All 30 questions as a call sheet, with why you ask each one, what a strong answer shows, a follow-up, a Yes / No / Unsure column for must-haves and space for notes.

    Opens in Excel, Google Sheets or Numbers. Version 1 October 2026.

    Download the free template (CSV)

    Sources: EEOC: prohibited employment policies and practices. This template is general guidance, not legal advice.

    Start free

    Put the template to work on a live role.

    Beatview screens every application against your criteria and interviews the shortlist with the same structured questions. The Free plan covers one active job; AI interviews are on Pro.

    • Free plan with one active role
    • Runs alongside your ATS
    • Recruiters keep every decision

    Page last reviewed by the Beatview team.