Build a Shareable Screening Report Finance Can Sign Off On
A screening report is your decision packet. Build it once, standardize it, and make every hire easier to approve, audit, and defend.

If you cannot summarize identity confidence, assessment evidence, and approvals in one page, you do not have a screening process. You have a story.Back to all posts
The screening packet that failed when it mattered
A remote engineering hire clears interviews fast. Two weeks later, your SOC flags suspicious access patterns, and the manager admits the candidate "felt different" in onboarding than in the interview. Legal asks for documentation. Finance asks why you approved a laptop, licenses, and access for someone you cannot confidently tie to the interview performance. In the war room, you discover the "screening report" is a PDF of notes, a separate verification vendor dashboard link that is now expired, and a coding assessment screenshot with no rubric. There is no clear statement of identity confidence, no list of integrity anomalies, and no record of who reviewed what. The cost is not just the mis-hire. It is the time spent reconstructing an audit trail that should have existed on day one. This is fixable with a standardized, shareable screening report that is built for fast approvals and defensible evidence, not for storytelling.
What you will be able to do by the end
You will be able to implement a finance-ready screening report that: (1) compresses decision time by making candidates comparable, (2) reduces avoidable step-ups by using risk-tiered thresholds, and (3) creates an ATS-anchored evidence pack that stands up to internal audit, vendor due diligence, and post-incident reviews.
Why CFOs should care about screening reports
CFO anxiety is rational here: hiring is a spend decision with operational and security externalities. A screening report is the control surface that makes the spend approvable and the risk visible. Without it, you get approval churn, inconsistent decisions, and late surprises that blow up forecasted headcount productivity. Two external signals show the issue is not hypothetical. Checkr reports that 31% of hiring managers say they have interviewed a candidate who later turned out to be using a false identity. Directionally, that implies identity risk shows up in normal pipelines, not only in "high risk" geographies or roles. It does not prove your company will see the same rate or that every suspicious case is fraud. Pindrop reports that 1 in 6 applicants to remote roles showed signs of fraud in one real-world hiring pipeline. Directionally, that suggests remote hiring increases the attack surface and you should instrument screening accordingly. It does not prove that 1 in 6 will be confirmed fraud, since "signs" are not the same as adjudicated cases.
Capability signal: can they do Day 1 work, according to a reproducible rubric?
Integrity signal: are we confident the same person showed up across steps, without over-collecting personal data?
Control signal: did we follow policy, and can we prove it from the system of record?
Ownership, automation, and systems of record
Make the report a process, not a document someone crafts at the end. Ownership should be explicit so Finance is not approving based on vibes. Recommended ownership model: Recruiting Ops owns the report template and ensures every candidate has a complete packet in the ATS. Security owns the verification policy, escalation criteria, and access to sensitive artifacts. Hiring managers own the role rubric and final hire recommendation, but only after integrity signals are resolved to policy. Automation versus manual: automate data capture (timestamps, verification results, assessment scoring, interview completion) and generate a standardized summary. Manual review should be reserved for step-ups and exceptions, or you will create reviewer fatigue and inconsistent adjudication. Sources of truth: the ATS is the authoritative log of stage movement, decisions, and approvers. The verification and assessment services are evidence producers. The report should write back into the ATS as structured fields plus links to evidence packs so the chain of custody is intact.
Recruiters see pass-fail, timestamps, and next action, not raw documents.
Finance sees the one-page summary and approval log, not biometric artifacts.
Security can access raw artifacts only when a step-up is triggered, under role-based access control and an SLA-bound queue.
What to include in a shareable screening report
Keep the shareable version short. The report should be a one-page summary that links to a deeper evidence pack for auditors and escalations. Include these blocks in the summary, in this order, so decision-makers do not hunt:
Candidate and requisition identifiers: ATS candidate ID, req ID, role level, location, work authorization status as captured, and date of packet generation.
Decision state: "Proceed", "Step-up required", or "Hold for review" with the policy reason. This prevents silent risk acceptance.
Identity and continuity: verification completed status, verification timestamp, and continuity checks across interview and assessment (same identity, same device risk posture where applicable). Do not paste raw IDs.
Integrity signals: list only the signals that matter, the confidence, and what action they triggered. Example categories: liveness anomalies, voice mismatch indicators, unusual environment changes, or suspicious switching behavior during coding. The goal is to make review criteria explicit.
Assessment results: rubric coverage (what was tested), score breakdown, and whether the task mirrored Day 1 work. A single percent score without rubric context is not finance-grade evidence.
Interview coverage: who interviewed, what competencies were assessed, and whether an AI screening interview was used to standardize early signal.
Exceptions and step-ups: what additional checks were performed, who approved them, and the outcome.
Approvals and access: who approved offer, who approved access prerequisites (if separate), and what evidence they relied on.
Separate capability failures from integrity concerns so you can remediate with step-ups instead of throwing away good candidates.
Write the policy reason in plain language: "Step-up due to liveness confidence below threshold" beats "Flagged".
Implementation runbook for a CFO-safe report
Define decision tiers. Use three states: proceed, step-up, and hold. Avoid "auto-reject" for integrity signals unless you have high confidence and a documented appeal flow, because false positives create brand and compliance risk.
Map signals to actions. For each integrity signal, define the step-up action and the owner. Example: low liveness confidence triggers a re-verification before the live interview starts. Suspected proxy behavior triggers a second short verification plus a structured re-check interview.
Standardize rubrics. Ensure coding assessments are reproducible, role-relevant, and scored against a rubric that can be summarized in 3-5 bullets. Finance needs comparability more than complexity.
Automate packet assembly. Pull structured fields from ATS stages, verification outcomes, and assessment scoring. Generate a consistent one-page summary and store it back in the ATS with a hash or immutable reference to the underlying evidence pack.
Define SLAs for step-up reviews. If Security must review an exception, set an SLA and an escalation path to prevent the pipeline from stalling.
Add an appeal path. Candidates should have a clear way to re-verify if a signal is ambiguous. This protects conversion and reduces the risk of discriminatory outcomes.
Rate of step-ups per stage (too high means you are over-triggering and creating friction).
Manual review queue age (proxy for reviewer fatigue and risk acceptance).
Percent of offers with complete evidence packs in the ATS (proxy for audit readiness).
A concrete policy that generates a report every time
Below is an example policy config that Recruiting Ops and Security can sign together. It defines what goes into the shareable summary, what triggers step-ups, and what gets written back to the ATS as the system of record.
Anti-patterns that make fraud worse
- One massive "notes" field in the ATS that mixes facts, opinions, and links to external dashboards that expire. - Zero-tolerance auto-reject on low-confidence signals with no re-verification path, which increases false rejects and trains attackers on your thresholds. - Manual-only packet creation at offer time, which guarantees missing timestamps and broken chain-of-custody when you need it most.
Where IntegrityLens fits
IntegrityLens AI unifies the full hiring lifecycle so your screening report is generated from one defensible pipeline: Source candidates - Verify identity - Run interviews - Assess - Offer. Teams stop stitching together screenshots from multiple vendors and start writing structured outcomes back to the ATS automatically. TA leaders and Recruiting Ops standardize the packet format and automation, while CISOs control escalation access to sensitive artifacts and integrity adjudication policies. In practice, IntegrityLens provides: - ATS workflow that anchors stage movement, decisions, and approvers - Biometric identity verification (typical document + voice + face in 2-3 minutes, before interviews) - Fraud detection with risk-tiered step-ups and Evidence Packs - 24/7 AI screening interviews for consistent early signal - Coding assessments across 40+ languages, scored with reproducible rubrics
Decision-ready takeaways for Finance
A good screening report is a control: it makes approvals faster because it is consistent, and it makes incidents less painful because the evidence is already assembled. If you do nothing else, enforce two rules: the ATS is the system of record, and every integrity concern must map to a documented step-up action, not an ad hoc debate.
Sources
- Checkr, "Hiring Hoax (Manager Survey, 2025)" (31% false identity interview experience): https://checkr.com/resources/articles/hiring-hoax-manager-survey-2025
Pindrop, "Why your hiring process is now a cybersecurity vulnerability" (1 in 6 remote applicants showed signs of fraud in one pipeline): https://www.pindrop.com/article/why-your-hiring-process-now-cybersecurity-vulnerability/
Key takeaways
- A finance-ready screening report is a one-page summary plus an evidence pack link, not a blob of notes.
- Separate capability (assessment outcomes) from integrity (verification and anomaly signals) so you can step-up review without blanket rejects.
- Use risk-tiered thresholds that map to actions: proceed, step-up, or hold for review under SLA.
- Anchor every decision to the ATS as the source of truth to reduce audit findings and approval churn.
- Minimize candidate friction by only requesting additional checks when integrity signals justify it.
Use this as a starting policy for generating a shareable one-page screening report plus an Evidence Pack link.
It enforces three decision states, defines step-up triggers, and writes structured fields back into the ATS for auditability.
policy:
name: screening-report-v1
owner:
recruiting_ops: "Responsible for template + completeness"
security: "Responsible for verification thresholds + escalation"
hiring_manager: "Responsible for rubric + final recommendation"
systems_of_record:
ats: "IntegrityLens ATS"
verification: "IntegrityLens Verify"
interviews: "IntegrityLens AI Interview + Live Interview"
assessment: "IntegrityLens Code Assessment"
report:
output:
shareable_summary:
max_pages: 1
include_fields:
- ats.candidate_id
- ats.requisition_id
- candidate.role_level
- candidate.location
- packet.generated_at
- decision.state
- decision.policy_reason
- verification.status
- verification.completed_at
- verification.end_to_end_duration_seconds
- continuity.summary
- integrity.signals_top
- assessment.rubric_coverage
- assessment.score_summary
- interview.coverage_summary
- stepups.performed
- approvals.log
evidence_pack:
retention_days: 30
access_control:
- role: "security-reviewer"
permissions: ["view_raw_artifacts", "export_evidence_pack"]
- role: "recruiter"
permissions: ["view_outcomes_only"]
- role: "finance"
permissions: ["view_shareable_summary"]
zero_retention_biometrics: true
decision_states:
- state: "proceed"
description: "No step-up required. Continue pipeline."
- state: "step-up"
description: "Additional verification or structured re-check required before next stage."
- state: "hold"
description: "Stop progression until Security adjudicates under SLA."
integrity_signals:
# Signals are illustrative categories; tune thresholds to your environment.
liveness_confidence:
type: "numeric"
threshold_step_up: 0.85
threshold_hold: 0.70
on_step_up:
action: "reverify-before-interview"
owner: "recruiting_ops"
on_hold:
action: "security-adjudication"
owner: "security"
voice_face_mismatch:
type: "boolean"
on_true:
action: "security-adjudication"
owner: "security"
assessment_anomaly:
type: "enum"
values: ["none", "low", "medium", "high"]
on_medium:
action: "structured-recheck-interview"
owner: "hiring_manager"
on_high:
action: "security-adjudication"
owner: "security"
workflow:
generate_packet:
trigger: "stage_change"
stages: ["verify_identity_complete", "assessment_complete", "final_interview_complete"]
actions:
- assemble_shareable_summary
- link_evidence_pack
- writeback_to_ats
ats_writeback:
fields:
decision_state: "decision.state"
policy_reason: "decision.policy_reason"
verification_completed_at: "verification.completed_at"
integrity_top_signals: "integrity.signals_top"
evidence_pack_url: "evidence_pack.link"
evidence_pack_hash: "evidence_pack.hash"
approvals_log: "approvals.log"
slas:
security_hold_review_hours: 24
step_up_completion_hours: 48
Outcome proof: What changes
Before
Offer approvals depended on inconsistent recruiter narratives, scattered vendor dashboards, and unstructured interview notes. When exceptions happened, the team could not quickly answer "what evidence did we have at the time" without manual reconstruction.
After
A standardized one-page screening report was generated at key stage changes and written back into the ATS with an Evidence Pack link. Step-ups were policy-driven and routed to the right owner under SLA.
Implementation checklist
- One-page summary with standardized fields and red/yellow/green decision state
- Integrity signals section that lists observations, confidence, and triggered step-ups
- Assessment section that emphasizes reproducible scoring and rubric coverage
- Chain-of-custody section: timestamps, systems of record, and reviewer identities
- Approval log: who approved what, when, and what evidence they saw
Questions we hear from teams
- What is the minimum a CFO should require before approving an offer?
- A one-page summary that includes identity verification completion and timestamp, assessment rubric coverage and scoring summary, integrity signals with any step-ups performed, and an approver log anchored in the ATS.
- How do we keep reports shareable without exposing sensitive identity data?
- Share outcomes and timestamps in the report, and store raw identity artifacts in an access-controlled evidence pack. Restrict artifact access to Security under SLA-bound review, and keep recruiters and Finance on pass-fail plus policy reason.
- Should we auto-reject candidates when integrity signals look suspicious?
- Only when confidence is high and the policy is explicit. Most programs do better with risk-tiered step-ups and an appeal path because ambiguous signals can be caused by environment, connectivity, or accessibility issues.
- What makes a screening report defensible in an audit or dispute?
- Consistency across candidates, a documented policy that maps signals to actions, immutable timestamps, and an ATS-anchored chain of custody that shows who reviewed what evidence and when.
Ready to secure your hiring pipeline?
Let IntegrityLens help you verify identity, stop proxy interviews, and standardize screening from first touch to final offer.
Watch IntegrityLens in action
See how IntegrityLens verifies identity, detects proxy interviewing, and standardizes screening with AI interviews and coding assessments.
