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Ideal Candidate for AI Screening

Updated this week

How to Fine-Tune AI Screening for Better Results

The Ideal Candidate feature allows you to define what “great” looks like for a specific role. It helps Megan score and prioritize applicants more accurately based on how you actually evaluate candidates; not just what’s written in the job description.

What Is the Ideal Candidate?

By default, Mega uses your job description to determine how candidates are scored.

The Ideal Candidate section lets you go further by adding:

  • Internal hiring preferences

  • Non-negotiable requirements

  • Cultural or team-specific attributes

  • Location or eligibility constraints

  • Skill prioritization beyond the JD

Think of it as adding recruiter context that isn’t always publicly stated.

Why It Matters

Without Ideal Candidate guidance, Megan evaluates applicants based only on the job description.

If there are criteria your team uses that are not explicitly written in the JD (for example: “Must be located in Canada” or “Prior startup experience required”), those candidates may score higher than expected.

Updating the Ideal Candidate ensures:

  • More accurate scoring

  • Cleaner shortlists

  • Fewer false positives

  • Greater hiring manager trust

When Should You Update It?

You should review and refine the Ideal Candidate section when:

  • A high-scoring candidate doesn’t meet a known internal requirement

  • Hiring managers reject shortlisted candidates for similar reasons

  • You want to prioritize certain skills more heavily

  • You need to enforce geographic or eligibility rules

  • You adjust expectations mid-search

How to Edit the Ideal Candidate

1) Go to the specific Job inside Mega

2) Click into the job settings

3) Locate the Ideal Candidate section

5) Add or edit the criteria

6)Save your changes

If needed, you can rescore candidates after updating criteria to reflect the new definition.

What Should You Include?

Good examples of Ideal Candidate criteria:

  • Minimum 5 years of B2B SaaS experience

  • Prior experience in fast-growing startups

  • Must have direct people management experience

  • Experience selling into enterprise accounts

Avoid overly vague criteria such as:

  • “Good communicator”

  • “Strong cultural fit”

The more specific and measurable, the better the results.

Ideal Candidate vs. AI Guidance

  • Ideal Candidate = Job-level definition of what makes someone qualified (used throughout the lifecycle)

  • AI Guidance = Stage-specific instructions for screening behavior

If the rule applies broadly to how you evaluate the role, use Ideal Candidate.

If it only applies to one stage (like application review), use AI Guidance.

Best Practice

Start simple.

Run screening on a role, review the first batch of scored candidates, and refine the Ideal Candidate based on real-world results. Most teams improve shortlist accuracy significantly after one or two iterations.

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