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Methodology

How we screen engineering candidates

Twelve dimensions, evaluated in sequence, before a candidate is ever presented to a client. This is the detail behind the technical screening stage of The Grid Method.

The premise

Why The Screening Framework exists

A resume tells you where someone worked. It doesn't tell you whether they can read a one-line diagram cold, hold a schedule under a live outage window, or pass a site's drug and background policy without a delay to the start date. The screening framework exists to close that gap before a candidate reaches your desk.

We built these 12 dimensions from the recurring failure points we see in engineering placements: a candidate who's technically strong but has never worked a rotating field schedule, or one with clean references but a compliance gap that surfaces during onboarding and delays a start date by weeks.

Each dimension is scored independently, and the weighting shifts depending on role type. A commissioning engineer's screen weights travel and availability heavier than a design engineer's does; a design engineer's screen weights technical review and quality scorecard heavier. The scorecard below reflects a typical weighting for a field-heavy engineering role and is adjusted per search.

This isn't a pass/fail gate at each dimension. It's a structured way to surface strengths and gaps so the hiring manager sees the full picture, not just a summary judgment.

The framework

The 12 screening dimensions

A 12-dimension screening framework covering technical review, experience, compliance, and risk, built specifically for engineering roles.

The 12 screening dimensions

  1. 01

    Technical Review

    45 to 90 minutes

  2. 02

    Industry Experience

    20 to 30 minutes

  3. 03

    Project Experience

    20 to 30 minutes

  4. 04

    Communication

    Assessed throughout the screening process

  5. 05

    Leadership

    20 to 30 minutes

  6. 06

    Compliance

    1 to 2 business days for verification turnaround

  7. 07

    References

    1 to 3 business days depending on reference availability

  8. 08

    Availability

    10 to 15 minutes

  9. 09

    Travel

    15 to 20 minutes

  10. 10

    Soft Skills

    20 to 30 minutes

  11. 11

    Risk Assessment

    15 to 20 minutes

  12. 12

    Quality Scorecard

    30 to 45 minutes

Twelve dimensions grouped into technical fit, experience depth, compliance and logistics, and behavioral risk, each scored independently before presentation.
  1. 01

    Technical Review

    Confirm the candidate has direct, hands-on command of the specific systems, code sections, or software the role requires, not adjacent or supervisory-only exposure.

    Typical duration: 45 to 90 minutes

    Inputs

    • Role technical criteria
    • Candidate resume and portfolio
    • Sample drawings or specs where relevant

    Activities

    • Structured interview on named platforms, relay families, or design tools
    • Walk-through of a representative past project, focused on the candidate's specific contribution
    • Scenario question tied to a task the role will actually perform
    • Score depth of hands-on versus oversight-only experience

    Outputs

    • Technical review score
    • Notes on specific gaps

    What goes wrong when this stage is rushed

    • Candidate describes team output as personal accomplishment without probing
    • Screener lacks the technical depth to catch a surface-level answer
  2. 02

    Industry Experience

    Assess whether the candidate's background matches the operating environment of the role, since utility, data center, and manufacturing settings carry different unwritten expectations.

    Typical duration: 20 to 30 minutes

    Inputs

    • Target industry from role profile
    • Candidate work history

    Activities

    • Map prior employers against the target industry or a closely adjacent one
    • Ask about industry-specific standards the candidate has worked under (NERC, NFPA, ISA)
    • Probe understanding of the operating constraints unique to the industry (uptime requirements, regulatory audits)

    Outputs

    • Industry fit rating
    • Notes on transferable versus direct experience

    What goes wrong when this stage is rushed

    • Adjacent-industry experience is scored as equivalent when the operating constraints are materially different
  3. 03

    Project Experience

    Verify the candidate has worked projects of comparable scale and complexity to the one being staffed, not just the same job title elsewhere.

    Typical duration: 20 to 30 minutes

    Inputs

    • Project scope from Discovery
    • Candidate project history

    Activities

    • Ask for specific project size, budget, and team scale on comparable past work
    • Confirm the candidate's role on the project team (lead, contributor, reviewer)
    • Check for experience with the specific project phase relevant to this hire (design, SAT/FAT, commissioning, closeout)

    Outputs

    • Project experience summary
    • Scale-fit rating

    What goes wrong when this stage is rushed

    • Title inflation on prior projects goes unchecked, overstating scope of responsibility
  4. 04

    Communication

    Evaluate how clearly the candidate can explain technical decisions to both peers and non-technical stakeholders, since most engineering roles carry a client- or crew-facing component.

    Typical duration: Assessed throughout the screening process

    Inputs

    • Role's stakeholder interface requirements

    Activities

    • Ask the candidate to explain a technical decision to a non-technical audience
    • Assess clarity and structure of written communication in submitted materials
    • Note responsiveness and clarity during scheduling and screening interactions

    Outputs

    • Communication rating

    What goes wrong when this stage is rushed

    • Strong technical answers mask weak ability to communicate with a client or crew
  5. 05

    Leadership

    For roles with supervisory or crew-lead responsibility, confirm the candidate can direct other engineers or technicians, not just perform individual technical work.

    Typical duration: 20 to 30 minutes

    Inputs

    • Role's supervisory scope

    Activities

    • Ask for specific examples of directing a crew or team through a schedule-critical task
    • Probe how the candidate has handled a direct report's performance issue
    • Assess decision-making under conflicting priorities from multiple stakeholders

    Outputs

    • Leadership rating
    • Notes on team size and scope led

    What goes wrong when this stage is rushed

    • Leadership is assumed from seniority or title without verifying direct people-management examples
  6. 06

    Compliance

    Verify all licenses, certifications, and safety training required for the role are current and issued by the stated body, closing a common source of onboarding delay.

    Typical duration: 1 to 2 business days for verification turnaround

    Inputs

    • Role's required certifications
    • Candidate-provided documentation

    Activities

    • Verify PE license, NETA, NFPA 70E, or other certification status against the issuing body
    • Confirm expiration dates against the expected engagement length
    • Check for any required background check or drug screening prerequisites specific to the site

    Outputs

    • Verified certification list
    • Compliance clearance notes

    What goes wrong when this stage is rushed

    • A certification is accepted from a resume without third-party verification and turns out to be lapsed
  7. 07

    References

    Get an outside perspective on technical performance and reliability that the candidate's own interview answers can't fully provide.

    Typical duration: 1 to 3 business days depending on reference availability

    Inputs

    • Candidate-provided reference contacts

    Activities

    • Contact at least one direct supervisor and one peer or crew reference
    • Ask structured questions on reliability, technical accuracy, and how the candidate handled a difficult project moment
    • Cross-check reference account against candidate's own description of the same project

    Outputs

    • Reference check summary

    What goes wrong when this stage is rushed

    • References are all hand-picked and favorable, with no attempt to reach an independent peer contact
  8. 08

    Availability

    Confirm the candidate's actual start-date flexibility and notice period against the project's need date before any offer conversation begins.

    Typical duration: 10 to 15 minutes

    Inputs

    • Project need date
    • Candidate's current employment status and notice period

    Activities

    • Confirm notice period with current employer and any contractual restrictions
    • Check for scheduled time off, prior commitments, or other engagements
    • Flag any gap between candidate availability and project need date early

    Outputs

    • Confirmed availability date

    What goes wrong when this stage is rushed

    • Availability is assumed rather than confirmed, and a two-week notice period surfaces after the offer is extended
  9. 09

    Travel

    For field and multi-site roles, confirm the candidate can actually sustain the travel or rotation schedule the project requires, not just says they're willing.

    Typical duration: 15 to 20 minutes

    Inputs

    • Project travel or rotation schedule

    Activities

    • Confirm willingness and history of sustained travel or rotational field schedules
    • Ask about prior per-diem or lodging arrangements to confirm familiarity with the model
    • Check for personal constraints (family, secondary licensing state) that limit travel radius

    Outputs

    • Travel fit rating

    What goes wrong when this stage is rushed

    • Willingness to travel is taken at face value without checking track record on similar schedules, leading to early attrition
  10. 10

    Soft Skills

    Assess adaptability, problem-solving under ambiguity, and how the candidate handles feedback, traits that predict performance on unstructured field problems better than a technical score alone.

    Typical duration: 20 to 30 minutes

    Inputs

    • Behavioral interview guide

    Activities

    • Ask for an example of adapting to a changed scope or schedule mid-project
    • Probe how the candidate has responded to critical feedback in the past
    • Assess comfort operating with incomplete information, common in field troubleshooting

    Outputs

    • Soft skills rating

    What goes wrong when this stage is rushed

    • Soft skills assessment is skipped for candidates with strong technical scores, missing a poor fit for field ambiguity
  11. 11

    Risk Assessment

    Consolidate flags from prior dimensions, employment gaps, tenure patterns, or safety incident history, into an explicit risk read before presentation.

    Typical duration: 15 to 20 minutes

    Inputs

    • Full screening record to this point

    Activities

    • Review employment history for unexplained gaps or a pattern of short tenures
    • Check for any disclosed safety incident or disciplinary history
    • Weigh identified risks against the specific demands of the role

    Outputs

    • Risk assessment note

    What goes wrong when this stage is rushed

    • A pattern across multiple minor flags goes unaddressed because each was reviewed in isolation
  12. 12

    Quality Scorecard

    Roll every dimension into a single weighted scorecard so the hiring manager can compare candidates on a consistent basis rather than a narrative summary alone.

    Typical duration: 30 to 45 minutes

    Inputs

    • Scores from all prior dimensions

    Activities

    • Apply role-specific weighting to each dimension
    • Calculate composite score and flag any dimension that fell below threshold regardless of composite
    • Prepare scorecard for inclusion in the client presentation

    Outputs

    • Completed scorecard
    • Presentation-ready summary

    What goes wrong when this stage is rushed

    • A strong composite score masks a single disqualifying gap in one dimension, such as a lapsed certification

Quality scorecard

Screening Scorecard

A representative weighting for a field-heavy engineering role. Weights shift by role type; a design-focused search weights Technical Review and Quality Scorecard heavier and Travel lighter.

Screening Scorecard
DimensionWeightEvidence we requireDisqualifiers
Technical Review20%Structured interview responses and scenario walk-through scored against named platforms or code sectionsCannot speak to hands-on work on the specific systems or software required
Industry Experience8%Prior employer mapping and familiarity with relevant standards (NERC, NFPA, ISA)No exposure to the operating constraints of the target industry
Project Experience10%Confirmed scale and role on comparable past projectsClaimed project scope cannot be substantiated or role was materially overstated
Communication8%Clarity in explaining technical decisions to a non-technical audienceCannot explain own technical work in terms a client or crew lead would understand
Leadership8%Specific examples of directing a crew or team through schedule-critical workNo verifiable direct-report or crew-lead experience for a role requiring it
Compliance12%Third-party verification of license, certification, and safety training statusRequired certification is lapsed, unverifiable, or misrepresented
References10%At least one supervisor and one peer reference confirming reliability and technical accuracyReferences are unreachable, refuse to confirm basic facts, or contradict candidate's account
Availability6%Confirmed notice period and start date against project need dateAvailability gap exceeds project's acceptable start window with no resolution
Travel8%Track record of sustained travel or rotational schedules matching project requirementsNo history of sustaining the required rotation and stated willingness is unverified
Soft Skills5%Behavioral responses on adaptability and handling of ambiguous field problemsDemonstrated rigidity or inability to adjust to changed scope in past roles
Risk Assessment5%Employment history review and disclosed incident or disciplinary historyPattern of short tenures or unresolved safety incident history relevant to the role

Operating principles

Rules that govern how the framework is applied

  • Independent scoring per dimension

    Each of the 12 dimensions is scored on its own before any composite is calculated, so a strong technical score can't paper over a compliance gap.

  • Weighting matches the role

    The scorecard weighting shifts by role type; field roles weight travel and availability heavier than design-focused roles do.

  • Verification, not self-report

    Certifications, references, and project scope are checked against outside sources wherever possible, not accepted as written on a resume.

  • Disqualifiers override composite score

    A high composite score doesn't clear a candidate if a single dimension hits a defined disqualifier, such as a lapsed license.

Answers

Frequently asked questions

Question not covered here? Ask a recruiter directly - you will get a straight technical answer, not a callback from a salesperson.

See The Screening Framework applied to your hardest requisition

Bring the role your team has struggled to specify. The first intake session produces a written scope decomposition and a market view, whether or not you engage us for the search.