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Creating and using Scorecards
Creating and using Scorecards

Learn how to use scorecards to mark candidate suitability

Ciara Miller avatar
Written by Ciara Miller
Updated over a week ago

As part of the job set up process, you can decide on key competencies that you would want your successful candidate to have. These could be skills, qualities, experiences or values. Setting this out for a role helps to avoid bias, by ensuring that all candidates are assessed against the same competencies.

You can create your Scorecard for a role at the Scorecard stage of the job set up process. Scorecard can have multiple competencies, and each can also be broken down further with competencies.

You also have a notes section, where you can leave any guidance for your interviewers on what to look out for.

Creating a Scorecard template

You may find you are frequently looking for the same competencies, especially across similar seniority levels or departments. To save repeatedly creating these Scorecards for each job, you can instead create templates which can be imported into your jobs.

Scorecard templates can be set up, edited or deleted under Settings - Recruitment - Scorecard Templates:

You can then use your Scorecard template when setting up a job at the Scorecard stage of the process. Click Import Scorecard to select which template you would like to use:

Note: you cannot update the Scorecard used for a job once a candidate in the process has had it filled out.

Completing a Scorecard as an interviewer

Interviewers will receive an email notifying them of their Scorecard shortly before the interview. The Scorecard asks them to rate the candidate from 1 to 5 on each competency, and also leave any notes on how they feel they performed.

Each candidate will have an average score of the Scorecards that have been completed against them. You can view their Scorecards in the Scorecards tab on the right-hand side of their profile. It is also visible from the job kanban, next to the candidate's name:

Note: only one Scorecard can be completed per interviewer for a candidate. Interviewers can update their existing Scorecards by going into the candidate's Profile - Scorecards - Edit.

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