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📖 How to Create Scorecard Templates

Scorecard templates streamline the evaluation process by ensuring consistent, objective assessments across all candidates.

Creating Scorecard Templates 

🔥 Tip: Create generic scorecard templates that can be re-used across multiple job requisitions for different stages of the pipeline. 

Example: Create a "Phone Screen Template" to be used for recruiters to fill out general info on the first call with a candidate. 

Example 2: Create a "Software Engineer Pre-Screen Template" to be used across all software engineer roles. 


Step 1: Navigate to you Company Settings. 

Step 2: Click "Scorecard Templates". 

Step 3: Click "Create New Template" and choose between "Create New Scorecard Template" Or "Copy from Existing Scorecard Template".

Step 4: In this instance, click "Create New Scorecard Template" and click "Continue".

Step 5: Name your scorecard, and click "Add Scorecard Description" to add additional context for the interviewers. 

Step 6: Enter the Skills or Competencies that you want to cover. 

Step 7: Add your interview questions. By clicking the "Score Answer" checkbox, the interviewer can assign a score to the candidate's response. 

Step 8: Once you are satisfied, click "Save" — you can also click "Preview" so you can ensure your template is complete. 

⚠️ Warning:  When you're in Preview mode, make sure to select “Back” instead of  “Close.” Clicking “Close” will remove all entered data and close the creation pop-up.

Linking a Scorecard Template to an Existing Pipeline 

  1. Once your Scorecard Template is complete, navigate to your Dashboard and click the job requisition you'd like to add the scorecard to. 

    Screenshot 2026-01-23 at 13.58.46

  2. Click on the Stage that you would like to add the scorecard to and a drawer will open. 

    Screenshot 2026-01-23 at 13.58.56

  3. From the dropdown, select the Scorecard Template, assign an interviewer, and click "Update Stage". 

    Screenshot 2026-01-23 at 13.59.04

 

How to Assign a Scorecard to an Interviewer

Forget to attach a scorecard to an interview being scheduled? Follow the steps below to manually assign a Scorecard to an interviewer. 

  1. Navigate to the candidate's profile.

    Screenshot 2026-01-23 at 13.52.53

  2. On the left hand side, click on "Scorecards", then click "Assign Scorecard". 

    Screenshot 2026-01-23 at 13.53.14

  3. Select the Stage, Scorecard Template, and user it is being assigned to (Select "Send email notification" if you'd like to notify the user, then click "Add Scorecard".

    Screenshot 2026-01-23 at 13.56.35

  4. Done! The user will be notified they have been assigned a Scorecard to complete and the details will display in the "Scorecard" tab of that candidate's profile. 

    Screenshot 2026-01-23 at 13.57.43