--- title: How to Create Scorecard Templates description: Scorecard templates streamline the evaluation process by ensuring consistent, objective assessments across all candidates. --- [Skip to content](https://help.scalis.ai/create-scorecard-template#main-content) [![SCALIS Logo (1)](https://help.scalis.ai/hs-fs/hubfs/SCALIS%20Logo%20(1).png?width=1391&height=437&name=SCALIS%20Logo%20(1).png)](https://help.scalis.ai/?hsLang=en) Open main navigation Close main navigation - [Go to scalis.ai](https://scalis.ai/) [Go to scalis.ai](https://scalis.ai/) SCALIS Knowledge Base - There are no suggestions because the search field is empty. 1. [Hiring Shouldn't Suck!](https://help.scalis.ai/?hsLang=en) 2. [Job Setup](https://help.scalis.ai/job-setup?hsLang=en) 3. [Template Creation](https://help.scalis.ai/job-setup?hsLang=en#template-creation) # How to Create Scorecard Templates JOB SETUP Scorecard templates streamline the evaluation process by ensuring consistent, objective assessments across all candidates. 13 steps6 min read In this guide [Creating Scorecard Templates](https://help.scalis.ai/create-scorecard-template#creating-scorecard-templates) [Linking a Scorecard Template to an Existing Pipeline](https://help.scalis.ai/create-scorecard-template#linking-a-scorecard-template-to-an-existing-pipeline) [How to Assign a Scorecard to an Interviewer](https://help.scalis.ai/create-scorecard-template#how-to-assign-a-scorecard-to-an-interviewer)   Creating Scorecard Templates   1 Step 1 Open Scorecard Templates   Go to your **Company Settings**.   Click **Scorecard Templates**. ![Scorecard Templates in Company Settings](https://help.scalis.ai/hubfs/Knowledge%20Base%20Guides/UPDATED%20Creating%20Scorecard%20Template/settings-scorecard-templates.jpg) Scorecard Templates in Company Settings   2 Step 2 Create a New Scorecard Template   Click **Create New Template** and choose between **Create New Scorecard Template** or **Copy from Existing Scorecard Template**.   In this instance, click **Create New Scorecard Template**, then click **Continue**. ![Creating a new scorecard template](https://help.scalis.ai/hubfs/Knowledge%20Base%20Guides/UPDATED%20Creating%20Scorecard%20Template/create-new-scorecard.jpg) Creating a new scorecard template   3 Step 3 Name and Describe the Scorecard   Name your scorecard, then click **Add Scorecard Description** to add additional context for the interviewers. 💡 **Note:** Create generic scorecard templates that can be reused across multiple job requisitions for different stages of the pipeline. For example, a **Phone Screen Template** for recruiters to capture general info on the first call, or a **Software Engineer Pre-Screen Template** used across all software engineer roles. ![Naming and describing a scorecard template](https://help.scalis.ai/hubfs/Knowledge%20Base%20Guides/UPDATED%20Creating%20Scorecard%20Template/name-and-description.jpg) Naming and describing a scorecard template   4 Step 4 Add Skills or Competencies   Enter the skills or competencies that you want to cover. ![Adding skills and competencies](https://help.scalis.ai/hubfs/Knowledge%20Base%20Guides/UPDATED%20Creating%20Scorecard%20Template/add-skills.jpg) Adding skills and competencies   5 Step 5 Add Interview Questions   Add your interview questions.   Select the **Score Answer** checkbox to let the interviewer assign a score to the candidate's response. 💡 **Note:** SCALIS supports several question types, including free response, yes/no, and more. ![Adding an interview question](https://help.scalis.ai/hubfs/Knowledge%20Base%20Guides/UPDATED%20Creating%20Scorecard%20Template/add-questions-type.jpg) Adding an interview question ![Selecting the Score Answer checkbox](https://help.scalis.ai/hubfs/Knowledge%20Base%20Guides/UPDATED%20Creating%20Scorecard%20Template/select-score-answer.jpg) Selecting the Score Answer checkbox 6 Step 6 Save Your Template   Once you are satisfied, click **Save**. You can also click **Preview** to make sure your template is complete. ![Saving and previewing a scorecard template](https://help.scalis.ai/hubfs/Knowledge%20Base%20Guides/UPDATED%20Creating%20Scorecard%20Template/preview-save.jpg) Saving and previewing a scorecard template Linking a Scorecard Template to an Existing Pipeline   1 Step 1 Open the Job Requisition   Once your scorecard template is complete, go to your **Dashboard** and click the job requisition you'd like to add the scorecard to. ![Opening a job requisition from the Dashboard](https://help.scalis.ai/hubfs/Knowledge%20Base%20Guides/UPDATED%20Creating%20Scorecard%20Template/view-pipeline.jpg) Opening a job requisition from the Dashboard   2 Step 2 Select the Stage   Click the **Stage** you would like to add the scorecard to. A drawer will open. ![Opening the stage drawer](https://help.scalis.ai/hubfs/Knowledge%20Base%20Guides/UPDATED%20Creating%20Scorecard%20Template/stage-icon.jpg) Opening the stage drawer 3 Step 3 Assign the Template   From the dropdown, select the **Scorecard Template**, assign an interviewer, and click **Update Stage**. ![Assigning a scorecard template to a stage](https://help.scalis.ai/hubfs/Knowledge%20Base%20Guides/UPDATED%20Creating%20Scorecard%20Template/add-template.jpg) Assigning a scorecard template to a stage How to Assign a Scorecard to an Interviewer Forgot to attach a scorecard to an interview that's already scheduled? Follow these steps to manually assign a scorecard to an interviewer.   1 Step 1 Open the Candidate's Profile   Select the candidate's profile. ![Opening a candidate's profile](https://help.scalis.ai/hubfs/Knowledge%20Base%20Guides/UPDATED%20Creating%20Scorecard%20Template/select-candidate.jpg) Opening a candidate's profile   2 Step 2 Start a New Scorecard Assignment   Click the **Scorecard** tab at the top of the candidate's profile, then click **Assign Scorecard**. ![Assigning a scorecard from the candidate profile](https://help.scalis.ai/hubfs/Knowledge%20Base%20Guides/UPDATED%20Creating%20Scorecard%20Template/scorecard-assign.jpg) Assigning a scorecard from the candidate profile   3 Step 3 Select the Stage, Template, and Interviewer   Select the **Stage**, **Scorecard Template**, and the user it's being assigned to.   Select **Send email notification** if you'd like to notify the user, then click **Add Scorecard**. ![Selecting a stage, template, and interviewer](https://help.scalis.ai/hs-fs/hubfs/Screenshot%202026-01-23%20at%2013.56.35.png?width=670&height=388&name=Screenshot%202026-01-23%20at%2013.56.35.png) Selecting a stage, template, and interviewer ✓ Final Step Confirm the Assignment   The user is notified that they've been assigned a scorecard to complete, and the details display in the **Scorecard** tab of that candidate's profile. ![Completed scorecard assignment](https://help.scalis.ai/hubfs/Knowledge%20Base%20Guides/UPDATED%20Creating%20Scorecard%20Template/scorecard-in-profile.jpg) Completed scorecard assignment That's it! Your scorecard templates are ready to keep every interview loop consistent and objective. 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