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Scorecards

Scorecards allow recruiters to evaluate candidates systematically by using predefined criteria tailored to specific job roles.

Burak Yılmaz avatar
Written by Burak Yılmaz
Updated over a week ago

Overview

Scorecards allow you to evaluate candidates systematically by using predefined criteria tailored to specific job roles. This feature is designed to streamline the decision-making process, ensuring that all evaluations are consistent, data-driven, and transparent. Whether you're assessing technical skills, cultural fit, or creativity, Scorecards provide a structured approach to candidate evaluation.


Key Features

  • 🛠️ Customizable Scorecards: Create scorecards with criteria and questions that align with the needs of specific roles.

  • 🤝 Team Collaboration: Multiple team members can fill out scorecards, and their inputs can be aggregated to generate an average score.

  • 📊 Data-Driven Insights: Review and compare individual scores and team averages to make informed hiring decisions.

  • 🎯 Candidate Filtering: Shortlist candidates based on their scorecard results to expedite the recruitment process.


How to Use Scorecards

1. Accessing the Scorecards

  • Navigate to the Scorecards section from your organization settings.

  • Here, you will see a list of all existing scorecards, along with details like the number of criteria each scorecard evaluates.

2. Creating a New Scorecard

  • Step 1: Click on the "Create Scorecard" button.

  • Step 2: Name your scorecard (e.g., "Marketing Manager Evaluation").

  • Step 3: Optionally, add a description to clarify the scorecard's purpose.

  • Step 4: Add criteria by clicking on "Add a part."

    • Name the Criterion: Provide a name for the criterion (e.g., "SEO Skills").

    • Add Questions: For each criterion, add specific questions that will guide the evaluation process. These can be either open-ended or rating-based.

    • Save Criterion: Click "Save" to add the criterion to the scorecard.

  • Step 5: Once all criteria and questions are added, click "Save" to finalize the scorecard.

  • To edit an existing scorecard, click the pencil icon next to the scorecard's name.

  • To delete a scorecard, click the "X" icon next to the scorecard's name. Note that deleting a scorecard will remove it permanently from the system.

3. Applying a Scorecard to a Candidate

  • Step 1: Go to the candidate’s profile you wish to evaluate.

  • Step 2: Click on the Scorecards tab.

  • Step 3: From the dropdown menu, select the scorecard you want to apply.

  • Step 4: Complete the scorecard by answering the questions and assigning scores.

    • Adding Notes: You can add notes for each criterion if further explanation is needed.

  • Step 5: Save the scorecard once all fields are filled out.

4. Filtering Candidates by Scorecard Results

  • Step 1: Navigate to the Candidates section.

  • Step 2: Use the filtering options to search for candidates based on specific scorecard results.

  • Step 3: Select candidates with the highest scores to prioritize them in the recruitment process.


Best Practices

  • Consistency: Ensure that all team members use the same scorecard for evaluating candidates for a specific role to maintain consistency.

  • Customization: Tailor scorecards to the specific skills and qualities required for each role, but avoid overcomplicating the criteria.

  • Collaboration: Encourage team members to fill out scorecards independently before discussing the results together to prevent bias.


FAQs

Q1: Can I use the same scorecard for different job roles?

Yes, you can use a scorecard across multiple job roles if the evaluation criteria are relevant.

Q2: How do I view team averages on scorecards?

After filling out a scorecard, the team average will automatically be calculated and displayed in the candidate's Scorecards tab.

Q3: Can I edit a scorecard after it has been used?

Yes, you can edit a scorecard at any time. However, changes will only affect future evaluations and not any scorecards already filled out.

Q4: What happens if I delete a scorecard?

Deleting a scorecard will remove it permanently from your organization’s account, including all associated evaluations.

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