Complete an Interview Scorecard

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Getting emails about completing scorecards for your candidates? Follow the guide below to complete an interview scorecard.

You will receive interview scorecard requests via email.

1. Click on the link in your email that reads Scorecard for [[CANDIDATE NAME]].

2. If you are not logged into ClearCompany already, you will be prompted to do so.

3. Once logged in, you will be taken directly to the scorecard within the interview packet for the candidate. The interview packet includes:

  • Details: The time and location of the interview and the candidate's resume
  • Interview Guide: Provides behavioral interview questions on competencies define for the role you're interviewing for. Note: an interview guide will only be generated if you have a Role defined for the requisition you're hiring for.
  • Scorecard: This is the scorecard you will complete during or after the interview to be shared with the other members of your hiring team.

4. Click on the Scorecard tab of the candidate profile.

  • For questions with a scale: Select an appropriate scale item for each question, competency, skill, or goal.
  • For Q&A questions: Provide a detailed, thoughtful written response. You don't need to click a "Save" button - it saves your notes and responses in real time.

5. When you are done, click Submit Scorecard. You can also click Save & Finish later if necessary.

 

 

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Comments

8 comments
  • My team is struggling with scorecards getting erased by accidentally navigating away from the page. Is there any easy fix for this or future feature release planned to auto-save periodically or make it harder to exit out accidentally? (I think the mac trackpads have a backspace gesture baked in).

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  • Hi Kat,

    That's great feedback. As a Mac user, I can relate! If you haven't passed this feedback onto your Customer Success Manager, I would highly recommend doing so. We keep track of client requests like this - if we have not created a feature update request for this already, we can create one to send to our Product team. If one exists already, we can add your account information to the request. The more requests we get, the faster the feature update happens! 

    Best,

    Isabel

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  • Hi Isabel,

    Is there a way to change an assigned scorecard to a different scorecard?  I have 4 candidates scheduled for phone interviews and discovered that I did not have a scorecard for the position they are interviewing for.  I created one and would like to switch from the one I originally assigned to them to the new one I just created.

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  • Hi Barbara,

    There is not currently a way to switch out the scorecard once it has been sent. If you wish to send a different scorecard, you will need to either:

    • Delete the interview and reschedule with the new scorecard
    • Use the separate "send a scorecard" functionality to send the new scorecard separately from the interview 

     

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  • Hi Isabel,

    I "saved and finish later" a scorecard........... where do I find it, its not showing on the candidate application.

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  • Hi Barbara,

    On the candidate profile in question, you should see a tab towards the top that says "Interviews." 

    If you click on this, it should show any outstanding interviews and associated scorecards, including the one you would like to complete!

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  • How far in advance of an interview are the scorecards available to the interviewers?

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  • Hello Lauren, as soon as the candidate accepts the interview time, the interviewer will receive an email with the time, interview guide, and scorecard that they will be able to access.

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