Interview Packets: Assigning Scorecards

Interview scorecards are a key part of your Interview Packets and help standardize how your team evaluates candidates. By assigning scorecards, you ensure interviewers are aligned on what to assess and how to provide structured feedback. Scorecards can be assigned during interview scheduling, sent separately with a due date, or created on demand for immediate use.

Before Continuing

If you have not created scorecard templates yet, start here: Interview Packets: Set Up Scorecards.

In this article:
Assign a Scorecard During Interview Scheduling
    Option 1: Propose 1:1 Times
    Option 2: Multi-Interviewer Scheduling
    Option 3: Self-Scheduling Link
Create a Scorecard On-Demand
Additional Resources

Assign a Scorecard During Interview Scheduling

When scheduling an interview, you can assign a scorecard so interviewers receive it automatically.

Option 1: Propose 1:1 Times

1. Navigate to the candidate's profile.

2. Click the Actions menu. Select 'Propose 1:1 Times' from the dropdown menu.

    

3. On the scheduling page, locate the Select Scorecard dropdown| and choose the appropriate 

   Scorecard Template.

   

4. Complete the scheduling details.

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Option 2: Multi-Interviewer Scheduling

1. Navigate to the candidate's profile.

2. Click the Actions menu. Select 'Schedule with Multiple Interviewers' from the dropdown menu.

    

3. Under each interviewer, select a Scorecard Template.

    

4. Complete scheduling.

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Option 3: Self-Scheduling Screening

Self-scheduling allows candidates to choose an available interview time. Calendar invitations are automatically sent to both the candidate and interviewer.

When configuring a self-scheduling link, you can assign a scorecard to ensure interviewers complete the required evaluation for each scheduled candidate.

Select a scorecard while setting up the self-scheduling link. Interviewers will be required to complete the assigned scorecard for each scheduled candidate, and the scorecard will also be included in the interview email.

For more information, refer to: Self-Scheduling Screenings Overview.

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Send a Scheduled Scorecard (Without Scheduling an Interview)

You can send scorecards independently of interview scheduling.

1. Navigate to the candidate's profile.

2. Click the Actions menu. Select 'Create or Send Scorecard' from the dropdown menu.

    

3. Choose a Scorecard Template.

    

4. If you select the 'Send scorecard to interviewers' option.
   • Use the 'Enter Name of Recipient' search menu to select the user(s) who should complete the scorecard.

   • Set a Due Date & Time. Upon sending the scorecard, an email will be sent to the selected users with a link to the scorecard and a calendar event for the set due day and time.

      

5. If you Select Scorecard is for me to complete.

   • Click Create Scorecard.

      

   • Once the scorecard is generated, the page will automatically load the scorecard for you to complete.

   • You can immediately fill out the scorecard and submit it, or use the Save & Finish Later.

      

Important Note on Due Date & Time

• If you do not set a due date/time, the system defaults to the date/time the scorecard was assigned.
• This date/time appears on:
  • The scorecard
  • The printed interview packet
• Best Practice: Always set a due date/time to ensure accurate information appears in interview materials.

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Completing the Scorecard

To learn how to complete a scorecard, refer to: Interview Packets: Complete an Interview Scorecard.

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Additional Resources

Interview Packets: Set Up Scorecards
Interview Packets: Assigning Scorecards
Interview Packets: Complete an Interview Scorecard
Interview Packets: Add Interview Questions to Competencies