Skip to main content
Scorecards are structured questionnaires your team fills in after evaluating a candidate. Every interviewer rates the same criteria, so candidates are compared fairly.

​
Creating Scorecards

Scorecards are managed as reusable templates. Create a template once, then attach it to as many pipeline stages as you like, across job openings.
1

Open the Scorecards templates page

Go to Account → Templates → Scorecards.
2

Create a new template

Give the template a name, then pick a layout and the stage types it applies to.
3

Define the criteria and save

New templates start with four default criteria: Communication, Technical Skills, Problem Solving, and Cultural Fit. Add, remove, or reorder them, then save the template.
Create scorecard template form with the name Technical Interview Scorecard, Applicable Stages showing 3 selected, a Compact or Detailed layout switch set to Compact, Notes set to Optional with Must rate all criteria switched on, and four criteria, Communication, Technical Skills, Problem Solving and Cultural Fit, each with a line of guidance, reorder arrows and a delete button

A new template starts with four default criteria that you can rename, reorder, remove or add to

A template’s layout is chosen once, when you create it: In a Detailed scorecard, the section weights add up to 100. You can also choose whether the note under each criterion is required, optional, or hidden. Create separate templates for different rounds, so interviewers rate only what their round is designed to assess.

​
Attaching Scorecards to Stages

Scorecards attach to the pipeline stages where a human evaluates the candidate. To attach a template, open the job’s Candidate Pipeline settings, select a supported stage, and pick the template from the scorecard dropdown. See Pipeline Stages for the full stage configuration options.
Phone Screening stage in the pipeline builder with Stage Name and Internal Name fields, Scorecard and Rejection Email dropdowns, and the Scorecard dropdown open, listing No template, Culture & Values, Sales Interview, Engineering Interview, Senior Engineer Panel, the Scorecard template which is selected, and Create New

The Scorecard dropdown on a Phone Screening stage lists the team's templates

​
Filling In a Scorecard

When a candidate reaches a stage with a scorecard attached, evaluators fill it in from the candidate’s profile.
1

Open the candidate

From the applications dashboard, open the candidate details panel.
2

Rate each criterion and submit

Give a star rating for every criterion. Equip computes an overall score from your ratings.
Scorecard form for Daniel Lawson with star ratings of 8 for Communication, 9 for Technical Skills, 8 for Problem Solving and 7 for Cultural Fit, an overall score of 8.0 out of 10, an Additional Feedback box, and Cancel and Submit buttons

Each criterion gets a rating out of ten stars, and the overall score updates as you go

Live Interview stages work differently. Each panellist fills in the scorecard on their own scoring page, and the scores combine into a single result. See Interview Feedback and Results.
Opening an existing scorecard and submitting it again always creates a new scorecard event. It does not overwrite the earlier submission, so treat each submission as a fresh evaluation.

​
Scores in Analytics

Scorecard results appear in two places:
  • Candidate profile: submitted scorecards appear on the Candidate Details tab, and every submission is logged in the Candidate Journey.
  • ATS Insights: The Avg scorecard by recruiter chart in the Team section averages scorecard results per recruiter.
If one interviewer’s averages drift far from the team’s, align on what each star rating should mean before your next round of interviews.
  • Pipeline Stages - Configure the stages where scorecards can be attached
  • Candidate Profile - Where submitted scorecards and the Candidate Journey live
  • ATS Insights - Team analytics, including the average scorecard by recruiter chart
  • Email Templates - The other reusable templates you can attach to pipeline stages