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Set up recruitment evaluation templates

Updated

Available for the following plans: Lite, Plus, Unlimited HR, Engage, Elite, Unlimited HR+Payroll
Available for the following HR plans: Premium, Platinum 
Available for the following User Access level: Admin   

The Evaluation Templates feature enables you to specify important details, such as the template name and the questions you wish to include. Additionally, this feature allows you to update information as needed, ensuring that your evaluations remain relevant and effective. You also have the option to delete any templates that are no longer necessary for your current assessment needs.

Getting started

Add an evaluation template
  1. Click the   Settings menu.
  2. In the Recruitment & Onboarding section, click the Recruitment submenu.
  3. Click the Evaluation Templates tab.
  4. Click the   Add a Template button.
    Template_1.jpg
  5. Complete the following fields:
     
    • Template name.
    • Questions.

  6. Click the Save button.

     

    Helpful Hint

    Not sure what to write? If you are on our Platinum HR Classic Plan you can type a few points in, then click   to have our AI help you generate a draft message. You will be able to refine the draft as you need before submitting. 

    Template_2.jpg

Add an evaluation template to a hiring phase
  1. Click the Recruitment menu on the left-hand side navigation.
  2. Click the Recruitment submenu.
  3. Click the job you need to edit.
  4. Click the three dots icon (...) at the upper-left corner.
  5. Click Edit hiring process.
  6. Click the hiring phase you need.
  7. Click the Import From Template button.
  8. Click the checkbox for each template you want to add to the hiring phase.
  9. Click the Import template button.
    screenshot of the select template modal, highlighting templates and the import template button
  10. Click the Save button to save the template for the hiring phase.
    screenshot of the added sections, highlighting the save button
  11. Click the Save button to save the changes made to the hiring process.
    screenshot showing the hiring phases, highlighting the save button

Daily activities

Answer a candidate's evaluation scorecard

The evaluation scorecard lets the people involved in the hiring process rate a candidate's answers to questions added to a specific hiring phase.

  1. Click the  Recruitment menu.
  2. Click the Recruitment submenu.
  3. Click the job role you need.
  4. Click the hiring phase you need.
    screenshot of the job role, highlighting a hiring phase
  5. Click the candidate you want to evaluate.
  6. Click the 3 dots.
    click on the 3 dots

  7. Click on Update evaluation.
    click on update evaluation

    Helpful Hint

    You can also click the  button for each question and leave a note.

  8. Click the Submit button.
    screenshot of the evaluation scorecard popup, highlighting the submit button
View a candidate's evaluation scorecard
  1. Click the  Recruitment menu.
  2. Click the Recruitment submenu.
  3. Click the job role you need.
  4. Click the hiring phase you need.
    screenshot of the job role, highlighting a hiring phase
  5. Click the candidate whose scorecard you want to see.
  6. Scroll down to the Activity section at the bottom of their profile.

  7. Click the View scorecard button.
    screenshot of the activity section, highlighting the view scorecard button
     

    Helpful Hint

    You can now see the candidate evaluation scorecard for this hiring phase.

    screenshot of the evaluation scorecard, showing a candidate's ratings

Preview an evaluation template
  1. Click the   Settings menu.
  2. Click the Recruitment Settings submenu.
  3. Click the Evaluation Templates tab.
  4. Click the   button.

  5. Click the   Preview button.
    Template_3.jpg
     

    Helpful Hint

    You will now see your recruitment template on your screen.

    Template_4.jpg

Editing data

Edit an evaluation template
  1. Click the   Settings menu.
  2. Click the Recruitment Settings submenu.
  3. Click the Evaluation Templates tab.
  4. Click the   button.
  5. Click the   Edit button 
    Template_5.jpg
  6. Make the required changes and click the Save button.
    Template_6.jpg

Deleting data

Delete an evaluation template
  1. Click the   Settings menu.
  2. Click the Recruitment Settings submenu.
  3. Click the Evaluation Templates tab.
  4. Click the   button.
  5. Click the   Delete button 
    Template_7.jpg
  6. Click the Delete button.
    Template_8.jpg

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