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

Click the Settings menu.
In the Recruitment & Onboarding section, click the Recruitment submenu.
Click the Evaluation Templates tab.
Click the Add a Template button.
Complete the following fields:
- Template name.
- Questions.
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.

Add an evaluation template to a hiring phase

Click the Recruitment menu on the left-hand side navigation.
Click the Recruitment submenu.
Click the job you need to edit.
Click the three dots icon (...) at the upper-left corner.
Click Edit hiring process.
Click the hiring phase you need.
Click the Import From Template button.
Click the checkbox for each template you want to add to the hiring phase.
Click the Import template button.
Click the Save button to save the template for the hiring phase.
Click the Save button to save the changes made to the hiring process.

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.

Click the Recruitment menu.
Click the Recruitment submenu.
Click the job role you need.
Click the hiring phase you need.
Click the candidate you want to evaluate.
Click the 3 dots.
Click on Update evaluation.

Helpful Hint

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

View a candidate's evaluation scorecard

Click the Recruitment menu.
Click the Recruitment submenu.
Click the job role you need.
Click the hiring phase you need.
Click the candidate whose scorecard you want to see.
Scroll down to the Activity section at the bottom of their profile.
Click the View scorecard button.

Helpful Hint

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

Preview an evaluation template

Click the Settings menu.
Click the Recruitment Settings submenu.
Click the Evaluation Templates tab.
Click the button.
Click the Preview button.

Helpful Hint

You will now see your recruitment template on your screen.

Editing data

Edit an evaluation template

Click the Settings menu.
Click the Recruitment Settings submenu.
Click the Evaluation Templates tab.
Click the button.
Click the Edit button
Make the required changes and click the Save button.

Deleting data

Delete an evaluation template

Click the Settings menu.
Click the Recruitment Settings submenu.
Click the Evaluation Templates tab.
Click the button.
Click the Delete button
Click the Delete button.

Explore related content

Managing your Job Board Integrations This feature allows you to connect to a job board platform, where you can then post the job openings you created within the platform.
Using the Recruitment Module to Manage your Open Roles This feature allows you to post your role openings out and manage the applicants that have applied to said posting.