Set up your organisation's recruitment evaluation templates via the HR platform

A recruitment module helps companies organise candidates for hiring and recruitment purposes. The benefits of using such a module include access to metrics like time, cost, and candidate quality improvements.

The Evaluation Templates feature allows you to create your own candidate evaluation templates and specify details such as the template name and desired questions. You can also use this feature to edit the information if it needs updating and to delete an entry that you no longer need.

Availability

HR Plan:   Standard   Premium   Platinum
  User Access:   Employee         Manager         Admin      

  This is the default access level per user and whether they have  view,  edit and  delete access, excluding any changes made via our Custom Security feature.

Getting started

Add an evaluation template
  1. Click the   Settings menu.
  2. Click the Recruitment Settings 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 Platnium HR 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.
  2. Click the Recruitment submenu.
  3. Click the  button for the job role you need.
  4. Click Edit job details.
    screenshot of the jobs tab, highlighting the three dots and edit job details button for a job
  5. Click the Hiring Process tab.
  6. Click the hiring phase you need.
    screenshot of the open role, highlighting the hiring processes tab and a hiring phase
  7. Click the Import from template button.
    screenshot of the chosen hiring process, highlighting 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.
    screenshot of the added sections, highlighting the save button
  11. Click the Save button.
    screenshot showing the hiring phases, highlighting the save button

Daily activities

Answer a candidate's evaluation scorecard

Important

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 score.
  6. Click the  button.
    screenshot of the candidate's profile, highlighting the evaluation scorecard button
  7. Click a star rating to score the candidate for each question.

    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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