Available for the following HR classic 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
- Click the Settings menu.
- Click the Recruitment Settings submenu.
- Click the Evaluation Templates tab.
- Click the Add a Template button.
- Complete the following fields:
- Template name.
- Questions.
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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.
- Click the Recruitment menu.
- Click the Recruitment submenu.
- Click the button for the job role you need.
- Click Edit job details.
- Click the Hiring Process tab.
- 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.
- Click the Save button.
Daily activities
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.
- 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 score.
- Click the button.
- 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.
- Click the Submit button.
- 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.
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Click the View scorecard button.
Helpful Hint
You can now see the candidate evaluation scorecard for this hiring phase.
- Click the Settings menu.
- Click the Recruitment Settings submenu.
- Click the Evaluation Templates tab.
- Click the button.
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Click the Preview button.
Helpful Hint
You will now see your recruitment template on your screen.
Editing data
- 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
- 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.