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Configure Scorecards

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Every aspect of recruiting should be tailored to the person you hope to hire- sourcing, job ads, interview structure, and evaluation criteria all stem from your vision of your ideal candidate. To make smart decisions, you need consistent scoring- and that's where your scorecard comes in. In this article, we will cover how to configure scorecards for new jobs and edit scorecards for existing jobs.  

For more information on how scorecards fit into the structured hiring process and other best practices, please visit:

 

Configure Scorecards for New Jobs

Note: Configuring a job's scorecard during the new job creation process requires that your organization has Scorecard enabled as a step in the job setup flow.

To configure a new job's scorecard, navigate to the Add icon Screen_Shot_2018-10-18_at_9.52.49_AM.png in the upper right-hand corner and select Create a Job from the dropdown menu.

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Follow the on-screen instructions to create a new job and provide job details. When finished, click Create Job & Continue.

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Depending on whether you are working from a sample template, blank template, or a custom job template, the scorecard configuration page may or may not have pre-populated categories and attributes.

Attributes are specific qualities that your hiring team is looking for in a successful candidate. Categories are used to organize these attributes into sections. 

To add a new category to the scorecard, navigate to the bottom of the page and click + Add a Category. Provide a name for the category and click Create when finished.

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Note: To remove any category, hover over the name of the category and click Remove Category. A dialog box will ask you to confirm this decision. Click Yes, Remove Category.

Add attributes to a category by clicking Edit in the category stripe.

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There are multiple ways to add attributes to a scorecard category. A single attribute can be added by inputting the name of the attribute in the provided field. To add an additional attribute, click +Add Attribute.

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Alternatively, users can can draw upon existing/default attributes by clicking Choose Existing and from the subsequent dialog box, choose 1 or more attributes from the list. When finished, click Add.

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When you have finished adding/editing attributes to a category, click Save to confirm.

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Edit Scorecards for Existing Jobs

Note: Users with Job Admin level permissions do not need the user-specific permission who can create new jobs and request job approvals to edit scorecards on existing jobs.

If your organization's hiring team needs to edit the categories or attributes for an existing scorecard, navigate to the job profile (All Jobs>Job Name) and click Job Setup from the job page navigation bar.

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From the Job Setup page, navigate to Scorecard on the left-hand panel. From the Scorecard page, edit the scorecard.

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