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Best Practices: Thinking Through Scorecard Categories

As you are diving into scorecard configuration, one key element is setting up your scorecard categories. We suggest using our sample template if you are having trouble defining the categories that you would like to use. Greenhouse’s sample scorecard supports you in creating this structure with four key categories:

  1. Details - Is the candidate eligible to be considered? Evaluate the basic requirements to be considered for the role. Attribute Examples: Able to Work in the US, Fits Salary Range, Willing to do Required Travel
  2. Qualifications - Does the candidate have the necessary qualifications? Verify the concrete previous experiences or certifications that are required to fill the role. Attribute Examples: Engineering Degree, HR Certification, SaaS Experience
  3. Skills - Does the candidate have the work product and skills? Consider the skills and expertise that a candidate has honed throughout their career. Attribute Examples: Event Coordination, Lead Generation, Budget Management
  4. Personality Traits - Will this candidate add to the company culture? Understand the personality and culture fit of the candidate. Attribute Examples: Entrepreneurial, Likes to Learn New Things, Passionate

You should focus on each of these attributes in different stages of the interview process:

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If the default categories do not resonate with you, here a few other ways other organizations have categorized their scorecards:

  • Interview Type: Phone Interview, Take Home Test, Culture Fit, Department Interview, Executive Interview, etc
  • Skill Type: Job Description, Department Requirements, Company Values, General Requirements