Create a scorecard

How to create or amend a scorecard to be used in your recruitment pipelines.

Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago

Scorecards allow to you to rate how well an applicant does during different stages set out in your recruitment process. You easily create new scorecards or edit existing ones you have in place.

  1. Click your name in the top right, then click Settings.

  2. On the settings menu click Recruitment, then click Scorecards.

  3. Click Add new.

    📌TIP: To edit an existing scorecard, click on the pencil icon next to it

  4. Name the scorecard.

  5. Under Scorecard sections, click Add section.

  6. Enter a section title, then enter an item. Each item is what is given an evaluation.

  7. If required, click Add under the first item to create an additional item.

  8. If required, click Add at the bottom of the last section to create an additional section.

  9. Once you've finished creating you scorecard, click Save.

📌TIP: If you need to delete a section or an item, click the rubbish bin icon next to it. If you want to change the order of your scorecard sections, click on the up or down arrow next to the section.

At the bottom of your scorecard settings you can see a list of your scorecards, and see whether they have been used in any of your pipeline stage actions.

If any Scorecards have been used in a pipeline, you can click Yes next to one to see which stage actions that scorecard has been used in.

In the example above, the scorecard was applied at a "CV review" of a pipeline.

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