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How Do I Request an Interview Scorecard for a Candidate in Recruiting?

This is part of the Interview Scorecard User Guide.

Overview

This article is for administrators and staffing users (interviewers).

Requirement: Your administrator must have already Enabled Interview Scorecards in Recruiting.

 

When the Interview Scorecards feature is turned On, you can click Send a Scorecard Request at any time from a candidate's details screen. 

  • If Interview Scheduling is On, you can request an interview scorecard whenever the scheduling tool is used or whenever the candidate is placed in the stage Phone Screen Scheduled or Interview Scheduled.
  • If Interview Scheduling is Off, you can request an interview scorecard whenever the candidate is placed on the stage. Phone Screen Scheduled or Interview Scheduled.

Additionally, all Feedback Requests are replaced with Interview Scorecards. Schedule your candidate's Phone Screens and Interviews as normal in Recruiting, and the system handles the rest.

This is part of the Interview Scorecard User Guide. 


Steps to Request an Interview Scorecard for a Candidate 

1. Log in and go to People > Hiring > Applicant Tracking. The screen opens to display the Active Jobs in your company.

Shows the menu as described.

2. Click the job title, and when the job details screen appears, click the candidate you want to add an interview scorecard.  Their details screen appears. 

Shows the Candidate Details screen

3. Click the Scorecards tab, and on the right, click Send a Scorecard Request. The Send Scorecard Request screen appears.

Shows the Send Scorecard Request screen

4. Complete these fields:

  • To: The interviewers. Enter as many as needed.
  • Scorecard: Select the appropriate scorecard
  • Hello: The interviewers

5. At the bottom right, click Preview Email to see a preview, and click Close when you're done.

Shows the Email Preview

6. When you're finished with the email, click Send. The candidate's Scorecard screen updates with the Interview Scorecard you sent. 

Shows the sent scorecard

Updated: July 8th, 2025 2526 views


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