Configuring interview scorecards

Interview scorecards are structured lists of questions used to increase consistency in your interview process. In most cases, your CareerPlug account will come with Phone Screen, In-Person Interview, and Reference Check scorecards.

In this article:

• Editing an existing interview scorecard
• Creating a new interview scorecard
• Using a new interview scorecard in the hiring process

Editing an existing interview scorecard

Navigate to Settings > Templates > Interview Scorecards.

Click the Edit link next to a scorecard you wish to edit. This will create a copy of the scorecard for you to edit. Make sure you give your scorecard a distinctive name. Otherwise, it will be named "[Your Name] Copy of [Scorecard Name]".

Creating a new interview scorecard

Navigate to Settings > Templates > Interview Scorecards.

Click the Create New Interview Scorecard button.

You can either start from scratch with a new scorecard or clone an existing scorecard and make whatever changes you wish. Select your option and click Create Scorecard. Name your scorecard (for example, "Second Interview Scorecard"). Toggle on any Hiring Steps you would like the scorecard to be assigned to (for example, Phone Screen). You can add a section (or sections) under which to organize your questions, if needed, and add a space for comments.

Click the Add Question button to add your first question. Select what type of question you would like to ask:

• Open Text Response
• Select - Dropdown
• Select - Choices (vertical layout)
• Select - Choices (horizontal layout)
• Yes/No

You can choose which section a question appears in, if you created any. Type the name of the question. Enter the response options and choose how each response to the question will be weighted in the final score (if applicable). When you are selecting the score for various response options, you can choose any scale (some clients use 1-4, others use 1-10), but be sure to keep your method of scoring consistent across questions. Add additional answer choices by clicking Add Response Option. Click Add Questions at the bottom once you have added all of the response options for a particular question (or added any other questions).

Add as many sections, questions, and notes as you wish. You can edit the order in which a section, question, or note appears by clicking the up-and-down arrow to the left of it and dragging it up or down.

When you are finished, click the Save button at the bottom (or top right corner) of the page.

Using a new interview scorecard in your hiring process

In order to use a new interview scorecard, an administrator on your account must add your new scorecard to a hiring process. Each of your jobs is associated with a hiring process. When an applicant applies to a job, you can use an interview scorecard for that applicant only if the hiring process associated with the job includes the scorecard.

To add a scorecard to your hiring process, navigate to Settings > Hiring Tools > Hiring Process. Click Edit next to the hiring process you'd like to edit.

On the next screen, locate the name of the hiring step you want the new scorecard to be associated with. Click the pencil icon to edit the hiring step.

Scroll to the "Select Hiring Tools" section. Click the Select link next to Scorecards and turn on the toggle for the scorecard you've created.

Click Confirm, then click Save Changes on the hiring step, then click Save and Exit to save the hiring process.

On your Applicants page, locate an applicant who applied to a job that uses the hiring process you just edited. Click their name, then click their Scorecards tab. When you click Fill New Scorecard, you should see the option to use the scorecard you created.