Set Up Structured Evaluation Templates for Interviews

Structured Evaluation Templates allow interviewers to score candidates against predefined criteria and provide consistent feedback during the interview process. Templates can be attached to interview stages within a hiring workflow.

Would you like to do this on candidate reviews, too? Learn more here!


Before You Begin

Structured Evaluation Templates are available on interview stages within an opening's hiring workflow. Watch the video below or read on to learn more!

Create an Evaluation Template

  1. Navigate to Openings.
  2. Select the opening you want to configure.
  3. Open the Job Settings tab.
  4. Add a new interview stage or select the Edit (pencil) icon next to an existing interview stage.

  5. Click Setup/Edit Evaluation Form.

Add Evaluation Criteria

  1. Click Add an Attribute/Quality.

  2. Enter the attribute or competency you want interviewers to evaluate.
  3. Add a description if desired.
  4. Click Add Attribute.

Examples of evaluation criteria may include:

  • Communication skills
  • Technical expertise
  • Problem-solving ability
  • Team collaboration

Make Questions Required

To require interviewers to complete an evaluation item:

  1. Select the Mandatory checkbox for the attribute.

When an attribute is marked as mandatory:

  • The rating is required.
  • The comments field is also required.

Save the Template

  1. Continue adding attributes as needed.
  2. Click Done.

  3. Click Save on the interview stage configuration page.

The evaluation form will automatically be included for candidates who reach that interview stage.

What Interviewers See

When providing interview feedback, interviewers can:

  • Rate each evaluation attribute
  • Leave comments for each item
  • Submit an overall recommendation for the candidate

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