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How do I set up a scorecard for a position?

Set up scorecard criteria in the position's Settings → Reviews & scoring, or during interview setup. Criteria lock after the first review.

A scorecard is a set of custom evaluation criteria (for example, "Communication skills", "Technical depth", "Cultural add") that every reviewer on the position rates each candidate against. Set up a scorecard in the position's Settings → Reviews & scoring tab, or during interview creation. Criteria lock once the first reviewer submits ratings, so align your team on the criteria before reviews start.


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How to set up a scorecard

To set up a scorecard, open the position's Settings tab and configure the criteria under Reviews & scoring.

  1. Open the position from the Positions list.

  2. Click the Settings tab.

  3. Scroll to Reviews & scoring.

  4. Click Set up scorecard.

  5. Add each criterion you want reviewers to rate. Use short labels ("Communication skills", not "How well the candidate communicates ideas to a diverse audience").

  6. Drag to reorder if you want a specific order on the evaluation panel.

  7. Click Save.

You can also set up the scorecard during interview creation. Open Step 4: Review and activate and use the Scorecard block there. Same result either way.


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How reviewers use the scorecard

Once the scorecard is saved, every reviewer on the position sees the criteria as a star-rating list in the Your Evaluation section of the candidate profile's evaluation panel. Each reviewer rates each criterion independently; the Team section aggregates per-criterion averages once everyone has submitted.
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See How do I submit reviews and use scorecards? for how reviewers interact with the scorecard.


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Locking behavior

Once any reviewer has submitted criterion ratings on the scorecard, the criteria lock. You can't add, remove, or reorder them after that.
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This is deliberate. It keeps the criteria consistent across every reviewer's submission, so the Team averages compare apples to apples. If you realize you need a different criterion mid-review, you have two options:

  • Keep the current scorecard and track the new dimension in Notes.

  • Close the position and duplicate it with the corrected scorecard. Past reviews don't carry over to the new position.


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Tips on choosing criteria

  • Count — keep it to 3–6 criteria. More than that and reviewers skim.

  • Observability — make each criterion observable in the interview. Rate what you can actually see from the candidate's responses, not personality traits you'd need a longer conversation to assess.

  • No overlap — "Communication" and "Presence" often measure the same thing; pick one.

  • Alignment — decide the criteria with the hiring team before reviews start. The lock behavior rewards agreement in advance.


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