# Scorecards

Scorecards are internal evaluation tools used to assess candidates during or after different hiring stages. Suitable for evaluating candidates at any stage in the pipeline, they’re built on pre-existing, customisable templates and include rating criteria, as well as space for notes—helping your team to compare candidates objectively and efficiently whilst avoiding unstructured feedback.

Use scorecards in JOIN to evaluate candidates consistently and collaboratively based on replies to interview questions, job-specific attributes and overall impression. Scorecards help structure your interview process, align team feedback, and enable you to make confident hiring decisions.

Choose from a set of pre-existing scorecard templates or create your own in [Scorecards](https://join.com/settings/company/scorecards).

***

### Scorecard templates <a href="#create-and-manage-scorecard-templates" id="create-and-manage-scorecard-templates"></a>

Templates define the structure of your scorecards and can be reused across jobs and hiring processes. Create or manage existing scorecards easily in `Settings` → `Scorecards`.

<figure><img src="/files/7rOWzifJ4WWtqpaFxCFr" alt=""><figcaption></figcaption></figure>

#### To create or edit a scorecard template: <a href="#to-create-or-edit-a-scorecard-template" id="to-create-or-edit-a-scorecard-template"></a>

1. Go to the `Settings` tab from the sidebar menu
2. Select `Scorecards`
3. From here, you can:
   * Click `Add template` to build a new scorecard
   * Click `Duplicate` to copy (and customise) an existing template
   * Click `Delete` to remove a scorecard template
   * Or click on an existing scorecard to edit it

<figure><img src="/files/VTn221sZp6v8qJQYH3A9" alt=""><figcaption></figcaption></figure>

{% hint style="warning" %}
Changes made to templates will only be applied to scorecards created *after* the update. Existing scorecards that were created in the past remain unchanged.
{% endhint %}

***

### Adding a scorecard <a href="#scorecards-in-candidate-profiles" id="scorecards-in-candidate-profiles"></a>

All submitted scorecards can be seen in the candidate profile. When one or more team members submit multiple scorecards, a summary view will be displayed in the candidate's scorecard tab.

You can add a scorecard to any candidate who has an active application from their profile. This allows you to structure your feedback and contribute to a collective evaluation.

{% stepper %}
{% step %}

#### Go to a candidate profile <a href="#step-1-accessing-a-candidate-profile" id="step-1-accessing-a-candidate-profile"></a>

You can access the profile of the candidate you're reviewing simply by clicking on a candidate's name within JOIN. It can be accessed from `Applications`, `Jobs` or `Talent Pool` tabs. You can also search for a candidate from search bar ( <i class="fa-command">:command:</i> + K) and open their profile directly.
{% endstep %}

{% step %}

#### Adding a scorecard to a candidate’s profile <a href="#step-2-adding-a-scorecard-to-a-candidates-profile" id="step-2-adding-a-scorecard-to-a-candidates-profile"></a>

Select the `Scorecards` tab in the centre panel or in the `Overview` tab click `Add a scorecard` to begin writing your evaluation.
{% endstep %}

{% step %}

#### Creating a scorecard <a href="#step-3-adding-a-scorecard" id="step-3-adding-a-scorecard"></a>

In the 'Add Scorecard' modal that appears:

1. If the candidate is assigned to multiple jobs, select the associated job for this scorecard from the `Job` dropdown menu. This input field is only available if a candidate has active applications for multiple jobs in.
2. Select a template from the `Scorecard` dropdown menu. \
   (Optional) Click `Configure` to create or update the template in the `Scorecards` settings before use.
3. Click `Next step`.
4. Start filling out the scorecard and complete the scorecard by rating attributes and adding comments.
5. When ready, click `Publish scorecard`. You can also choose `Save as draft` to continue later.
   {% endstep %}
   {% endstepper %}

{% hint style="info" %}
Scorecards auto-save while you're working. Only the original creator can edit or delete a scorecard after submission.
{% endhint %}

***

### Scorecard interface and features <a href="#scorecard-interface-and-features" id="scorecard-interface-and-features"></a>

When you create or fill out a scorecard, you’ll see a structured interface designed to guide interview feedback and ensure consistency across your hiring process. Here's what you can expect in the scorecard view:

#### Interview questions <a href="#interview-questions" id="interview-questions"></a>

At the top of the scorecard, you’ll find the list of questions assigned to the template. Each question includes a dedicated `Answer and notes` input field where you can enter key insights and feedback gathered during the interview. You can:

* Answer questions in free-text format
* Use rich text formatting options (text formats, bold, italic, underlined, strikethrough, links, etc.)
* Add by clicking `Add question` button at the end of all questions
* Remove question clicking the delete icon <i class="fa-trash-can">:trash-can:</i>

#### Attributes <a href="#attributes" id="attributes"></a>

Below the questions, you'll find a list of attributes—such as `Communication skills`, `Organisational fit`, and `Reliability`. Each attribute can be rated using a 5-star system to help quantify your evaluation. You can:

* Add more attributes by clicking `Add attribute`
* Use star ratings to quickly summarise strengths and weaknesses

#### Overall impression <a href="#overall-impression" id="overall-impression"></a>

At the bottom of the scorecard, you’ll see a final evaluation section named `Overall impression`. This allows you to choose from 4 overall ratings: `Definitely no`, `No`, `Yes`, `Definitely yes`

You’ll also need to provide a summary in the `Overall conclusions, pros and cons` field. Use this space to outline your general opinion of the candidate, listing key advantages, potential concerns and other aspects of interest for an informed hiring decision.

#### Draft and publish options <a href="#draft-and-publish-options" id="draft-and-publish-options"></a>

JOIN automatically saves your input as you go. When you're ready, you can:

* Click `Publish` to share the scorecard with your team
* Click `Close draft` to save your progress and return to it later
* Use `Delete` if the scorecard should be discarded (only available to the creator)

Only the team member who created a scorecard can edit or delete it. Other users will have view-only access.

Once published, your scorecard becomes part of the candidate’s overall evaluation and is visible in the `Overview` and `Scorecard` tab in the candidate profile.

***

### Customise scorecards <a href="#customise-scorecards-while-submitting" id="customise-scorecards-while-submitting"></a>

When filling out a scorecard, you can:

* Add, remove, or modify questions and attributes
* Adjust rating scales or reorder sections
* Click `Configure` to update the underlying template

This flexibility ensures you can tailor evaluations for each candidate without affecting historical data.

{% hint style="info" %}
Only System Admins and Standard users can customise Scorecards.
{% endhint %}

***

### View scorecard feedback <a href="#view-scorecard-feedback" id="view-scorecard-feedback"></a>

All scorecards submitted for a candidate are shown in their `Scorecards` tab.

If multiple team members submit feedback, JOIN displays:

* Each individual scorecard, with the name of the reviewer
* An aggregated average score per attribute across all scorecards

This makes it easy to compare opinions and make collaborative hiring decisions.

{% hint style="info" %}
Only published scorecards appear in the candidate profile view. Drafts remain private to their creator until published.
{% endhint %}

***

### Tips for using scorecards <a href="#tips-for-using-scorecards-effectively" id="tips-for-using-scorecards-effectively"></a>

Using scorecards effectively can significantly improve the quality and fairness of your hiring decisions in JOIN. By aligning your team on consistent evaluation criteria and capturing structured feedback, scorecards help reduce bias and make candidate assessments more transparent. Here are some best practices to get the most out of scorecards in your hiring process:

* Standardise templates for specific roles to improve consistency
* Use the same criteria across candidates to enable fair comparisons
* Encourage all interviewers to submit scorecards to gather diverse perspectives
* Review scorecard summaries in the `Scorecards` tab to support hiring discussions

***

### FAQs <a href="#faqs" id="faqs"></a>

<details>

<summary><strong>What is a scorecard?</strong></summary>

A scorecard is a tool used to evaluate candidates consistently based on predefined interview questions and attributes. It helps hiring teams structure feedback and make more objective hiring decisions.

</details>

<details>

<summary><strong>Can I edit or delete someone else’s scorecard?</strong></summary>

Only the person who created the scorecard can edit or delete it. Other team members can view submitted scorecards but cannot make changes.

</details>

<details>

<summary><strong>What happens if I change a scorecard template?</strong></summary>

Template changes will only apply to future scorecards. Existing ones will not be updated.

</details>

<details>

<summary><strong>How do scorecards differ from assessments?</strong></summary>

Scorecards are internal tools for your team to evaluate candidates. Assessments are tests sent to candidates to evaluate specific skills.&#x20;

<a href="/pages/EVr0Vibv43MbBA7C7P1S" class="button secondary">Read more</a>

</details>

<details>

<summary><strong>Can I customise scorecard templates?</strong></summary>

Yes, you can fully customise templates in the `Scorecards` section under `Settings`. You can create new templates, edit existing ones, or clone and delete templates as needed. Changes only affect future scorecards.

</details>

<details>

<summary><strong>Can I change questions or attributes when submitting a scorecard?</strong></summary>

Yes, you can add, remove, or edit both questions and attributes while submitting a new scorecard or editing a draft. These changes do not affect the original template unless you choose to update it.

</details>

<details>

<summary><strong>How are scorecard results displayed?</strong></summary>

Once scorecards are submitted, they appear in the candidate’s `Scorecards` tab. If multiple team members submit scorecards, JOIN shows a summary view with average attribute ratings and a list of all submitted evaluations.

</details>

<details>

<summary><strong>Can I see scorecard results from other team members?</strong></summary>

Yes. All submitted scorecards are shown in the candidate profile’s `Scorecards` tab. You can view each one individually or see a summary view that shows average scores per attribute.

</details>

<details>

<summary><strong>Can I print or export a scorecard?</strong></summary>

Currently, scorecards are designed for in-app use only. There is no direct print or export feature, but you can take a screenshot or copy content if needed.

</details>

<details>

<summary><strong>What’s the benefit of using scorecards?</strong></summary>

Scorecards promote fairer, more structured hiring by aligning interviewers on what to evaluate. They reduce bias, improve team collaboration, and make candidate comparisons clearer.

</details>

&#x20;


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://help.join.com/candidates-and-applications/scorecards.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
