Creating and using an interview kit / scorecard

Overview

When hiring as a team, you need accessible, actionable feedback. Create an interview kit for a structured hiring process and ensure every candidate is assessed accurately and consistently. 

 

• All candidates are asked the same questions in the same order.
• Responses are evaluated via a scorecard using a consistent rating scale (thumbs, stars, or numbers).
• Scorecards you create and attach to stages are automatically added to candidate profiles at that stage and are accessible to the entire team when they evaluate candidates.
• Feedback is gathered on the candidate profile, where the team can review and take action.
• Candidates won't be able to view their scorecards even if they join your Workable account after being hired. Learn more here.

 

Adding an interview kit to a stage

Interview kits can be added to draft, published, or internal positions and in the following pipeline stage types: Phone Screen, Assessment, and Interview. To add an interview kit to a job:

1. Navigate to the Workflow section of the job editor. 
   
2. You will see that the stages of the pipeline suitable for Interview kits are visible, and the rest are grayed out. Click on the stage you want to add your interview kit and click on Add interview kit. 
   
3. Options for creating or importing interview kits will appear. You can:
   • create a kit from scratch
   • import from your Templates (interview templates)
   • import from another job
   • create it automatically based on the job requirements

All these options are available as you continue to put the kit together.

 

Interview kit structure

Interview kits are divided into multiple sections to provide a structure for interviews and standardize feedback for easier review. Each section relates to specific sets of skills, personality traits, or requirements that you’re looking to assess:

Sections are made up of:

• A section title (this is also the template name)
• One or more skills, traits, or requirements
• One or more evaluation questions (optional)

In the above example, we created a section called "Business Skills". We're assessing "Commercial Awareness" and "Entrepreneurial Spirit" with a few questions. We could add more skills/questions to this section or add another section entirely.

Once an interview kit is created, you’ll be able to record in-depth evaluations or quickly rate candidates using your company's rating scale (thumbs, stars, or numbers).

 

Editing and saving an interview kit

 When you've added some questions to your kit, further editing options will appear to the right.

Create new sections or import questions from other parts of your account:

• If the Rate Questions switch is set to ON, interviewers will be able to leave a rating for every single item/line in the interview kit.
• If Rate Questions is OFF, interviewers will only be able to rate subsections (skills, traits, requirements).
• If in doubt, you can always preview your interview kit via the link on the right-hand side.

To edit or delete sections of the interview kit, hover over the section and click the pencil (edit) or trash can (delete) icon. Be sure to save your changes after editing.

 

Filling out an interview scorecard

Interview kits will be available as a scorecard when evaluating candidates in the relevant stage.

1. Click the thumbs up/down button to submit an evaluation. Each member of the hiring team can leave one evaluation for the candidate per stage. 
2. Rate the candidate for each skill/question, or skip topics you weren't able to get to.
3. Click +Add note to add notes for a specific topic/question of the interview.
4. At the end, include an overall rating and comment (mandatory field) providing additional details as to why this candidate is or isn't a good fit for the job.
5. Click Add evaluation.

To access scorecards for upcoming interviews, navigate to your Agenda; click the calendar icon in the black toolbar at the top of the screen. 

🔎 Learn more about the evaluation process.