A Scorecard is a list of criteria you define and associate with a specific position. Your Hiring Teams can use the Scorecard to evaluate candidates with a simple thumbs-up, thumbs-down system, plus notes on each scorecard item.
Custom Scorecards are available on Growth, Business, and Pro plans. |
Breezy uses the average of your hiring team’s scorecard ratings to display an overall score for the candidate and for side-by-side candidate comparisons.
In this article:
How to create a scorecard
You can create and manage Scorecards in your Recruiting Preferences.
Click the gear icon ⚙️ in the left sidebar.
Hover over Recruiting Preferences.
Click Team Scorecards.
Click + Scorecard to create a new Scorecard, or click the copy icon (pages) to clone an existing one.
Enter a name for your Scorecard.
Click + Section to create sections to help organize items.
Click + Item under each section to create criteria for the team to rate candidates on.
Click the comment icon (speech bubble) next to an item, if you’d like to allow written feedback.
Click Save Changes.
You can add as many sections and questions as you like.
How to edit a Scorecard
You can make changes to a Scorecard’s settings at any time.
Note: When you make a change to a scorecard's settings, any existing feedback in custom sections will be removed.
Click the gear icon ⚙️ in the left sidebar.
Hover over Recruiting Preferences.
Click Team Scorecards.
Click the edit icon (pad and pen) to the right of the correct Scorecard.
Make changes as needed.
To change the order of sections, click and drag the Reorder icon that appears to the right of a section’s name.
To delete an item, click the X that appears to its right.
Click Save Changes.
💡 Tip: Kick off with an Interview Guide!
Base your Scorecard on an Interview Guide and make it super simple for your team to add interview feedback.
How to add a scorecard to a position
Once you've created a Scorecard, you can assign it to a position in the position's settings. The scorecard will appear in the profile of every candidate for that position.
Click Positions/Pools in the left sidebar.
Open the correct position.
Click the gear icon ⚙️ in the top-right corner of the window to open Position Settings.
Click Screening in the left sidebar.
Choose a Scorecard from the Available Scorecards dropdown.
Click Save Changes.
💡 Tip: Scorecard on the fly!
If the perfect scorecard isn’t already available, you can create one from Position Settings. Just click + Add Scorecard under the Available Scorecards dropdown.
How to use Scorecards
Hiring team members
Hiring Team members can access the scorecard from the Scorecard tab of a candidate’s profile. They can add their feedback using simple thumbs-up, thumbs-down, and neutral ratings, and written comments.
Each rating has a numeric value:
👍👍 Very Good = 10
👍 Good = 7.5
⭘ Neutral = 5
👎 Poor = 2.5
👎👎 Very Poor = 0
To complete a scorecard:
Open the candidate’s profile.
Click Scorecard near the top-right corner of the window.
Enter any general thoughts or comments.
Select an Overall Rating for the candidate.
Select a rating for each additional Scorecard item and add written feedback, if applicable.
Click Save Scorecard.
The average of the hiring team’s Overall Ratings is the Candidate Score. It’s shown on or near the candidate’s profile picture and in the candidate list. In Candidate Compare, the Candidate Score is shown as the Average Score, along with the average of each scorecard item.
💡Tip! Scorecards to go
Need a copy of your scorecard to save or share? 🥡 Just click the Export icon (paper with arrow) at the top of the scorecard and choose a location.
Hiring Managers
Hiring Managers for a position (or team members with the appropriate custom permissions) can access a breakdown of all the hiring team’s feedback and scorecard information, in a single view, on each candidate’s profile.
Open the candidate’s profile.
Click the More dropdown near the top-left corner of the window.
Click Team Scorecards.
Scroll to view ratings and comments. Click + Show Feedback under an item to view written feedback added by the hiring team.
Click the Export icon (paper with arrow) at the top of the scorecard if you’d like to save a PDF version.
Hiring Managers can also view team scorecards on the Breezy mobile app!
To view scorecard feedback:
Open the candidate’s profile.
Swipe to Team Scorecards near the top of the screen and tap to select.
Scroll to view ratings and comments.
Click + Show Feedback under an item to view written feedback added by the hiring team.
How to request scorecard feedback
Scorecards are always available on each candidate’s profile, so your hiring team can add feedback at any time. To be sure feedback is added, you can request scorecards automatically with Stage Actions, or as needed from the Candidate’s profile
Stage Actions
You can request scorecard feedback from your hiring team automatically, with the Team Feedback stage action.
When a candidate reaches the stage where the action has been set, a notification will be sent to everyone on the Hiring Team.
Scorecard reminders
You can send reminders from the Hiring Manager’s Team Scorecards view. Just click Request Scorecards and reminders will be sent to hiring team members who haven’t added feedback yet.
