Overview

While the standard process for completing a Scorecard is to wait for a post-meeting email, you can also fill it out in real-time during your meeting. This is especially helpful if you want to capture notes while the conversation is fresh.

Prerequisites 

• Access to Recruiting and Applicant Tracking. 
• Permission to send and complete scorecards. 
• An active job and candidate record with a scorecard template. 

Fill out a scorecard on-the-fly 

1. Go to People > Hiring > Applicant Tracking to open the Recruiting platform. 
2. Open the candidate record, select the Scorecards tab, and then select Send a Scorecard Request.  
   
3. A pop-up window opens. In the pop-up, set the following fields: 

• Event: Select the meeting from the list, or select an unscheduled option such as Recruiter Screen, Phone Screen, or Interview. 
• To: Select your name. 
• Scorecard: Select the appropriate scorecard template. 
• Select Preview Scorecard to review the questions. 
• Guide (optional): Select an interview guide, if your team created one, with suggested questions or talking points. 

4. Select Send Email. Paycor sends an email to you with a link to the scorecard and the guide if selected. 
5. While an email will be sent with a link to the scorecard, you will also see a window appear where you can select LEAVE SCORE to open the scorecard immediately. 
   
   Use the scorecard to enter notes and scores during the conversation.