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Managing Scorecards

Learn how to manage your scorecards, such as adding, removing and reordering questions on the form.

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Written by Emily Smith
Updated yesterday

Talos allows you full control to manage your forms, including creating and amending your scoring forms.

Scoring forms can be used for the recruitment team to score candidates based on certain criteria - for example, during an interview.

Multiple scoring forms can be saved on your system, each tailored with specific questions to suit the scoring criteria.

Creating a Scorecard

Creating a new Form

Note: to create forms using the Form Builder in Talos, you will need access to the ‘System Administrator' permission.

To create a scorecard go to the Forms Admin screen. In the Forms Admin screen, this will show you all forms that have been created on your system, as well as various filters to limit the results.

To create a new scorecard, click on 'Create New Form' in the upper right-hand corner of the page and select 'Scoring Form' from the list:

This will load a new template for you to amend as needed to create your new application form with.

To amend the name of the form, click on 'New Form' in the upper left-hand corner of the page and replace this with the name of the form:

Adding Questions

Adding sections to the form will allow you to add in questions to the form, for the recruitment team to complete. You can achieve this by clicking on the 'Add Section' button:

When adding a new section to your scoring form, you will next need to click on the 'Add Question':

Select the relevant field you would like to add from the available options and this will be added to your form for you to amend:

You add as many sections and questions to your form as you need.

You are also able to add in a 'Question Bank Question' to the form, which can be created within Talos and set as a reportable question.

With this option, this will allow you to have bespoke reports created within Talos based on the Question Bank Questions you have added to the form.

Select the 'Question Bank' tab within the Field Selection tab and select the relevant question to add to your form.

Tip: if you have questions which need to be added to multiple forms, question bank is the best way to achieve this, as you will only need to create the question once and add this to any relevant form you wish to add the question to.

To learn how to create a new question in the Question Bank, please click here.

Amending Questions

The form builder within Talos has many useful features to modify the look and feel of your scoring forms, from re-ordering questions on the form and setting questions as mandatory or optional.

You can reorder questions within the same section by clicking on the up/down arrows on the question you would like to move so this goes into the relevant position within the section:

There are also various different options when amending your questions on the application form, via the Properties section, which is shown on the right-hand side of the screen when editing a question, including:

  • Setting if the question is required

  • Setting the min and max length of the question

Note: depending on the question type, different options will be available when editing the properties of the question.

Default Scoring Profile

When creating a scoring form, you can set the default scoring profile for that scorecard when adding additional scoring questions.

This will create the scoring question with the default scoring profile, however, this can be amended per question.

To update the default scoring profile, click the dropdown next to 'Default Scoring Profile' in the upper right-hand corner of the page and select the relevant option that you would like to use as the default for scoring questions:

Once you are happy with the form, click on 'Save Form' in the upper right-hand corner of the screen and select 'Save and Publish' from the available options to save your form as a live form to be used on all vacancies.

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