Scorecards let your team score candidates against set criteria – for example, following an interview – with one or more reviewers completing each scorecard. On the new Applicant Screen, scorecards can be assigned automatically by progression stage moves or manually to an individual candidate, completed without leaving the candidate's profile, and reviewed together in the Scorecards accordion.
Note: Scorecards themselves are still created and amended in the Form Builder – see our Managing Scorecards guide. |
Permissions
Scorecards on the new Applicant Screen use three new permissions, found in the Beta Features section of the Roles and Permissions page:
Can View Scorecards – view the Scorecards accordion and its answers for each candidate. On by default for all roles.
Can Answer Scorecards – answer a scorecard as a named reviewer or as Any User. On by default for Talos Admin, Recruiter Admin, Recruiter and Hiring Manager.
Can Manage Scorecards – configure and manage scorecards and responses, including manually assigning scorecards to a candidate. On by default for Talos Admin and Recruiter Admin.
Note: The existing scorecard permission in System Administration has been renamed "Can Manage Scorecards (Legacy)" and only applies to the legacy Applicant Screen. |
Setting Up Scorecards on a Vacancy
Scorecards on the new Applicant Screen experience are now assigned to a progression stage instead of the overall vacancy. The scorecards would need to be assigned to a vacancy after posting.
Adding Scorecards to a Progression Stage
Open Vacancy Settings and open the Vacancy Management accordion.
Navigate to the Scorecard Configuration section and click Add Scorecard.
Choose a Progression Stage – any stage from Shortlist through to Hired, grouped by milestone. Rejected stages aren't available.
Choose a scorecard from the Scorecards dropdown. This list will display all published Scorecards from within the Form Builder. You can also click Preview to check the content of the Scorecard.
Add your reviewers (see below), then click the save button at the bottom of the page. Once saved, the card's title updates to "Scorecard: [scorecard name]". Click Add Scorecard again to add more – each scorecard has its own stage, scorecard and reviewers and these are applied to all applicants that are progressed to the relevant stage.
Adding Reviewers
Every scorecard starts with one reviewer set to Any User as default, meaning anyone with Can Answer Scorecards permission can complete that slot. You can:
Swap Any User for a named reviewer – the list shows users with Can Answer Scorecards permission and access to the vacancy, and can be searched.
Click Add another reviewer to add more slots. Each slot will default to Any User and can be amended.
Untick Can see responses to stop a reviewer seeing other reviewers' answers while the scorecard is in progress.
A scorecard always needs at least one reviewer. Removing a saved reviewer means they won't be assigned to or notified about new candidates – existing candidate data stays the same.
Removing a Scorecard from a Vacancy
From within Vacancy Settings, click the delete icon on the relevant scorecard and confirm the delete action. When you delete a scorecard from a vacancy:
The scorecard will no longer be assigned to new candidates
the scorecard will no longer be able to be completed by anyone who hasn't already completed it, and existing candidate data stays the same.
Assigning a Scorecard to an Individual Candidate
Users with Can Manage Scorecards can also assign a scorecard to a single candidate, regardless of their current progression stage.
Open the candidate's Scorecards accordion. If nothing is assigned yet, you'll see the Choose Your Scorecard card – otherwise click Assign another scorecard.
Choose a scorecard. Any already assigned to the candidate are greyed out.
Choose your reviewers, in the same way as on a vacancy.
Click Assign Scorecard.
The scorecard appears in the accordion as Not Started, with a "Manually assigned by [Name] [Date]" note.
Completing a Scorecard
Reviewers can answer scorecards from the Scorecards tab in the Candidate Activity Panel, without leaving the Applicant Screen.
If a reviewer has more than one scorecard to complete for a candidate, they can switch between them using the dropdown on the scorecard name. A status message on the candidates accordion shows their progress, e.g. "You've completed 1/3 Scorecards (1 In Progress)".
Save Progress saves answers without checking required questions, so reviewers can come back and continue later.
Complete submits the scorecard. Any required question left blank is highlighted, and the scorecard won't submit until it's answered.
If a reviewer tries to leave with unsaved changes, they'll be asked to confirm.
Once completed, the tab shows "You've completed this scorecard" with a View Results link through to the accordion.
Note: An Any User slot is claimed by the first person to save or complete their scorecard, and their name then shows against that slot. |
Reviewing Results
Statuses
Each scorecard in the accordion shows its status and how many reviewers have finished (e.g. "2/4 Reviewers"):
Not Started – no reviewer has completed it yet.
In Progress – at least one reviewer has completed it.
Completed – every reviewer has completed it, or an admin has marked it as complete.
Completed scorecards show an overall percentage score, or "No scored questions" if the scorecard only contains text questions.
Score Breakdown, Evaluation and Text Questions
Score Breakdown – one row per reviewer, with each answer colour-coded (green for the top of the scale, red for the bottom, amber in between) and their total, e.g. "83% · 25/30". Hover over a score to see which question it belongs to, or over a reviewer's avatar to see every scorecard they've been assigned for that candidate.
Evaluation – one row per scoring question and one column per reviewer, with an Avg. column when there's more than one reviewer.
Text Questions – each reviewer's written answers, grouped by question.
A grey dash means the reviewer didn't answer, or you don't have permission to see their answer.
Who can see what
Users with Can View Scorecards or Can Manage Scorecards can see all responses and scores, including answers that have been saved but not yet submitted.
Reviewers with only Can Answer Scorecards see their own answers, plus other reviewers' completed answers if their "Can see responses" setting is on.
Once a scorecard is completed, every reviewer can see every other reviewer's answers and scores.
Results in the Candidate List
Once a candidate has a completed scorecard with scored questions, a badge on the candidate list shows their Combined Scorecard Score – the average of their completed scorecards, each converted to a percentage.
Where a candidate has more than one scorecard, the badge also shows how many count towards the score, e.g. "(2/3)". Hover over the badge for a breakdown of each scorecard.
The badge is visible to anyone who can see the candidate list – no Scorecard permission is needed.
Filtering by Scorecard Results
You can also sort candidates by scorecard from the Filters panel, under Sort By > Scorecards:
Average Score – ranks candidates by how many scorecards they have completed, then by the average score across those completed scorecards.
An individual scorecard – ranks candidates by their score on that scorecard only. Candidates without a score on it appear last.
Managing an Assigned Scorecard
Users with Can Manage Scorecards can use the 3-dot menu on a scorecard in the accordion:
Manage Scorecard – opens a side drawer listing each reviewer and their status. From here you can:
Add or change reviewers
Amend "Can see responses" settings
Clear a reviewer's answers so they can start again
Remove a reviewer. Changing or removing a reviewer deletes any answers they've given.
Mark as Complete – available once at least one reviewer has finished. Any reviewer who hasn't submitted will no longer be able to. This can't be undone.
Delete Scorecard – permanently removes the scorecard and all its answers from the candidate. Other candidates and the vacancy setup aren't affected, and the scorecard can be assigned again afterwards.
Once a scorecard is completed, only Delete Scorecard is available.
Note: These settings apply to the individual scorecard that you are viewing for a particular candidate. |
Notifications
Scorecard Assigned notifications
Any specifically-named reviewers can be notified when they're assigned to a candidate's scorecard. This notification is off by default, so each user needs to switch it on in their own settings:
Go to Notification Settings page.
In the Vacancy Notifications section, find Scorecard Assigned.
Under Talos ATS, choose Pop-up and Feed or Feed Only.
Under Email, choose Instant, Add to Daily Summary or Add to Weekly Summary.
Save your settings.
Note: As with every other notification type, the Talos ATS notification needs to be switched on before the Email notification can be configured. |
When notifications are sent
A Scorecard Assigned notification is sent when a named reviewer is assigned to a candidate's scorecard – either when a candidate reaches or moves past a stage with a scorecard configured on the vacancy, or when a scorecard is manually assigned to the candidate.
Notifications only go to named reviewers who have the notification switched on. "Any User" slots never trigger a notification, as there's no specific person to notify – if you need someone to know a scorecard is waiting for them, add them as a named reviewer.
Coming Soon! We are also working on Scorecard Completed Notifications, which will notify users with access to the vacancy that a scorecard has been completed.
FAQ
Can I see scorecards that were completed on the legacy Applicant Screen? Yes – completed results show in the Scorecards accordion on the new screen.
What happens to a scorecard that's in progress on the legacy screen? It needs to be finished on the legacy screen – it can't be picked up partway through on the new screen.
Can a reviewer edit a scorecard after completing it? No. If they need to redo it, an admin can clear their answers via Manage Scorecard – as long as the scorecard as a whole isn't yet completed.
Why can't a reviewer see other people's answers? Their "Can see responses" setting is switched off. They'll see everything once the scorecard is completed.
What if I remove someone's Can Answer Scorecards permission? They keep access as long as they still have Can View or Can Manage Scorecards. All access is only removed once they have none of the three permissions.
Why haven't I been notified about a scorecard? Check that Scorecard Assigned is switched on in your Notification Settings – it's off by default. Also check you've been added as a named reviewer, as Any User slots don't send notifications.
If a notification fails to send, is the scorecard still assigned? Yes – a failed notification never stops a scorecard from being assigned.