Step 1: Open the Candidate's Evaluation Tab
Go to the candidate's profile and click on the Evaluation tab at the top.
You'll land on the Summary view by default. Click on Evaluate with Form in the top right to start a new evaluation.
Step 2: Choose an Evaluation Template
A list of your available evaluation forms will appear. Click on the template you want to use.
📌 Make sure your templates are set up before this step. If you haven't created one yet, check out [Create and Manage Evaluation Templates →]
Step 3: Fill in the Evaluation Form
The form will open with all your categories and questions laid out in order.
For each category:
Read and answer each question — depending on the question type, you'll either type your answer, choose Yes/No, or select from a list
Once you've answered all questions in a category, give it a rating out of 5 using the star rating at the bottom of that category
📌 Each category gets its own rating. The system will use these to calculate an average score automatically.
Step 4: Add a Final Comment and Overall Rating
After completing all categories, you'll reach the Final Candidate Evaluation section at the bottom of the form.
Here you can:
Add a Final Comment (optional) — any overall notes or observations about the candidate
Give an Overall Candidate Rating out of 5 using the star rating
📌 The final score overrides the category average and will not update automatically once set manually. If you want the score to reflect the category averages, leave the overall rating as is and let the system calculate it.
💡 You can also click + Add on the spot question at the bottom if you want to add a quick question that wasn't in the original template.
Step 5: Submit Your Evaluation
Once you're done, click Submit your evaluation.
If you're not ready, click Discard to cancel without saving.
Step 6: View the Completed Evaluation
After submitting, click on the Completed tab to see a log of all submitted evaluations for this candidate.
You'll see the form name, score, stage it was completed at, date, and the evaluator's name.