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How to Create an Evaluation Form Template in Recruitera

Learn how to create an evaluation form template in Recruitera — scorecards and question sets your team fills in when assessing candidates.

Evaluation forms are the scorecards and question sets your team fills in when assessing a candidate. You build them in the same visual editor as screening questions, with sections and question types. This requires a role with permission to manage templates & workflows (typically Admins).

Before you start

  • Required role: a role with the Manage templates & workflows permission (typically Admins)

  • Where to find it: Settings → Templates → Evaluation Forms

How to create an evaluation form

  1. Open Settings → Templates → Evaluation Forms and click + New template.

  2. Name the form and add questions. Choose each question's type (for example Long answer, Single choice, or Scorecard) and enter the text.

  3. For a Scorecard question, add the statements your team rates (for example Teamwork, Ownership) with + Add Statement, and add a description if helpful.

  4. Toggle Required, duplicate or delete questions with the row icons, and drag the handle to reorder. Group questions into sections.

  5. Save the form.

💡 Use evaluation forms for scored assessments after interviews; use screening questions for the application form itself.

Frequently asked questions

What's a scorecard question?

It's a set of statements your interviewers rate to give a structured, comparable assessment of a candidate's skills and values.

How is an evaluation form different from screening questions?

Evaluation forms are filled in by your team to assess candidates; screening questions are answered by candidates on a job's application form.

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