Evaluations help your team collect structured feedback after candidate screenings and interviews.
You can proactively assign evaluation tasks, set deadlines, automate requests, and track pending feedback across your company.
Request team members to evaluate candidates
Request feedback from specific team members for one candidate or multiple candidates.
From a candidate’s profile
1. Open the candidate’s profile and go to the Evaluation tab.
2. Click Request evaluation.
3. Select an evaluation form.
4. Select the team members who should complete the evaluation.
5. Optional: Set a due date. Team members will get a reminder on the due date.
6. Click Request evaluation.
Once sent, you can find pending requests under Pending.
From a job’s pipeline
1. Go to Jobs and open your job’s pipeline view.
2. Select the candidate cards you want to request evaluations for.
3. In the top bar, click More… and select Request evaluation.
4. Select an evaluation form.
5. Select the team members who should complete the evaluation.
6. Optional: Set a due date. Team members will get a reminder on the due date.
7. Click Send evaluation requests.
Automate evaluation requests
Save time by automating evaluation requests.
Set up stage-based or Workflow automations to automatically request an evaluation from a hiring manager or reviewer when a candidate reaches a specific stage.
Manage evaluation requests from your dashboard
Keep track of evaluation requests from your dashboard.
Click Home in the left sidebar and select the Evaluations tab.
Use the tabs on top of the page to view: Requested, Completed, or Dismissed evaluations.
You can view other team members’ evaluation requests by switching from My evaluations to Everyone’s evaluations in the top-right.
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