Loxo Scorecards gives you full control over how you and your team, as well as your hiring managers and clients, can assess and rate your candidates. You can set up job-specific scorecards so you are rating candidates against categories that are necessary for the role, and you can use scorecards to provide a general overview that could be relevant across all opportunities.
This article walks through how to create and access our new Scorecards.
Creating Templates
To create unique and custom scorecard templates, navigate to Settings > Scorecard Templates (renamed from Scorecards), located under the "Organization" section, then select
Create.
This will open a new Scorecard Template window where you can:
Name the template to reflect the specific role, traits, or skillset(s) your candidates will be rated based on.
Add an optional Mission statement.
Add prerequisite criteria using Dropdown, Text, or Pass or Fail formats.
Add Scoring Criteria (replacing "attributes") with related interview questions.
Note: At least one scoring criterion is required.Enable or disable the Overall Comment and Overall Score sections.
Reorder prerequisites, dropdown options, criteria, and questions.
Customize the labels used for scores 1–5 across every scorecard.
Scoring labels can be customized on the Scorecard Templates page using
Customize Scoring Labels. The default options are:Does not meet
Weak
Meets
Strong
Exceptional
New templates begin with editable default prerequisites for Search Status, Work Authorization, and Relocation or Commuting.
Scorecards for Recruiters
Using Scorecards specific to a job or interview process
In the job editor, users can select an existing template or create a new job scorecard, and can preview, edit, or remove the job's scorecard. A newly created job scorecard can optionally be saved as a reusable template.
Attaching a template creates a job-specific copy. Later changes to the library template do not update the job copy. Removing the job scorecard does not delete scorecards already submitted for candidates.
To add a scorecard directly to a job, whether it is job-specific or specific to the general interview process, please follow the steps below:
When creating or editing a job, you will find the Scorecards option under the Manage menu. Click
+Add a Scorecard.Choose from one of your Scorecard Templates, or create a new scorecard for the job.
Once selected, you should see the Scorecard and its attributes listed
Once the Scorecard has been linked to the job, recruiters can fill these out for their candidates by pulling up the candidate profiles from within the Job Pipeline.
Note: the candidate's profile must be accessed from within the Job Pipeline in order to fill out the Scorecard that is linked to that specific role.
Once complete, the scorecard will live within the Scorecards section of the candidate's profile:
Scorecards will also be visible for clients within the Portal, depending on your "Scorecard feedback visibility" choice under Settings > Job Share Permissions. The Portal settings in Loxo allow users to control the visibility of scorecards and feedback. For example, enabling the 'Hide hiring manager scorecards until they submit their scorecard' option ensures that interviewers provide unbiased feedback before viewing others' input. Alternatively, the 'Always show hiring manager scorecards' option allows hiring managers to view all scorecards without submitting their own feedback first. These settings are particularly useful in scenarios like panel interviews or collaborative hiring processes.
Using Scorecards for General Intake
Opening Scorecards directly from the People page creates a general scorecard that is not associated with a job. General scorecards contain only the overall recommendation and comment — job criteria and prerequisites are available only when completing a scorecard in that job's context.
Accessing a person's profile from your People Page will also open up a General Intake Scorecard. To do so, follow the steps below:
Within a candidate profile, you can create a new scorecard at any time:
From here, you can give an overall recommendation and summary of your grading:
Scorecards for Clients
For clients to access and complete Scorecards, a Scorecard must be attached to the job and the candidate must be shared through the Portal or using the Formal Submission process.
Once a client receives the share link, your clients will have the option to either "Add comment" or "Add scorecard."
If they select to "Add comment," they will have the option to select Yes, No, or Maybe, as well as leave specific feedback on that candidate.
When utilizing the No, Maybe, or Yes buttons, you have control over a candidate's movement in your workflow based on the hiring manager's feedback. If you would like hiring manager feedback from comments to move candidates to a particular stage, you can adjust the Progression Triggers for "Hiring manager commented" events so they are mapped to the appropriate stages in your Job Pipelines.
If your clients select "Add scorecard," the Scorecard will open on the right-hand side, similar to the way it does for recruiters in Loxo, and they will be able to rate each attribute and leave notes as needed.
Note: Scorecards will only be available to clients if the Scorecard is attached to the job and the candidate has been shared using the Portal or the Formal Submission process.
Scorecard FAQs (click to expand)
Scorecard FAQs (click to expand)
What happened to my old Assessments after we transitioned to Scorecards?
Scorecards are backwards compatible so any previous Assessments will be reformatted into Scorecards, but will retain the overall scoring, as well as any notes that were left.
Is there a notification when a Scorecard has been completed?
Yes, anyone included as the job owner and the candidate owner, if different, will be emailed a notification that a new Scorecard has been submitted.
Can I use a Scorecard for general intake?
Opening Scorecards from the People page creates a general scorecard not associated with a job. You will only be able to give an overall recommendation and leave a text summary — job criteria and prerequisites are not available.
Where can I create a new Scorecard?
You can create and edit your current list of scorecard templates within your Settings dashboard. Templates are found under Settings > Scorecard Templates, in the Organization section.
Where do I go to delete a scorecard?
Navigate to Settings > Scorecard Templates to delete a template.
How many scoring criteria am I able to add to a Scorecard?
Up to 32 scoring criteria per scorecard, with a minimum of one required.
I'm having trouble saving a Scorecard, any advice?
Scoring criterion and prerequisite names can be up to 256 characters. Blank add-new rows do not need to be removed before saving.
Can I change the order in which scoring criteria are listed after creating a template?
Yes, you can reorder prerequisites, dropdown options, scoring criteria, and interview questions using the Drag & Drop icon.
I changed a Scorecard Template in my Settings. Why did this not change the Scorecard linked to a Job?
Scorecards in your Settings are Templates. Once a template is attached to a Job, it creates a job-specific copy — changes made under Settings > Scorecard Templates will not be reflected in the Job's scorecard, and edits to a Scorecard linked to a Job will not change the original template under Settings.