This is step 8 of 9 of the implementation module Recruiting.

This article explains how to create evaluation forms and sections. It also provides some examples of typical evaluation forms and their components.

What are the benefits?

Creating and using evaluation forms in your recruitment process allows you to:

• Ensure that the recruitment process is fair by collecting clear, consistent feedback from interviewers.
• Easily request reviews or attach forms to interviews.
• Set up evaluation forms necessary for each interview type with different evaluation criteria.

Step 1: Add sections

In every evaluation form, there are usually several sections. Each section contains a number of items, or questions, that you can use to collect feedback from your interviewers. You can reuse sections by adding them to many different forms.

Each item in a section will have one of the following methods of gathering information:

Example
You have a form called Evaluation Personal Interview. In this form, you have a section called Language Skills. Within this section, you have an item called How do I rate the applicant’s English skills? and this item is measured using a scale.

To add a new section, follow these steps:

1. Go to Settings > Recruiting > Recruiting.
2. Click into the Evaluations tab and then go to Sections on the left.
3. Click Add new section.
4. In the dialog that appears, enter the name of the new section.
5. You can now add items to your section. Under Add new item, use the dropdown to select whether you want the item to be a scale, textfield, or sub-section title.
6. An accordion will appear below. Add a title, information for the evaluator if necessary, and add the labels for the lowest and highest score if you are using a scale.
7. You can add further items to the section as you see fit.
8. Click Apply changes to save the items in your new section.

Step 2: Create a form

To create an evaluation form, follow these steps:

1. Go to Settings > Recruiting > Recruiting.
2. Click the Evaluations tab and then go to Forms on the left.
3. Click Add new form.
4. In the dialog that appears, enter the name of the new form.
5. You can now add sections to your form. Under Select section, use the dropdown to add sections by checking the relevant boxes.
   Note
   The sections Key Take Aways and Overall Recommendation are by default added to each evaluation form to summarize the evaluation.
6. Click Apply changes to save the sections in your new form.

Note
If you need to update (delete, rename or add a section) an existing evaluation form, this will impact forms that have been filled out already. We recommend changing the name of your existing form to “Archived_xxx” and creating a new evaluation form.

Tip
Learn how to use candidate evaluation forms via the candidate's evaluation tab, via a feedback request, or via an interview.

Evaluation form examples

Click on the name of the form to view examples of sections and the types of questions that you can use in your own evaluation forms.

Next step

Congratulations 🎉
You are ready to move on and Set up recruiting roles.