Create and manage candidate evaluations

Create consistent candidate evaluations with reusable templates, automatic evaluator assignments, and weighted scores. Evaluations are configured in Salesforce, while assigned evaluators complete them in the Employee Hub.

Who can use this?

Recruiters and HR Admins in Salesforce. Assigned evaluators complete candidate evaluations in the Employee Hub. Hiring Managers of a job review its candidates and evaluations in the Employee Hub.

Create an evaluation template

1. In the flair Recruiting app, open Evaluations → Evaluation Templates.

2. Create a new evaluation template and enter its name in Template name.

3. Click Add Question.

4. Enter the question in Question, then select a Question Type.

5. Choose from these evaluation question types:

   Question type	What it does
   Scoreboard	Lets the evaluator score criteria using a scorecard.
   Single Choice	Lets the evaluator select one answer.
   Multiple Choice	Lets the evaluator select several answers.
   Rating	Lets the evaluator give a rating.
   Free text	Lets the evaluator enter a written answer.
   Free Slider	Lets the evaluator provide a value on a slider.

6. For choice-based questions, define the answers with Add Option. For Scoreboard questions, define the criteria with Add Item. For a Rating, configure the rating scale shown to evaluators.

7. Optional: Enter a Hint and select Set as optional question.

8. For a Rating, Free Slider, or Scoreboard question, set Weight. A higher weight gives that question more impact on the overall evaluation score.

9. Add any remaining questions, then click Save Template. The template is available for manual or automatic assignments.

warning

If the weights of scored questions exceed 100%, the template shows Sum of the weights is more than 100%. If you change rating limits or weights after evaluations already exist, recalculate the template's weighted scores.

Configure default evaluators for a job

Default evaluators let you map a job's funnel stages to evaluation templates. When a candidate reaches a mapped stage, flair creates the candidate evaluation for the configured evaluator and template.

1. In the flair Recruiting app, open the job record.
2. In the Evaluators card, search for an employee and click Add. The employee appears in the evaluator list.
3. In the evaluator's row actions, select Edit. The Configure evaluator modal opens.
4. Click Add New Mapping.
5. In the new mapping, select a Funnel Stage and an Evaluation Template.
6. Add a mapping for each funnel stage and template combination you want to automate.
7. Click Save. flair saves the configuration.

note

Automatic creation applies when a candidate is created or when the candidate's funnel stage changes. A mapping is ignored until both its funnel stage and evaluation template are selected.

Review candidate evaluation scores

1. Open a candidate record with one or more evaluations.
2. In the evaluations table, review the evaluator, overall recommendation, evaluation template, due date, status, and Weighted score.
3. Open an evaluation to read its answers and comments. The weighted score is calculated from weighted Rating, Free Slider, and Scoreboard answers.
4. Use the status and comments views to review evaluation progress and written feedback.

The candidate's weighted score summarizes the completed evaluations that have a weighted score. A candidate evaluation also stores its own Weighted Score.

Request evaluations for several candidates

Send the same evaluation template to one or more evaluators for several candidates of a job at once.

1. In the flair Recruiting app, open Jobs, then open the job.
2. In the job's candidate list, switch to the table view, and select the checkboxes of the candidates you want evaluated. The Kanban view doesn't support selection.
3. Click the arrow next to New Candidate, then click Send Evaluation Requests. The Evaluation Request modal opens. The action is unavailable until you select at least one candidate.
4. In Default Evaluators, search for and select any of the job's default evaluators.
5. Optional: In Additional Evaluators, search for and select other employees.
6. In Choose Evaluation template, select the template.
7. Optional: In Due Date (Optional), choose a due date.
8. Click Send Evaluation. flair creates an evaluation for every selected evaluator and candidate.

You need a template and at least one evaluator from either field. If an evaluator already has an evaluation with the same template for one of the candidates, the Duplicate Evaluations dialog lists those pairs. Click Continue to skip them and send the rest.

Track evaluations in Salesforce

The Evaluations tab in the flair Recruiting app collects candidate evaluations across all jobs. Its header shows Total Candidates, Total Evaluations, Completed, Pending, and Overdue counts.

1. In the flair Recruiting app, open Evaluations.

2. Choose a tab:

   Tab	What it shows
   My evaluations	Evaluations assigned to you, with their job, template, funnel stage, score, due date, and status.
   Evaluations	All candidate evaluations you can access, with their job, evaluator, funnel stage, score, due date, and status.
   Evaluation Templates	The evaluation templates. Shown only to recruiters with the Flair Recruiter custom permission. See Create an evaluation template.

3. Optional: On My evaluations, filter by job, template, status, or funnel stage. On Evaluations, filter by the evaluator's location, job, status, or funnel stage.

4. To open an evaluation, click the preview icon in its row. A side panel shows the evaluation on the Information tab and the candidate's comments on the comments tab. Use the arrows at the top of the panel to move to the previous or next evaluation.

An evaluation is Completed once it's submitted. An open evaluation is Overdue after its due date and Pending otherwise.

Review candidates as a Hiring Manager in the Employee Hub

Hiring Managers work on their jobs in the Employee Hub instead of Salesforce. Under Recruiting, every employee sees My Evaluations and Career Opportunities. Jobs appears only for employees who are a Hiring Manager of at least one job. A recruiter adds you in Hiring Managers on the job record, as described in Assign a Hiring Manager. Recruiting must also be turned on in your organization's Employee Hub features.

Open a job's candidates

1. In the Employee Hub, go to Recruiting → Jobs. Each job card shows its location, department, and number of candidates.
2. Optional: To show only open jobs, select Hide Closed Jobs. You can also search by name or filter by department and location.
3. Click the job. The Candidates tab lists the job's candidates with their application date, Score, Stage, Source, and comments.
4. Optional: Filter the list by Stage or Source, or search by candidate name.

If your organization uses flair AI, the list also has an AI Score column. See Use flair AI for recruiting.

To evaluate a candidate yourself without an assigned evaluation, open the row's actions menu, click Evaluate Candidate, select an evaluation template, and click Select. flair creates the evaluation for you and opens the candidate page.

Review a candidate

1. On the job's Candidates tab, click the candidate's name. The Candidate Details page opens.
2. Optional: To move the candidate to another funnel stage, click the stage in the stage bar at the top, then confirm. Only Hiring Managers of the candidate's job can change the stage.
3. Review the candidate's details, CV, and cover letter.
4. In Your Feedback, click Give Feedback to complete an evaluation assigned to you, or View details to read one you've submitted. An evaluation without a template is listed as Quick Evaluation.
5. In Team Feedback, review the completed evaluations of all evaluators. Click a row to read its answers and comments.

Track a job's evaluations

1. Open the job from Recruiting → Jobs.
2. Click the Evaluations tab. The table lists each evaluation's candidate, stage, evaluator, due date, score, overall comment, and status.
3. Optional: Filter by status (Pending, Overdue, or Completed), or search the list.

Evaluations assigned to you, for any job, are listed under Recruiting → My Evaluations.

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