Follow these steps to add, edit, complete, and delete Evaluations for a Recruit.
As a Recruiter, you can access a Recruit’s Profile Evaluation View via your Dashboard’s Task Panel if there is a Task assigned to you. Otherwise, you can access the Evaluations via Recruits > Recruit Profile > Evaluation View.
How to Add an Evaluation
- Click the ‘+’ icon
- Select ‘Video Evaluation’ or ‘In Person Evaluation’
How to Complete an Evaluation
- Open an Evaluation either by Adding a new Evaluation (see above) or Editing an existing Evaluation (see below)
- For all criteria, either click and drag the slider or enter a score into the text box beside them
- Add Notes (if you choose to do so), select Status, and pick either ‘Do Not Send’ or the next Recruiter you would like to create an Evaluation Task for
- Click ‘Save’ or ‘Save & Return’
How to Edit an Evaluation
- Click on the Evaluation you would like to edit
- Click on the pencil icon to open the evaluation pop-up
- Remember to ‘Save’ or ‘Save & Return’ when you are done
How to Delete an Evaluation
- Click on the Evaluation you would like to delete
- Click on the delete icon
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