> ## Documentation Index
> Fetch the complete documentation index at: https://docs.encoreos.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Structured Interview Scorecards — User Guide

> Structured Interview Scorecards standardize how interviewers evaluate candidates. They replace ad-hoc notes with competency-based rating scales, weighted scori…

## Overview

Structured Interview Scorecards standardize how interviewers evaluate candidates. They replace ad-hoc notes with competency-based rating scales, weighted scoring, and hiring recommendations — ensuring consistency, reducing bias, and supporting EEOC/Title VII compliance through blind evaluation.

***

## For HR Administrators

### Managing Scorecard Templates

1. Navigate to **HR → ATS → Scorecard Templates** (`/hr/ats/scorecard-templates`).
2. Click **Create Template** or select a preset from the library:
   * **Counselor Interview** — Clinical competencies, empathy, documentation
   * **Nursing Interview** — Clinical, safety, patient communication
   * **Admin/Operations Interview** — Organization, communication, tech literacy
   * **Leadership Interview** — Strategic thinking, team management, decision-making
3. Customize:
   * **Template Name** — Descriptive name (e.g., "Senior Counselor – Behavioral Health")
   * **Position Type** — Optional filter tag (e.g., "clinical", "administrative")
   * **Competencies** — Add name, description, weight (0–100%), and optional category
   * **Rating Scale** — Set min/max (default 1–5) and optional labels (e.g., "Poor" to "Excellent")
4. Save. Templates can be set as **default** for auto-assignment to new job postings.

### Assigning Templates to Job Postings

* On a Job Posting detail page, set the **Default Scorecard Template** field.
* When interviews are scheduled, scorecards are pre-populated from this template.

### Viewing Aggregate Results

* On the Job Posting detail page, open the **Scorecards** tab.
* The **Comparison Grid** shows all candidates with:
  * Average overall score
  * Recommendation breakdown (Strong Hire / Hire / No Hire / Strong No Hire)
  * Per-interviewer scores
* Export comparison data as PDF using the **Export PDF** button.

***

## For Interviewers

### Completing a Scorecard

1. Open your assigned interview from the **Interviews** list or notification link.
2. Navigate to the **Scorecard** tab.
3. For each competency, select a rating on the scale and optionally add notes.
4. Provide an overall **Recommendation** (Strong Hire, Hire, No Hire, or Strong No Hire).
5. Add **Strengths**, **Concerns**, and general **Notes** as needed.
6. Click **Submit**. Once submitted, the scorecard is locked.

### Blind Evaluation

* **Before you submit**, you cannot see other interviewers' scorecards for the same candidate.
* After submission, your scores are visible to hiring managers and other interviewers who have also submitted.
* This prevents anchoring bias and ensures independent evaluations.

### Exporting Your Scorecard

* On the scorecard detail view, click **Export PDF** to download a formatted copy.

***

## Permissions

| Permission Key                      | Description                               |
| ----------------------------------- | ----------------------------------------- |
| `hr.ats.scorecard_templates.view`   | View template library                     |
| `hr.ats.scorecard_templates.create` | Create new templates                      |
| `hr.ats.scorecard_templates.edit`   | Edit existing templates                   |
| `hr.ats.scorecard_templates.delete` | Delete templates                          |
| `hr.ats.scorecards.view`            | View submitted scorecards                 |
| `hr.ats.scorecards.submit`          | Submit scorecards for assigned interviews |
| `hr.ats.scorecards.export`          | Export scorecard PDFs                     |

Contact your organization administrator to request access.

***

## FAQ

**Q: Can I edit a scorecard after submission?**\
A: No. Submitted scorecards are locked to maintain evaluation integrity. Contact HR if a correction is needed.

**Q: What happens if weights don't add up to 100%?**\
A: The system normalizes weights proportionally. For example, weights of 30 + 30 are treated as 50% each.

**Q: Can I see other interviewers' scores before submitting mine?**\
A: No. Blind evaluation is enforced via RLS — you can only see others' scores after your own submission.

***

## Related

* [HR-09-ENHANCEMENTS Spec](https://github.com/Encore-OS/encoreos/blob/development/specs/hr/specs/HR-09-ENHANCEMENTS.md)
* [ATS Overview](https://github.com/Encore-OS/encoreos/blob/development/specs/hr/specs/HR-09-applicant-tracking-system.md)