This article guides you through creating a reusable evaluation plan in Admin View.
You’ll define the plan’s name, scoring method (e.g., star rating, thumbs up/down), and set interview criteria with score types.
Plans can be customized with descriptions, optional required questions, and then linked to position templates for consistent evaluation across roles.
📌 You’ll only need to do this once per plan. After it’s set up, you can reuse it across multiple positions or locations.
Name your plan and choose a scoring method
Go to Admin View , then Hiring.
Select Evaluation Plan , then Create plan.
Set the plan details:
Name: Use a clear, specific name.
Description: The description helps your team know what this plan is for and what to look out for during interviews.
Overall score: Choose how your team should give an overall rating for each applicant. This score helps you compare candidates after all feedback is in. Managers can also add comments to explain their rating.
⭐ 5-star scale (best if your team wants more scoring flexibility)
❌ 😐 ✅ Negative, neutral, positive (works well for quick interviews or trial shifts)
👍 👎 Thumbs up, thumbs down (the simplest option)
Select Next.
Add interview criteria and score types
Criteria help guide your team on what to look for during interviews or trial shifts. You can add multiple criteria to your evaluation plan and choose how each one should be rated.
Select ⊕ Add criterion.
Enter a name.
(Optional) Add a description.
Choose a score type:
⭐ 5-star scale (best if your team wants more scoring flexibility)
❌ 😐 ✅ Negative, neutral, positive (works well for quick interviews or trial shifts)
👍 👎 Thumbs up, thumbs down (the simplest option)
✍️ Free text (use when you want written notes instead of a score)
(Optional) Mark as mandatory. Use the toggle to make this question required for all interviewers.
Add more by selecting ⊕ Add criterion again.
Once you're all set, select Create.
Link the plan to a position template
After creating your evaluation plan, link it to a position template. That way, all jobs based on that template will use the same scoring system when your team reviews applicants.
In Admin View , go to Hiring.
Select Position Templates , then find the template you want to edit.
Select the three-dot menu (•••) next to it, then Edit.
In the Position details window, scroll to the Evaluation plan dropdown menu.
Choose the evaluation plan you want to use for this template.
Select Next through the Compensation and Job description steps.
Once you reach the end, select Save to apply your changes.