After setting up your evaluation plans, you may need to make changes later. Learn how to manage existing evaluation plans.
You can edit scoring methods, reorder or remove criteria, and add new ones.
If a plan is no longer needed and isn’t linked to any templates, you can delete it directly from the Evaluation Plan tab in Admin View.
Edit an evaluation plan
Go to Admin View , then Hiring.
Select Evaluation Plan.
Select the three-dot menu ⋯ next to the plan you want to edit, then Edit plan.
Make the desired changes:
Edit any field as needed
Reorder criteria. Drag the ⋮⋮ icon next to a criterion
Delete a criterion. Select the 🗑️ icon.
Select ⊕ Add criterion to add more.
When you're done, select Save.
Delete plans you no longer use
⚠️ Before you delete a plan, make sure it’s not assigned to any position templates. If a plan is in use, replace it with a different one first.
Go to Admin View , then Hiring.
Select Evaluation Plan , then find the plan you want to delete.
Select the three-dot menu ⋯ next to it, then Delete plan.
Confirm when asked “Are you sure you want to delete this plan?”