A scorecard template is the reusable form interviewers and reviewers fill out to evaluate a candidate. This article covers creating one, controlling which jobs it's offered on, and editing, cloning, or archiving it afterward. For adding questions and choosing rating scales once you're inside a template, see Add competencies, questions, and rating scales (link to be added).

Who can do this: Admin or Super Admin.

Where to find it: Settings → Interviews & Scheduling → Scorecards

Create a scorecard template

• Go to Settings → Interviews & Scheduling → Scorecards.

• Click Add Scorecard.

• Give it a name.

• Set who it's for: match it to a specific Department and Office (and, it appears, Work Type — see Needs Verification), or choose the All option for any of these to make the template available regardless of that attribute.

• Click Next: Scorecard and add your questions — see Add competencies, questions, and rating scales (link to be added) for the full walkthrough of formats and rating scales.

• Click Save.

Only scorecards whose Department, Office, and Work Type match a job's own settings are offered when someone attaches a scorecard to that job's activities. If a job is missing one of these attributes, only the account's Default Template will show up as an option.

Editing, cloning, and archiving a template

Archived templates are no longer offered when attaching a scorecard to a new activity. The account's Default Template can't be archived.

Good to know

• Editing a template only affects future interviews, not scheduled ones. Interviews already scheduled keep the scorecard version that was attached at the time; updating the template later only applies going forward.

• A template locks once the first scorecard against it is submitted. Before any reviewer submits, you can still swap or edit the scorecard on a scheduled interview. Once one reviewer has submitted theirs, the template for that interview can no longer be changed.

• If a question needs more room than the character limit allows, use the question's Description field. It supports significantly more text than the question itself and is a good place for extended context or instructions.

• A scorecard needs Department, Office, and Work Type to all match a job before it's offered as an option. If a job is missing any of these, only the Default Template appears in the dropdown — this is one of the more common reasons a template "disappears."

FAQ

• Can I change which scorecard template is attached to an interview after it's been scheduled? Yes — but only until a reviewer submits their scorecard. Edit the interview and update the scorecard from there. Once even one scorecard has been submitted, the template locks for that interview. For more, see Linking Scorecards to Stages.

• My scorecard templates aren't showing up when I try to attach one to an interview plan — what should I check? Confirm the job has its Department, Office, and Work Type all set. Scorecard templates are matched against these, and if any is missing, Kula falls back to showing only the Default Template. For more, see Creating and Editing an Interview Plan.

• Do I have to tie a scorecard to one specific department and office? No — when creating the template, you can choose an "All" option for Department, Office, or Work Type instead of a specific value, making it available regardless of that attribute. For more, see Linking Scorecards to Stages.

• My question is longer than the character limit — is there a workaround? Use the question's Description field, which allows considerably more text than the question itself, for any extra context or instructions. For more, see Add competencies, questions, and rating scales (link to be added).

• Can I delete the Default Template? No — the account's Default Template can't be archived or deleted. For more, see Linking Scorecards to Stages.

Need help?

If you have questions or need assistance, reach out to us at support@kula.ai or use the in-app chat.