Recruiter Tip: Gather Greenhouse ATS Scorecards, Even Without an Interview Booking in GH

By Kiki Beach · Jun 12, 2023 · ~3 min read

Since its launch in 2012, Greenhouse has become a major ATS. Not everyone uses every feature, so here’s a fast workflow I rely on.

Scenario: You booked an interview for a hiring manager but didn’t schedule it inside Greenhouse. Now you still need a Scorecard. Or you inherited a candidate after others already interviewed them and you’re chasing feedback. Here’s how to assign a Scorecard and generate a unique link for the interviewer — no GH interview booking required.

1) Open the Candidate → Stages

Candidate profile view — we’ll work from the Stages panel.

2) Expand the stage triangle for the correct stage

Expand caret to show stage options — Use the caret to reveal actions for that stage.

3) Click the ⋯ menu and choose Assign scorecard

Overflow menu showing Assign scorecard option — The overflow menu contains the Scorecard assignment.

4) Select the interviewer (notify now or later)

Assign scorecard dialog with interviewer selection — Pick the interviewer. You can send an email now or skip and remind later.

5) Use Resend reminder to generate the unique link

Resend reminder button for scorecard — This opens the reminder composer and exposes the one-time link.

6) Edit the message (optional) and copy the link

Reminder composer with scorecard URL — Send the email from Greenhouse and/or copy the URL for other channels.

7) Paste in Slack (or email) with a clear ask

Slack message example requesting scorecard completion — My go-to text: “How did the interview with {Candidate} go? Please complete your Scorecard using this link: {URL}.”

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Thanks for reading.

I’m Kiki Beach — a recruiter who’s now also helping teams and individuals use AI to work smarter. Through my site aitricity.ai, I share practical tools, prompts, and behind-the-scenes workflows that boost clarity, speed, and results.

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