ATS Scorecard Workflows: Greenhouse, Ashby, Lever - Visual Guide for Remotely
Prepared for: Jenny Rector, Remotely
Date: February 6, 2026
Greenhouse uses a Categories + Attributes model for scorecards. Categories group related evaluation criteria, and Attributes are the specific things you rate candidates on.
Source: Greenhouse Support Documentation
Top Section — "Configure a scorecard"
- The scorecard configuration interface during job setup
- Categories are listed vertically (e.g., "Candidate Scorecard")
- Each category contains multiple attributes that interviewers will rate
Middle Section — "Fill out a scorecard"
- The interviewer's view after an interview
- Three main areas:
- Key Takeaways — Free-text field for overall impressions, pros, cons
- Attributes — Individual ratings for each evaluation criterion
- Overall Recommendation — Final pass/fail decision
Bottom Section — "View a submitted scorecard"
- Shows how scorecards appear on the candidate profile
- Organized by interview stage
- Team members can see all submitted feedback
Source: Greenhouse Support Documentation
Rating Scale Design
- Greenhouse uses a 4-point scale (not 5-point)
- This is intentional — it forces a decision by removing the "neutral middle" option
The Four Ratings:
| Symbol | Rating | Meaning |
|---|---|---|
| ⛔ | Strongly Disagree | Clear concerns — not recommended |
| ❌ | Disagree | Below expectations |
| ✅ | Agree | Meets expectations |
| ⭐ | Strongly Agree | Exceeds expectations |
Why This Matters:
- Research cited in the doc shows humans respond more consistently to words than numbers
- The 4-point scale (vs. 5-point) reduces "fence-sitting" behavior
- Colors (red, yellow, green) reinforce meaning visually
1. JOB SETUP
└── Create job → Configure scorecard
└── Add Categories (e.g., "Technical Skills")
└── Add Attributes (e.g., "Problem Solving", "Code Quality")
└── Mark Focus Attributes for specific interviews
2. INTERVIEW
└── Interview scheduled → Scorecard auto-assigned to interviewer
└── Interview completed → Interviewer fills out scorecard
└── Key Takeaways (text)
└── Attribute Ratings (4-point scale)
└── Overall Recommendation (Definitely Not / No / Yes / Strong Yes)
3. REVIEW
└── Team views all scorecards on candidate profile
└── "Candidate Roundup" feature for group discussion
└── AI can summarize all feedback
Ashby takes a more modern, AI-first approach to interview feedback. They emphasize speed, visual clarity, and automated insights.
Source: Ashby Product Updates
AI Notetaker Integration
- Ashby can automatically join video interviews (Zoom, Meet, Teams)
- Records, transcribes, and summarizes the conversation
- Interviewer can focus on the candidate instead of taking notes
Feedback Submission Flow:
- Interview ends → AI generates draft summary
- Interviewer reviews/edits the summary
- Submits feedback with rating
- Team sees aggregated feedback with AI highlights
Key UX Elements:
- Clean, minimal interface
- AI assistant visible throughout
- One-click access to transcript + summary
Source: Ashby AI Page
Application Review with AI
- Bulk review candidates with AI-assisted scoring
- AI highlights resume matches to job requirements
- Recruiter can quickly accept/reject with AI recommendations
AI-Powered Feedback Summaries
- After all interviewers submit feedback, AI generates summary
- Highlights: strengths, concerns, areas needing discussion
- Used in debrief meetings
Visual Pipeline
- Real-time view of where every candidate stands
- Color-coded stages
- Clear "next action" indicators
Source: Ashby Product Updates
Bulk Review Request Flow:
- Recruiter selects candidates needing HM review
- Clicks "Request Review"
- Adds title + context note
- HM receives notification with link
Review Submission UX:
- HM sees candidate cards side-by-side
- 5-point scoring (1 = No, 5 = Strong Yes)
- Text field for notes
- Can view resume/profile without leaving review
Summary Dashboard (Right Panel):
- Who reviewed
- Average scores
- Notes summary
- Quick filter by reviewer/status
1. SETUP
└── Create job → Configure feedback forms
└── Custom fields per interview stage
└── Define which questions to ask
└── Set up AI Notetaker (optional)
2. INTERVIEW
└── AI Notetaker joins call (if enabled)
└── Auto-generates transcript + summary
└── Interviewer reviews, edits, submits feedback
└── Rating (usually 1-5)
└── Notes / key observations
3. REVIEW
└── All feedback visible on candidate profile
└── AI generates aggregate summary for debrief
└── "Strengths: technical skills, communication"
└── "Concerns: timeline flexibility"
└── Candidate Reviews for bulk HM input
Lever combines ATS + CRM into one platform. Their feedback system emphasizes relationship-building and structured interviews.
Source: Lever Blog
Structured Interview Philosophy
- Lever emphasizes asking the same questions to all candidates
- Reduces bias, improves comparison
- Documentation covers the "why" behind structured hiring
Key Stats from Their Research:
- 44% increase in structured interviews from 2018-2021
- Better prediction of job performance
- Reduced legal risk
How Feedback Forms Fit In:
- Each interview stage has a defined feedback form
- Form includes:
- Specific questions interviewers should have asked
- Rating fields (customizable: numeric, yes/no, dropdown)
- Required vs. optional fields
- Space for notes
1. SETUP
└── Create job → Build interview stages
└── Each stage has an "Interview Kit"
└── Interview Kit includes:
└── Questions to ask
└── Feedback form template
└── Interviewer instructions
2. INTERVIEW
└── Interviewer receives kit before interview
└── Completes feedback form after interview
└── Ratings (per your form design)
└── Notes
└── Overall recommendation
└── Automatic reminders if not submitted
3. REVIEW
└── "Interview Debrief" view shows all feedback
└── Can filter by stage, interviewer
└── Archive feedback with candidate record
| Aspect | Greenhouse | Ashby | Lever |
|---|---|---|---|
| Structure | Categories + Attributes | Custom feedback forms | Interview kits with forms |
| Rating Scale | 4-point (words) | 5-point (numeric) | Customizable |
| AI Features | AI scorecard summaries | AI Notetaker, AI summaries, AI review assist | AI interview tools |
| Bulk Review | Individual only | ✅ Candidate Reviews | Limited |
| Visual Design | Traditional | Modern, visual-first | Professional |
| CRM Integration | Separate | Separate | Built-in |
| Key Differentiator | Structured hiring framework | AI + speed | Relationship focus |
- 4-point scale — Forces decisions, reduces ambiguity
- Categories + Attributes — Organized, consistent evaluation
- Focus Attributes — Different criteria for different interview stages
- AI summaries — Auto-generate debrief notes
- Candidate Reviews — Bulk HM scoring workflow
- Visual pipeline — Real-time status at a glance
- Interview Kits — Package questions + form + instructions
- Automatic reminders — No more chasing interviewers
- Structured questions — Same questions for all candidates
┌─────────────────────────────────────────────────────────────┐
│ REMOTELY SCORECARD FLOW │
├─────────────────────────────────────────────────────────────┤
│ │
│ 1. DEFINE CRITERIA │
│ └── Categories: Technical, Communication, Culture │
│ └── Attributes: Problem Solving, Code Quality... │
│ │
│ 2. CREATE INTERVIEW KITS (per stage) │
│ └── Questions to ask │
│ └── Focus attributes for this stage │
│ └── Interviewer guidance │
│ │
│ 3. INTERVIEW + FEEDBACK │
│ └── 4-point scale (Strongly Disagree → Strongly Agree) │
│ └── Free-text for key takeaways │
│ └── Overall recommendation (required) │
│ │
│ 4. DEBRIEF │
│ └── AI generates summary from all feedback │
│ └── Highlights: strengths, concerns, questions │
│ └── HM makes final decision │
│ │
└─────────────────────────────────────────────────────────────┘
For easier viewing, here are direct links to all screenshots used in this document:
- Greenhouse Scorecard Overview: View Full Size
- Greenhouse Ratings System: View Full Size
- Ashby AI Notetaker: View Full Size
- Ashby AI Features: View Full Size
- Ashby Candidate Reviews: View Full Size
- Lever Structured Interviews: View Full Size
Questions? Reply to this email.
— Ava ⚡
Per Jenny's request — screenshots of actual setup/configuration interfaces
Source: Greenhouse Support - Configure new scorecard
- Navigate: Add → Create a Job
- Job Details: Fill in basic job info → Create Job & Continue
- Scorecard Configuration: This is where you define categories and attributes
┌─────────────────────────────────────────────────────────────┐
│ CANDIDATE SCORECARD │
│ │
│ Category: [Qualifications] [Edit] [Remove Category]│
│ ├── Attribute 1: Relevant Experience ✓ │
│ ├── Attribute 2: Technical Skills ✓ │
│ └── Attribute 3: Education Background ✓ │
│ │
│ Category: [Skills] [Edit] [Remove Category]│
│ ├── Attribute 1: Problem Solving ✓ │
│ ├── Attribute 2: Communication ✓ │
│ └── [Enter an attribute...] or [Choose Existing] │
│ │
│ [+ Add Category] │
└─────────────────────────────────────────────────────────────┘
| Feature | What It Does |
|---|---|
| Choose Existing | Pull attributes already used in other jobs — builds a company-wide library |
| Custom Templates | Start from sample template, blank, or custom job template |
| Categories | Group related attributes (e.g., "Technical", "Culture Fit") |
| Focus Attributes | Mark specific attributes for interviewers to emphasize |
| Linked Questions | Connect attributes to specific interview questions |
This shows the actual "Candidate Scorecard" editing interface during job setup.
Note: Ashby's documentation requires authenticated access. Based on product demos and marketing materials:
- Settings → Interview Plans → Feedback Forms
- Forms are created at the company level, then attached to Interview Plans
| Feature | What It Does |
|---|---|
| Custom Fields | Add rating scales, text fields, yes/no questions |
| Form Templates | Save commonly used forms as templates |
| Interview Plan Attachment | Each interview stage gets a specific feedback form |
| AI Notetaker Integration | AI can pre-fill notes based on interview recording |
Unlike Greenhouse's category/attribute model, Ashby uses custom feedback forms that can be completely flexible:
┌─────────────────────────────────────────────────────────────┐
│ FEEDBACK FORM: Technical Screen │
│ │
│ Field 1: Overall Rating │
│ [★ ★ ★ ★ ★] (1-5 scale) │
│ │
│ Field 2: Technical Skills Assessment │
│ [Text area] │
│ │
│ Field 3: Would you recommend hiring? │
│ [Yes / No / Maybe] │
│ │
│ Field 4: Key Concerns (if any) │
│ [Text area - optional] │
│ │
│ [Save Form] │
└─────────────────────────────────────────────────────────────┘
Source: Lever Help Center (requires login for detailed docs)
Lever's hierarchy provides THREE setup levels:
- Company-wide: Settings → Feedback → Company Feedback Templates
- Department-level: Settings → Feedback → Department Overrides
- Job-level: Job Settings → Interview Feedback
| Feature | What It Does |
|---|---|
| Hierarchical Defaults | Company → Department → Job inheritance |
| Form Builder | Drag-and-drop form creation |
| Competency Libraries | Pre-defined competencies to choose from |
| Required vs Optional | Mark which fields must be completed |
Each interview stage includes:
┌─────────────────────────────────────────────────────────────┐
│ INTERVIEW KIT: Technical Interview │
│ │
│ QUESTIONS TO ASK │
│ ├── Q1: "Walk me through your approach to X" │
│ ├── Q2: "Tell me about a time when..." │
│ └── Q3: "How would you handle..." │
│ │
│ FEEDBACK FORM │
│ ├── Rating: Technical Ability (1-4) │
│ ├── Rating: Problem Solving (1-4) │
│ ├── Rating: Communication (1-4) │
│ └── Text: Additional Notes │
│ │
│ INTERVIEWER INSTRUCTIONS │
│ └── "Focus on practical examples, not hypotheticals" │
└─────────────────────────────────────────────────────────────┘
| Setup Aspect | Greenhouse | Ashby | Lever |
|---|---|---|---|
| Where to set up | Job Setup → Scorecard | Settings → Interview Plans | Settings → Feedback + Job Setup |
| Model | Categories + Attributes | Custom Feedback Forms | Interview Kits |
| Templates | Job templates + "Choose Existing" | Form templates | Company/Dept/Job hierarchy |
| Flexibility | Structured | Very flexible | Structured with overrides |
| Learning curve | Medium | Low | Medium |
- Greenhouse: Configure new scorecard
- Greenhouse: Best Practices: Creating a Scorecard
- Ashby: Ashby Knowledge Base (login required for detailed docs)
- Lever: Help Center (login required)
Questions? Reply to this email.
— Ava ⚡