Introduction
Recruiting the right candidate can be complex and time-consuming. This Candidate Assessor Template streamlines the end-to-end evaluation of a potential hire—covering background checks, company fit, skill alignment, and final grading—so you can make informed decisions quickly and efficiently.
⚠️ Before running this workflow
If you would like the final step to email the candidate directly, connect your email in Settings and add the “Email” tool in the final step.
How this template works
- The Operations agent reviews the candidate’s Linkedin and resume, then researches the candidate’s most recent two companies.
- The Operations agent assesses the candidate’s experience, hard skills, and intangible factors (e.g. motivation, stability) against the job requirements and grades their fit.
- Based on the assessment, the Operations agent drafts an email about next steps.
Why you should use a Candidate Assessor Template
Using this Candidate Assessor Template consolidates relevant candidate information, ensures consistent grading criteria, and provides a clear record of all assessment steps. By connecting background and skill evaluations with concise summaries, you save time while maintaining a structured, repeatable hiring process.
Who should use a Candidate Assessor Template
• Hiring managers looking for a streamlined approach to evaluate prospective employees
• Recruiters who need a thorough, standardized candidate review process
• Team leads and business owners seeking uniform hiring criteria and consistent communication practices