> ## Documentation Index
> Fetch the complete documentation index at: https://docs.kombo.dev/llms.txt
> Use this file to discover all available pages before exploring further.

# Notes & Scorecards

> Getting deeper context about candidates in your ATS

## What are notes?

A **Note** is some free-form text left against a candidate profile or their application.

Recruiters, hiring managers and others with access to the candidate can freely leave notes throughout the recruitment process.

<Panel>
  <Info>
    In the Kombo product, we surface the notes related to the application, but
    not other workflow activities such as emails.
  </Info>
</Panel>

<Frame caption="Ashby: Notes live on the candidate profile as free-form text.">
  <img src="https://mintcdn.com/kombo/jcLMRnn3I34U7eYu/images/notes-scorecards/ashby-notes.png?fit=max&auto=format&n=jcLMRnn3I34U7eYu&q=85&s=2bb1838659d2838fcc66f9d816f10fa3" width="1110" height="1082" data-path="images/notes-scorecards/ashby-notes.png" />
</Frame>

<Accordion title="Example note payload">
  ```json theme={null}
  // GET /ats/notes
  {
    "status": "success",
    "data": {
      "next": null,
      "results": [
        {
          "id": "H77fDF8uvEzGNPRubiz5DvQ7",
          "remote_id": "32",
          "candidate_id": "26vafvWSRmbhNcxJYqjCzuJg",
          "application_id": "H5daSm8e85Dmvmne3wLeCPhX",
          "author_id": "5J7L4b48wBfffYwek9Az9pkM",
          "author": {
            "id": "5J7L4b48wBfffYwek9Az9pkM",
            "remote_id": "user_1",
            "first_name": "Jane",
            "last_name": "Doe",
            "email": "jane@example.com"
          },
          "title": "Screening call",
          "content_html": "Available from March, looking for a hybrid role in Berlin.",
          "is_private": true,
          "remote_created_at": "2022-08-07T14:01:29.196Z",
          "remote_updated_at": "2022-08-07T14:01:29.196Z",
          "remote_data": null,
          "changed_at": "2022-08-07T14:01:29.196Z",
          "remote_deleted_at": null
        }
      ]
    }
  }
  ```
</Accordion>

You can fetch notes from [`GET /ats/notes`](/ats/v1/get-notes).

## What are scorecards?

A **Scorecard** is structured feedback, filled via a form, that is most often completed after an interview.

Depending on the ATS, the hiring team can also submit scorecards without linking them to a specific interview.

Scorecards enable you to collect in depth feedback, and run a structured hiring process, while comparing the opinions of different hiring team members from a single perspective.

A lot of scorecards contain an overall summary, and a separate rating.

Where these are available, you will find them first in the array of answers found on the `responses` property of a scorecard.

<Accordion title="Example scorecard payload">
  ```json theme={null}
  // GET /ats/scorecards
  {
    "status": "success",
    "data": {
      "next": null,
      "results": [
        {
          "id": "H77fDF8uvEzGNPRubiz5DvQ7",
          "remote_id": "32",
          "candidate_id": "26vafvWSRmbhNcxJYqjCzuJg",
          "application_id": "H5daSm8e85Dmvmne3wLeCPhX",
          "interview_id": "5J7L4b48wBfffYwek9Az9pkM",
          "author_id": "6Wq4mDpYz3vBnh8Xk2Lr9TfA",
          "author": {
            "id": "6Wq4mDpYz3vBnh8Xk2Lr9TfA",
            "remote_id": "user_2",
            "first_name": "John",
            "last_name": "Smith",
            "email": "john@example.com"
          },
          "responses": [
            {
              "remote_id": null,
              "label": "Overall rating",
              "description": "How you feel the interview went",
              "required": false,
              "type": "SINGLE_SELECT",
              "options": [
                { "remote_id": "1", "label": "Definitely not" },
                { "remote_id": "2", "label": "No" },
                { "remote_id": "3", "label": "Mixed" },
                { "remote_id": "4", "label": "Yes" },
                { "remote_id": "5", "label": "Strong yes" },
                { "remote_id": "6", "label": "No decision" }
              ],
              "answer": { "remote_id": "4", "label": "Yes" }
            },
            {
              "remote_id": null,
              "label": "Summary",
              "description": "Main notes about the interview",
              "required": true,
              "type": "TEXT",
              "answer": "Excellent system design, strong communication throughout."
            },
            {
              "remote_id": "attribute:8123",
              "label": "System design",
              "description": null,
              "required": null,
              "type": "SINGLE_SELECT",
              "options": [
                { "remote_id": "1", "label": "Definitely not" },
                { "remote_id": "2", "label": "No" },
                { "remote_id": "3", "label": "Mixed" },
                { "remote_id": "4", "label": "Yes" },
                { "remote_id": "5", "label": "Strong yes" },
                { "remote_id": "6", "label": "No decision" }
              ],
              "answer": { "remote_id": "5", "label": "Strong yes" }
            }
          ],
          "remote_created_at": "2022-08-07T14:01:29.196Z",
          "remote_updated_at": "2022-08-07T14:01:29.196Z",
          "remote_data": null,
          "changed_at": "2022-08-07T14:01:29.196Z",
          "remote_deleted_at": null
        }
      ]
    }
  }
  ```
</Accordion>

You can fetch scorecards from [`GET /ats/scorecards`](/ats/v1/get-scorecards).

## How are scorecards configured?

Scorecards are most frequently part of the interview setup process.

For a specific step, you will define questions that should be asked, or attributes you are checking for.

<Frame caption="Ashby: Scorecard templates define the questions asked after an interview.">
  <img src="https://mintcdn.com/kombo/jcLMRnn3I34U7eYu/images/notes-scorecards/ashby-scorecards-config.png?fit=max&auto=format&n=jcLMRnn3I34U7eYu&q=85&s=4765ee9194543b21a13a97c414f72e5c" width="1162" height="1628" data-path="images/notes-scorecards/ashby-scorecards-config.png" />
</Frame>

<Tabs>
  <Tab title="Interview scorecard">
    <Steps>
      <Step title="Configure interviews for a job">
        Along with the job stages pipeline, configure interview templates for each job.
      </Step>

      <Step title="Set up the scorecard template for the interview">
        Choose what are the essential questions that the interview should answer, so that each participant in the process has a clear understanding of their expected output.
      </Step>

      <Step title="Interviewer conducts interview or reviews it">
        After the interview, the interviewer goes through the scorecard, and fills out their assessment of the candidate. A scorecard might also be filled out by someone who is reviewing a recording of the interview, and is not strictly an interviewer.

        <Warning>
          In some ATS, a scorecard can be submitted by someone other than the person expressing their opinion. For example, this could be a recruiter following up with the interviewers, and collecting their feedback in an email.

          Where the API distinguishes between the `submitter` of the feedback, and the `opinion-holder` we always map the `author` of the scorecard to the person whose opinion it is.
        </Warning>
      </Step>
    </Steps>
  </Tab>

  <Tab title="Standalone scorecard">
    <Steps>
      <Step title="Configure the template">
        Define the questions or attributes that hiring team members should fill in.
      </Step>

      <Step title="Submit feedback at any time">
        A hiring team member can submit the scorecard without linking it to a scheduled interview.
      </Step>
    </Steps>
  </Tab>
</Tabs>

## What tools are supported?

You can find a detailed overview of supported ATS platforms in the [ATS coverage grid](https://app.kombo.dev/coverage/ats?model=read:ats_notes,read:ats_scorecards) on your dashboard.

If you need support for an additional ATS, please contact us to request coverage.