Score every phone screen on five fixed dimensions with anchored 1–5 ratings, then get a one-page AI report per candidate so hiring decisions stay consistent.
Quick answer
Phone screens feel decisive and remember nothing — five fixed dimensions with anchored 1–5 ratings, pay-band and work-authorisation checks, and a one-page AI report that makes the pipeline comparable.
Ten-minute calls blur together by candidate five. This scorecard fixes what to ask and how to rate it — communication, motivation fit, salary band, location and permit, notice period — then turns the completed form into a one-page AI report each recruiter can stand behind in the hiring meeting.
| Template | Phone Screen Scorecard |
|---|---|
| Category | HR & People Ops |
| Format | Scored assessment with personalized AI PDF report |
| Time to complete | About 10 minutes per response |
| What you get | A personalized AI report (printable PDF) for every response, plus the raw answers |
| Best for | Recruiters and sourcers · Hiring managers · Agency consultants |
| Cost | Free to copy and customize on FormLM |
Sample form and AI report preview (fillable once the app is published).
Everything you need to run this template.
Same five checks for every candidate, no drift.
Anchored scores instead of gut feel.
Advance, hold or decline with a written reason.
One-page summary ready for the hiring meeting.
From copy to deliverable in four steps.
Copy it and pick the role you are screening for.
Capture notes while you talk, not after.
Rate 1–5 on fixed anchors, then decide advance, hold or decline.
Hand the one-page summary to the hiring manager.
Pick your role — see how it fits your workflow.
Keep a real record of every first call.
Do first calls without winging the questions.
Hand clients screening notes they can actually compare.
What makes this template work as a professional deliverable.
A preview of real questions — the full version adds scoring and a personalized report per respondent.