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🧑‍💼 HR & People Ops

Free Phone Screen Scorecard Template

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.

5 scored dimensions
~10 min call
AI report
Live Preview

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.

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About this template

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.

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Template at a Glance

TemplatePhone Screen Scorecard
CategoryHR & People Ops
FormatScored assessment with personalized AI PDF report
Time to completeAbout 10 minutes per response
What you getA personalized AI report (printable PDF) for every response, plus the raw answers
Best forRecruiters and sourcers · Hiring managers · Agency consultants
CostFree to copy and customize on FormLM
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Live Preview

Sample form and AI report preview (fillable once the app is published).

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Fill it in to see how responses flow.
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Sample AI report with scoring visuals and recommendations, printable as a PDF.
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What's Included

Everything you need to run this template.

1

Fixed question set

Same five checks for every candidate, no drift.

2

1–5 rating dimensions

Anchored scores instead of gut feel.

3

Advance decision

Advance, hold or decline with a written reason.

4

AI report per candidate

One-page summary ready for the hiring meeting.

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How It Works

From copy to deliverable in four steps.

1

Use this template

Copy it and pick the role you are screening for.

2

Run the call with it open

Capture notes while you talk, not after.

3

Score the five dimensions

Rate 1–5 on fixed anchors, then decide advance, hold or decline.

4

Share the AI report

Hand the one-page summary to the hiring manager.

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Who Is This For

Pick your role — see how it fits your workflow.

1

Recruiters and sourcers

Keep a real record of every first call.

2

Hiring managers

Do first calls without winging the questions.

3

Agency consultants

Hand clients screening notes they can actually compare.

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Key Features

What makes this template work as a professional deliverable.

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Sample Questions Inside

A preview of real questions — the full version adds scoring and a personalized report per respondent.

  1. Role applied for and source (fields)
  2. Communication clarity (1–5)
  3. Motivation fit with the role (1–5)
  4. Salary expectation within band? (yes / no / unsure)
  5. Location and work-permit status (choice)
  6. Notice period / earliest start (choice)
  7. Advance to interview? (advance / hold / decline, with note)
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Frequently Asked Questions

What should a phone screen actually cover?
Fifteen minutes on communication, motivation, salary band, location and permit, plus notice period. Anything deeper belongs in the interview stage.
How do I score fairly instead of going on gut feel?
Rate only against the fixed dimensions with defined anchors, and capture scores right after the call — before memory softens into 'seemed nice'.
How is this different from the Structured Interview Kit?
The phone screen is the ten-minute gate before the interview loop; the kit runs the full scored interview. One filters the pipeline, the other decides it.
What do I do with the AI report?
Bring its one-page summary — scores, notes and recommendation — into the hiring meeting instead of retelling the call from memory.
Is it free to use?
Yes. Copy it into your FormLM workspace and adapt the questions to each role.
Can I compare candidates for the same opening?
Yes — every screen uses the same dimensions and anchors, so records stay sortable across your pipeline.
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Methods & terminology behind this template

Likert scale Values-based hiring

Make every screening call comparable

Copy it free and score calls with one page of AI summary per candidate.