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Using Evaluation Reports with BambooHR
Step-by-step guide for importing candidate evaluations into BambooHR Hiring
1. Upload PDF to Candidate Files
Attach the evaluation to the hiring record
- Export the PDF from the evaluation results page
- In BambooHR, go to Hiring → open the candidate
- Click Files tab
- Upload the PDF evaluation report
- All hiring team members can access it from the candidate's profile
2. Add Evaluation Notes
Record key findings as candidate comments
- On the evaluation results, note the overall score and recommendation
- In BambooHR, open the candidate and go to Comments
- Add a summary: "Evaluation Score: X/100 — [Recommendation]. Key strengths: ... Concerns: ..."
- This makes the highlights visible without opening the full PDF
3. Track Scores in Spreadsheets
Combine CSV exports with BambooHR data
- Export CSV from the evaluation (contains all scores in structured format)
- Export your BambooHR candidate list
- Merge in Excel or Google Sheets by candidate name
- Use for side-by-side comparison across multiple candidates
- Sort by overall score to prioritize interviews
4. Share with Hiring Managers
Quick review via share link
- Click Share on the evaluation to copy a link
- Send the link to hiring managers via email or Slack
- They can view the complete evaluation in their browser — no account needed
- Great for stakeholders outside of BambooHR (C-suite, board members)
All exports use your agency branding. No third-party branding is visible — your clients see only your identity.