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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

  1. Export the PDF from the evaluation results page
  2. In BambooHR, go to Hiring → open the candidate
  3. Click Files tab
  4. Upload the PDF evaluation report
  5. All hiring team members can access it from the candidate's profile

2. Add Evaluation Notes

Record key findings as candidate comments

  1. On the evaluation results, note the overall score and recommendation
  2. In BambooHR, open the candidate and go to Comments
  3. Add a summary: "Evaluation Score: X/100 — [Recommendation]. Key strengths: ... Concerns: ..."
  4. This makes the highlights visible without opening the full PDF

3. Track Scores in Spreadsheets

Combine CSV exports with BambooHR data

  1. Export CSV from the evaluation (contains all scores in structured format)
  2. Export your BambooHR candidate list
  3. Merge in Excel or Google Sheets by candidate name
  4. Use for side-by-side comparison across multiple candidates
  5. Sort by overall score to prioritize interviews

4. Share with Hiring Managers

Quick review via share link

  1. Click Share on the evaluation to copy a link
  2. Send the link to hiring managers via email or Slack
  3. They can view the complete evaluation in their browser — no account needed
  4. 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.
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Evaluation Guide · Help Center · Pricing