ATS Vendor Evaluation Scorecard Template 2025 [Make a Copy]

	A	B	C	D	E
1	ATS Vendor Evaluation Scorecard				1 - very poor match with needs & requirements
2					2 - poor match with needs & requirements
3					3 - good match but not all needs & requirements addressed
4					4 - strong match with needs & requirements
5					5 - very strong match with needs & requirements
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8	Profiles
9	Vendor	Vendor 1	Vendor 2	Vendor 3	Questions to Ask Vendor
10	Do they have clients within our industry?				Do you have clients with companies in our industry?
11	What is the size of their typical customer base?				Are most of your customers large or small businesses?
12	Notable customers:				Who are some of your customers?
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15	Criteria	*Prior to use, update criteria as needed. Update basis for scoring to have qualitative scoring details.			Scores Available from 1-5. Basis for scoring must be listed with specific examples.
16	Collaboration & Ease of Use	Vendor 1	Vendor 2	Vendor 3	Questions to Ask Vendor
17	User Interface	☆☆☆☆☆	☆☆☆☆☆	☆☆☆☆☆	How intuitive and easy to navigate is the platform?
18	Workflow Flexibility	☆☆☆☆☆	☆☆☆☆☆	☆☆☆☆☆	Does your ATS come with a defined workflow or can I customise it as per needs?
19	Pipeline Stage Configurability	☆☆☆☆☆	☆☆☆☆☆	☆☆☆☆☆	Does your ATS allow configurability of custom stages of the application process?
20	Team Messaging & Comments	☆☆☆☆☆	☆☆☆☆☆	☆☆☆☆☆	Does your ATS enable collaboration through notes connected to records, or the ability to @ other users, and notify them of your comments/actions?
21	Notifications	☆☆☆☆☆	☆☆☆☆☆	☆☆☆☆☆	Does your ATS have functionality to notify users when a task is due?
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23	Average Score	0	0	0
24	Candidate Sourcing	Vendor 1	Vendor 2	Vendor 3	Questions to Ask Vendor
25	Job Board Posting Integrations	☆☆☆☆☆	☆☆☆☆☆	☆☆☆☆☆	Can your ATS enable us to publish job postings to all major job boards at once?
26	Branded Careers Pages	☆☆☆☆☆	☆☆☆☆☆	☆☆☆☆☆	Does your ATS offer branded and/or embeddable job widgets to our existing careers page? Or does it offer free hosted careers pages?
27	Advanced AI Enabled Search	☆☆☆☆☆	☆☆☆☆☆	☆☆☆☆☆	Does your ATS provide advanced AI enabled to find suitable candidates?
28	Extension for Sourcing Channels				Does your ATS provide a chrome extension for sourcing channels?
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30	Average Score	0	0	0
31	Applicant Tracking	Vendor 1	Vendor 2	Vendor 3	Questions to Ask Vendor
32	Automation Capabilties	☆☆☆☆☆	☆☆☆☆☆	☆☆☆☆☆	What are the automation capabilities your system offers?
33	Pre-Screening Auto-Reject	☆☆☆☆☆	☆☆☆☆☆	☆☆☆☆☆	Does your ATS provide recruiters with the option to apply pre-screening criteria when posting a job?
34	Bulk Editing	☆☆☆☆☆	☆☆☆☆☆	☆☆☆☆☆	Does your ATS allow users to make updates to applications in bulk, such as bulk progressing/disqualifying?
35	Customise Application Forms	☆☆☆☆☆	☆☆☆☆☆	☆☆☆☆☆	Does your ATS offer customisable application forms?
36	Background Checks	☆☆☆☆☆	☆☆☆☆☆	☆☆☆☆☆	Does your ATS provide the ability to run background checks, ensuring quick and compliant hiring decisions?
37	Automated Reference Checks	☆☆☆☆☆	☆☆☆☆☆	☆☆☆☆☆	Does your ATS fully automate the reference process? (i.e., a reference request sent automatically to a referee when a candidate is in a specific stage)
38	Pulse Surveys (i.e. cNPS, Quality of Hire)				How does your ATS measure quality of hire over time, similar to systems that track post-hire performance and candidate NPS?
39	Email Messaging	☆☆☆☆☆	☆☆☆☆☆	☆☆☆☆☆	Does your product provide email messaging functionality throughout the entire hiring cycle?
40	Email Integrations	☆☆☆☆☆	☆☆☆☆☆	☆☆☆☆☆	Is there an integrated email system, or will it work with our existing email provider?
41	Email Templates	☆☆☆☆☆	☆☆☆☆☆	☆☆☆☆☆	Does your ATS support customisable email templates for candidate communications?
42	Candidate Management	☆☆☆☆☆	☆☆☆☆☆	☆☆☆☆☆	Does your ATS capture and display a history of candidate applications, resumes, scorecards, progress, notes, and actions?
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44	Average Score	0	0	0
45	Interviews & Advanced Tools	Vendor 1	Vendor 2	Vendor 3	Questions to Ask Vendor
46	Advanced Scheduling	☆☆☆☆☆	☆☆☆☆☆	☆☆☆☆☆	Does your ATS provide automated tools to coordinate interviews between candidates and hiring managers?
47	Self-Scheduling	☆☆☆☆☆	☆☆☆☆☆	☆☆☆☆☆	Does your ATS allow candidates to self-select their interview slot online, from a number of available slots that have been made available?
48	Video Interview Functionalities	☆☆☆☆☆	☆☆☆☆☆	☆☆☆☆☆	Does your ATS provide functionality to conduct and review video interviews with candidates?
49	AI-Driven insights (talk ratio, sentiment analysis)	☆☆☆☆☆			Can your ATS provide deep insights into candidate interactions and interviewer performance, including talk ratio and sentiment analysis?
50	AI Interview Notetaker	☆☆☆☆☆	☆☆☆☆☆	☆☆☆☆☆	Does your ATS include an AI-Notetaker that can transcribe and summarise interview content, making note-taking during interviews obsolete?
51	Video Clip Creation	☆☆☆☆☆	☆☆☆☆☆	☆☆☆☆☆	Can your system create instant, searchable video clips from interviews to highlight key moments or answers?
52	Structured Interview Kits	☆☆☆☆☆	☆☆☆☆☆	☆☆☆☆☆	Does your ATS include interview kits to prepare hiring managers and ensure consistent data is collected on each candidate?
53	Candidate Scorecard Evaluations	☆☆☆☆☆	☆☆☆☆☆	☆☆☆☆☆	Does your ATS include an in-built and/or customisable candidate scorecard, making it easy to assess a candidate's skills?
54	AI-Enhanced Scorecards	☆☆☆☆☆	☆☆☆☆☆	☆☆☆☆☆	Can your ATS manage and auto-fill candidate scorecards using AI based on actual interviews, minimising manual input and follow-ups for feedback?
55	Interviewer Training	☆☆☆☆☆	☆☆☆☆☆	☆☆☆☆☆	Does your system offer a training library and/or performance dashboards to support continuous learning and improvement among hiring teams?
56	Quality of Hire				Does your system offer the ability to monitor and track hire quality via performance metrics and feedback?
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58	Average Score	0	0	0
59	Data Accessibility & Reporting	Vendor 1	Vendor 2	Vendor 3	Questions to Ask Vendor
60	Standard Reporting Suite	☆☆☆☆☆	☆☆☆☆☆	☆☆☆☆☆	What types of pre-packaged reports do you offer?
61	Data Insights	☆☆☆☆☆	☆☆☆☆☆	☆☆☆☆☆	What types of metrics and analytics does your platform include? (i.e., time to hire, time to fill, cost per hire)
62	Performance Analytics	☆☆☆☆☆	☆☆☆☆☆	☆☆☆☆☆	Can your ATS provide actionable insights and analytics on both candidates and recruitment team performance? How are these insights generated?
63	Pipeline Analytics	☆☆☆☆☆	☆☆☆☆☆	☆☆☆☆☆	Does your ATS support current and historic pipeline reports?
64	DEI Analytics	☆☆☆☆☆	☆☆☆☆☆	☆☆☆☆☆	Does your ATS provide any DEI analytics tools?
65	Filtering	☆☆☆☆☆	☆☆☆☆☆	☆☆☆☆☆	Does your ATS allow filtering within data analytics & reporting?
66	Report & Data Exporting/Sharing	☆☆☆☆☆	☆☆☆☆☆	☆☆☆☆☆	Does your ATS provide the ability for reports to be exported or shared externally?
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68	Average Score	0	0	0
69	Implementation & Onboarding	Vendor 1	Vendor 2	Vendor 3	Questions to Ask Vendor
70	Platform Training	☆☆☆☆☆	☆☆☆☆☆	☆☆☆☆☆	Will you provide training for our team on how to use the ATS?
71	Onboarding Resources	☆☆☆☆☆	☆☆☆☆☆	☆☆☆☆☆	How long does it take to onboard and what training resources are available?
72	Implementation Support	☆☆☆☆☆	☆☆☆☆☆	☆☆☆☆☆	What type of support does your organization offer during the ATS implementation phase?
73	Implementation Process	☆☆☆☆☆	☆☆☆☆☆	☆☆☆☆☆	Can you outline the implementation process and key milestones?
74	Implementation Costs	☆☆☆☆☆	☆☆☆☆☆	☆☆☆☆☆	Is there an additional cost for implementation?
75	Data Migration Support	☆☆☆☆☆	☆☆☆☆☆	☆☆☆☆☆	How do you assist customers with migrating custom data into and out of your ATS?
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77	Average Score	0	0	0
78	Client Support	Vendor 1	Vendor 2	Vendor 3	Questions to Ask Vendor
79	Ongoing Support Services	☆☆☆☆☆	☆☆☆☆☆	☆☆☆☆☆	What customer support do you offer before, during, and after implementation?
80	Support Articles	☆☆☆☆☆	☆☆☆☆☆	☆☆☆☆☆	Are there support articles easily accessible?
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82	Average Score	0	0	0
83	Product Innovation	Vendor 1	Vendor 2	Vendor 3	Questions to Ask Vendor
84	Product Updates	☆☆☆☆☆	☆☆☆☆☆	☆☆☆☆☆	How frequently do you release updates and new features?
85	Customer Feedback	☆☆☆☆☆	☆☆☆☆☆	☆☆☆☆☆	How do you incorporate customer feedback into your product development?
86	Product Roadmap	☆☆☆☆☆	☆☆☆☆☆	☆☆☆☆☆	Are there any upcoming features or innovations that we should be aware of?
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88	Average Score	0	0	0
89	Pricing & Contracts	Vendor 1	Vendor 2	Vendor 3	Questions to Ask Vendor
90	Cost Structure	☆☆☆☆☆	☆☆☆☆☆	☆☆☆☆☆	How is your pricing structured?
91	Extra Costs	☆☆☆☆☆	☆☆☆☆☆	☆☆☆☆☆	What is included in the base price, and what costs extra?
92	Contract Terms	☆☆☆☆☆	☆☆☆☆☆	☆☆☆☆☆	What are the terms of the contract, and is there a minimum commitment?
93	Adding/Removing Users	☆☆☆☆☆	☆☆☆☆☆	☆☆☆☆☆	How does billing work for adding or removing users?
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95	Average Score	0	0	0
96	Final Considerations	Vendor 1	Vendor 2	Vendor 3	Questions to Ask Vendor
97	USPs	☆☆☆☆☆	☆☆☆☆☆	☆☆☆☆☆	What makes your ATS the best choice for our company?
98	Strategic Value and ROI	☆☆☆☆☆	☆☆☆☆☆	☆☆☆☆☆	How can we measure the success and ROI of implementing your ATS?
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100	Average Score	0	0	0