1
Complete the candidate and role information header
Before the interview begins, fill in the candidate's full name, the date, your name, and the exact role and location being hired for.
π‘ Print or open the guide before the candidate arrives β completing the header during the interview signals disorganization.
2
Read or paraphrase the role context briefing
Deliver the briefing at the start of the session so the candidate understands the role's scope and what the interview will cover. Keep it under two minutes.
π‘ Adapt the briefing to reflect any specifics about your office β volume of visitors, type of callers, or tools the candidate will use β so responses are relevant.
3
Ask the work experience questions and take brief notes
Work through the background questions in order, noting specific volume figures, tools, and tenures the candidate mentions β not just yes/no answers.
π‘ Write down numbers: '80 calls per day' is more useful in post-interview scoring than 'said they handled high call volume.'
4
Ask behavioral and situational questions with follow-up probes
For each behavioral question, wait for a STAR-structured answer. If the candidate gives a vague response, use the printed follow-up probe to draw out specifics before moving on.
π‘ Allow silence after a question β candidates who pause to think typically give more accurate answers than those who fill the silence immediately.
5
Score each competency area immediately after the relevant questions
Fill in the rubric score for each competency section as you complete it, while the answers are still fresh. Do not leave scoring until after the interview ends.
π‘ If two questions cover the same competency, average the evidence β one strong answer and one weak answer should yield a middle score, not the higher one.
6
Allow time for the candidate's questions
Give the candidate at least five minutes to ask their own questions. Note the quality and relevance of what they ask β it is a legitimate data point for the 'judgment' competency.
π‘ A candidate who asks nothing typically signals either low preparation or low interest; probe gently: 'Is there anything specific about the day-to-day role you'd like to know more about?'
7
Complete the overall recommendation section after the candidate leaves
Sum the rubric scores, write a two-to-four sentence rationale, and check the hiring recommendation box. Do this before your next interview so candidates don't blur together.
π‘ Share completed guides with other interviewers or the hiring manager before the debrief meeting β it prevents one loud opinion from overriding quieter but equally valid assessments.
8
File the completed guide with the candidate's application materials
Retain the signed, scored guide with the candidate file for at least one year. Documented interview records are your primary defense in a hiring discrimination complaint.
π‘ Use a consistent file-naming convention β e.g., YYYYMMDD_CandidateName_Role β so records are retrievable without a manual search.