Internal Forms

There are two types of forms: Internal and Candidate. This article will guide you through creating internal forms, for further information candidate forms follow Candidate Forms.

What Is the Difference Between Internal and Candidate Forms?

Internal forms are used internally by the hiring team to assess and evaluate candidates. They can also be used to provide a uniform set of questions for reference during interviews. These forms cannot be sent to the candidate.

Once the form is created, you can add it to a job within the Assessments section. If an internal form has been added to a job, when you open a candidate's application, the form will show under the Evaluations tab of the candidate profile.

Candidate forms are designed to be sent to candidates; this can be an application form or to gather further information to help with the screening process. 

Candidate forms can be sent to candidates via email, sent automatically with a workflow automation, added to email templates.

Creating an Internal Form

• Open Settings from the left menu of your dashboard.
• Once in Settings, open Forms followed by Form Library.
• Click the Create a Form button to begin a new form.

• To create a form from scratch, name your form and click Internal Form, followed by the Next button.

• You will be taken to the form builder, which will be blank to start with.
• You can add questions by clicking on a question type on the right-hand side of the form creator.
  • You will have the ability to add the following question types:
    • Multiple choice (allows the candidate to select multiple answers)
    • Text input
    • Number input
    • Text area (more than one line, for longer answers)
    • Radio (allows the candidate to select only one answer)
    • Dropdown
    • Email
    • Date
    • DE&I
• Once you have added a question type, click the question to edit.
  • Here you can type the question and add the answers (if you have chosen either multiple choice or radio questions).
  • You can also make questions mandatory by selecting the Required box for each question.

• Once you have built your form, you have two options:
  • Save as Draft: This saves the form to your draft list
  • Publish to Library: This saves the form and it will be live to use

Adding an Internal Form to a Job

• Open Jobs from the main menu and select the job that you would like to add the form to.
• Click Edit Job from the Actions column.

• On the second page of the job creation process, Configuration, click the arrow at the top of the Assessments section to reveal the dropdown menu, and choose a form from the list.
• Then, click Save.

The form will now appear in the section.

Completing an Internal Form

• Open the job you have added the form to, and click on the candidate you would like to assess.
• Open the Evaluations tab to view and complete the internal form.

• Click Submit at the bottom of the form to save the completed form.

• The completed form and forms completed by other members of the team will show in the Team Evaluations tab of the Evaluations Section of the candidate profile.
• Download and view the completed form using the options next to the form.