Adding a form to a hiring step

Create a form

To add a form to a hiring step, you will first need to create the form. Navigate to Settings > Hiring Tools > Forms. Click the Create New Form button.

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Choose the type of form you want to create. Many of our clients utilize the PDF Form Builder. Once you select the form type, click Continue.

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Next, you will be asked to name and upload the form. When building a PDF form, you can overlay text fields over the PDF that you are asking the applicant to fill out. Please make sure you title each form field correctly and note whether an applicant needs to fill it out (mark it as required).

For more guidance on PDF forms, click here.

Assign the form to a hiring step

Before you click Update Required Form at the bottom of the form, you will be asked to assign the form to a Hiring Step. Additionally, you will select notification options and whether this form should be added to the application process for all existing and/or new jobs.

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Add a form to jobs and job templates

To finalize the addition of the form to the hiring process of all of your jobs, you will have to select that this form should be part of every active job posting and job templates (see above).

On an active job posting and on every job template, notice the Forms area on the Hiring Settings section of the job post. Turn on the toggle next to any form(s) you would like added to the hiring process of that job and Save the job.

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If you add your new form to job templates, it will already be selected prior to posting a job from that template. When you update a job template, you will be asked to make those same changes to every currently active job posting created from that job template.

Now you're ready to invite an applicant to complete the form.