| Role | Permission |
|---|---|
| Org Admin | ◯ |
| Hiring Manager | ◯ |
| Hiring Member | ✕ |
| Limited Access | ✕ |
Overview
- What is an Application Form?
-
Create a New Application Form Template
- Create a Template
- Set Up Template Elements
- Add a Section to the Template
- Duplicate a Section
- Delete a Section
-
Managing Application Forms
- Edit an Application Form
- Duplicate an Application Form
- Archive an Application Form
- Activate an Archived Application Form
- Delete an Application Form
1. What Is an Application Form?
When candidates apply for a job, they're prompted to complete an application form. You can customize which fields candidates need to fill out by adjusting the form settings under Templates.
2. Creating a New Application Form Template
-
- Click on [Templates] from the left navigation menu
- Click on [Application form]
- Click on [+ New application form]
Note: Input data is not saved automatically. To save, make sure to select [Save changes] at the bottom-right of the screen.
2-1. Create a Template
-
- Enter the template name in [Name]
- Enter the template description in [Description]
2-2. Set Up Template Elements
For each section, such as [General Information], [Career summary], [Experience], [Job], [Attachments], [Links and social networks], [Final comments], use the checkboxes [Visible] and [Required] to designate which fields need to be filled out by the candidate.
- [Visible]: If active, this field will be shown on the application form.
- [Required]: If active, this field will be required on the application form.
2-3. Add a Section to the Template
-
- Click [+ Add new section]
- Enter a section name in [Section title]
- Choose a response format from the dropdown
- Write your questions or comments to the candidate
2-4. Duplicate a Section
- Click [‥] to the right of the section you want to duplicate, then select [Copy].
2-5. Delete a Section
- Click [‥] to the right of the section name you want to delete, then select [Delete].
3. Managing Application Forms
3-1. Edit an Application Form
- Select [Edit] from the [‥] menu to the right of the application form you want to edit.
3-2. Duplicate an Application Form
- Select [Copy] from the [‥] menu to the right of the application form you want to duplicate.
3-3. Archive an Application Form
- Select [Archive] from the [‥] menu to the right of the application form you want to archive.
3-4. Activate an Archived Application Form
- Click [Archive] in Application form settings.
- Select [Activate] from the [‥] menu to the right of the archived application form you want to activate.
3-5. Delete an Application Form
- Click [Archive] in Application form settings
- Select [Delete] from the [‥] menu to the right of the application form you want to delete.