| Subscription Plan | Available |
|---|---|
| Enterprise | ◯ |
| Professional | ◯ |
| Growth | ◯ |
| Essential | × |
| Permission | Operation |
|---|---|
| Organization Admin | ◯ |
| Recruitment Admin | ◯ |
| Recruitment Member | ◯ |
| Limited Access | × |
Table of Contents
1. What is an Event Form Template?
An event form template is a feature that allows you to save commonly used combinations of application form fields (such as name, contact information, work history, etc.) for each event in advance.
This saves time when creating new events and enables you to quickly apply a standardized application form.
2. Creating a New Template
※ lease complete the following steps first, as they are common to all operations below.
1) Click [Template]
2) Click [Event Form]
3) Click [Create New Template]
※ The entered content is not automatically saved.
To save, click [Save] at the bottom right of the screen.
2-1. Setting the Overview
1) Enter the template name in [Name] (required)
※ If you want the template to be automatically applied when creating a new event, turn on "Set as Default".
2) Enter a description of the template in [Description]
2-2. Setting Template Elements
For each item in [Basic Information] [Work History Overview] [Experience] [Job Change Status] [Attachments] [Social Media] [Application Message], check [Display] and [Required] as needed.
- [Display]: Determines whether the item is shown on the form that candidates fill out.
- [Required]: Determines whether the displayed item is mandatory to answer.
2-3. Adding Sections to the Template
1) Click [+ Add New Section]
2) Enter any section name in the [Enter Text] field
3) Click [Add Question] and select the response format from the dropdown
4) Enter the question in [Question*], add any supplementary notes in [Description], and check if mandatory
2-4. Copying Added Sections
Click [••] on the right side of the section you want to duplicate, then click [Copy]
2-5. Deleting Sections
Click [••] on the right side of the section name you want to delete, then click [Delete]
3. Managing Created Event Forms
3-1. Editing Event Forms
Select [••] > [Edit] on the right side of the template you want to edit
3-2. Duplicating Event Forms
Select [••] > [Copy] on the right side of the template you want to duplicate
3-3. Archiving Event Forms
Select [••] > [Archive] on the right side of the template you want to archive
3-4. Reactivating Archived Event Forms
1) Click the "Archive" tab on the template list screen
2) Select [••] > [Activate] on the right side of the template you want to reactivate
3-5. Deleting Event Forms
1) Click the "Archive" tab on the template list screen
2) Select [••] > [Delete] on the right side of the template you want to delete
4. About Default Templates
A default template is a template set to be automatically applied when creating a new event.
You can freely switch the applied template by setting another template you created as the default.
Note
About the initial template
When using the event feature for the first time, a template automatically prepared by the system is set as the default.
This initial template can be edited but cannot be deleted or archived.
If you do not need it, please set another template as the default and operate accordingly.