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How to Create an Application Form
Erin Estabaya avatar
Written by Erin Estabaya
Updated over a week ago

Creating an application form is essential for capturing candidate information effectively during the recruitment process.

How to Create an Application Form Template:

1. Go to Settings page > Jobs & Applications > Application Forms > Add application form button.

2. First Section: Add Details

  • Name: Enter the name of the application form.

  • Departments: Select the departments the form will be associated with.

  • Offices: Choose the relevant office locations.

  • Work Type: Specify the type of work (e.g., Full-time, Part-time, Remote).

  • Once all details are entered, click Next to proceed to the Form page.

3. Customize the Form

On the Form page, you will see two default sections: Personal Info and Profile. You can customize these sections and add more as needed.

You can create additional sections to collect specific information. Choose from various field types to collect the required data:

  • Short Text

  • Long Text

  • Yes/No

  • Single Select

  • Multi Select

  • Number

  • Date

  • URL

You can add multiple fields to each section to collect all the necessary information.

  • Mark Fields as Mandatory: Ensure critical fields are completed by marking them as required using the checkbox.

Once your form is complete, click the Create form button.


Using the Application Form in a Job

Now that you have created the application form, you can use it when setting up new jobs.

  • Integrate the Form with a Job

    • When creating a job, refer to our guide on How to Create a Job (link).

    • Under the Job Post Settings, you can select the application form template by clicking on the dropdown "Select Application Form template" and choosing the form you created.

  • Update the Form Directly from the Job Page

    • You can update the application form directly from the Job Post Settings.

    • Modify fields to be mandatory or optional, and hide fields if necessary.


Use Cases

  • Multiple Locations: If you're hiring for different locations, you may need to customize forms to account for location-specific details, such as office preferences or local compliance requirements.

  • Varied Roles: For roles with distinct requirements, such as technical vs. non-technical positions, having tailored forms ensures that you gather the most relevant information for each role.

  • Different Departments: Customize forms based on the department's needs, whether it's HR, Marketing, Engineering, etc., to ensure the data collected aligns with departmental goals.


FAQs

Q: Can I edit the form after it's been assigned to a job?

A: Yes, you can make changes to the form even after it has been assigned to a job. This allows flexibility to adjust as needed based on the job's specific requirements.

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