| Available for | Roles | Super Admin, Admin |
| Permissions | • Manage form settings | |
| Packages | Lever Basic, LeverTRM, LeverTRM for Enterprise |
Forms can be used to collect and report on structured data about candidates, outside of what is captured in their application and interviewer feedback. Forms are a versatile way to record and transfer knowledge between users, as well as other HR tools integrated with your Lever environment.
In this article
Understanding how forms work
Forms are designed to capture internally relevant information about a candidate. Forms are commonly used to capture information such as scheduling guidelines for users coordinating interviews, competing offers that have been extended to a candidate, and relevant employee onboarding information. Forms can also be made secret and subject to Sensitive Information Privileges in order to control visibility among users in your Lever environment. For more information on how to use forms in Lever, refer to our help article on adding forms to candidate opportunities.
What is the difference between forms and feedback forms?
Feedback forms are meant to be used solely in the context of an interview. The ratings, scores, and open-form responses on a feedback form inform advancement and hiring decisions. As such, feedback forms are managed separately in your Settings and are organized under their own tab on the candidate profile.
Forms are designed to serve a more versatile purpose, allowing you to capture information that may not pertain to an interview but is still relevant to the relationship with a candidate.
Configuring form templates
Creating Form templates
If you are familiar with creating feedback forms, you will notice that the process for creating form templates is very similar. To create a form template, navigate to Settings > Forms and click the New form button. You can add a title and any specific instructions for the user completing the form at the top of the blank form.
On the question block, expand the menu between the question stem field to reveal the different question types from which you can select:
- Text (single line)
- Text (paragraph)
- Date
- Dropdown
- Multiple choice
- Checkboxes
- Yes/No
- Currency
To add questions to the form, click the + Add Another Question button at the bottom of the editor. Use the up/down arrow keys on each question block to rearrange the order of questions on the form. To make a question mandatory, hover over the question block and click the asterisk (*) in the upper-right corner. When a question is marked as mandatory, the user filling out the form will be required to input a value in order to submit the form.
Click the ellipses button (⋯) in the upper-right corner of a question block to reveal the following options:
- Add helper text - i.e. a description field that will appear on the question that you can use to provide guidance/context about the question
- Duplicate question
- Delete question
Use the icons on the left side of the editor to duplicate, reset, or delete the form template. Click the lock icon to make this template secret by default. If a form template is made secret by default, only users with Super Admin access or the necessary Sensitive Information Privileges will be able to view forms of this type on candidate profiles. We advise making form templates secret by default if they are meant to capture confidential information.
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Although you can configure the default visibility for this form template, the user filling in the form can override the default visibility when adding a form to a candidate opportunity. |
Click the Save Changes button at the top of the editor to lock in the form template.
Updating and deleting form templates
To make changes to a form template, click the form template in the list to reopen the editor, from which you can edit any of the questions. Click the Save Changes button at top of the editor to lock in your updates.
To delete a template, click the trash can icon on the left side of the editor. Note that it is not possible to delete the 'Referral' form template, as it is a fixed element in your Lever environment.
Organizing form templates
From the 'Forms' page in your Settings, you can also group form templates based on the type of information they are meant to capture. Click the New Group button at the top of the page to add a section header to your form template list.
To move form templates between sections, hover over the form template in the list and click-and-drag it to the desired section.
To rename or delete a form grouping, hover over the form group name, click the ellipses button (⋯) aligned to its right, and select the corresponding option. Deleting a form group will also delete form templates within that group. Note that it is not possible to delete the 'System forms' group, nor is it possible to move templates from that group to a different section, as these are fixed elements in your Lever environment.