Adding forms to candidate opportunities

Best practices for forms

Compared with adding notes to candidate profiles, forms provide a more structured way of tracking and reporting on key pieces of information. Here's an example:

A candidate declines an offer for compensation reasons and is archived as 'Offer Declined.' From here, the recruiter managing this opportunity adds a note to indicate the offer was declined for compensation reasons. At the end of the year, your team would like to know why candidates are declining offers so they can be more strategic with offer negotiations moving forward.

Tracking this as a note would make it very difficult to pull a comprehensive list of why candidates are declining their offers. If this information was tracked using a form instead of an unstructured note, then you will be able to easily report on responses to completed forms (see below for how to report on data in forms). 

Adding forms to candidate profiles

The forms you have access to will depend on the form templates your team has created. For steps on how to customize which form templates are available, please refer to our help article on creating form templates. 

To add a form to a candidate profile, click the ellipses button (⋯) at the top of the profile and click Add Form. If a candidate has multiple opportunities, make sure to select the opportunity to which the form pertains before adding the form.

Proceed to fill out the form. Note that some questions on the form may be marked as mandatory by the author of the form - these questions will be denoted with an asterisk (*). You will be unable to submit the form until all required questions have been answered. Use the toggle at the bottom of the form editor to control whether the form you have completed will be visible to any user with access to the candidate profile, or whether it will be subject to Sensitive Information Privileges (which prevents anyone other than Super Admins and those with the necessary Sensitive Information Privileges from viewing it). You can determine the default visibility configured by the author of the form based on the initial state of the toggle.

Click the Submit button to attach the form to the candidate's profile. The form will appear in the candidate's forms summary, accessible via the 'Forms' tab at the top of their profile.

While forms are attached to the candidate profile, not the opportunity, they retain an association with the opportunity that was selected when the form as added. If a candidate has multiple opportunities and you are viewing an opportunity other than the one to which a form is associated, the associated opportunity will be listed on the form.

Reporting on data in forms

To perform a forms data export:

• Navigate to Visual Insights via the platform header
• Click the Exports icon (⇩) in the left-side navigation and select Feedback from the export menu
• Select the Forms tab and define the parameters for the export
• For more information on exporting form data and the fields included, please refer to our help article Visual Insights exports