Forms

Forms allow you to collect responses from People and save that information to fields on their records. Questions on a form can be saved to both standard and custom fields.

Accessing Forms

• Expand the Sidebar in the top right corner of the software and click on the Settings icon 
• Click to expand the My Agency section and then select Manage Forms
• This requires the Manage Forms user permission to view

Creating a Form

• Click the Create New Form button in the upper right. You can also copy an existing Form using the Copy icon in the actions column of the table

• After clicking the Create New Form button, you’ll be asked to name your form

• Give your form a name and click Save 
• Since Forms are used on the Careers Page, by default the following 3 questions are required:
  • Resume
  • Name
  • Email

Editing a Form

• Click the Add Questions button in the upper right corner
• This will open the panel and allow you to add questions associated with either your standard or custom fields
• Select any fields you’d like to add to the form

• Click Done at the bottom of the panel

Questions will be added to the bottom of your form in the order in which they appear in the panel. Once added to the form, questions can be dragged and dropped to re-order them on the page.

To see what your form will look like on the Careers Page

• Click the Preview icon in the upper right corner.

This will open a new tab with a preview of the form on a replica of your Careers Page.

NOTE: As per Indeed’s job seeker privacy and security policy, any questions asking for the following are prohibited:

• Full driver's license number
• Full social security number (SSN) 
• Bank account information

Any questions that request this information will not be shown to job seekers on Indeed. This may also result in your job(s) being removed from Indeed. For more information on Indeed's screener question policy, click here.

“Add Below” and other elements

You can also add other elements in between existing questions to help break up the form or add instructional text. 

• Click the down arrow in the lower right corner of a Question

• Select the element you would like to add
  • Add Question - Adds another question here
  • Text Block - Add a block of text to the form (useful for providing instructions to the candidate about certain sections)
  • Section Title  - Adds a header or title section to the form. (helps visually break up the form and useful ahead of new sections like Work History, Education, etc.)
  • File Upload - Adds a question that allows the candidate to upload a file