Managing Application Forms

How to create and manage your application forms

Ian Remington avatar
Written by Ian Remington
Updated over a week ago

Crelate allows you to create a custom form, or questionnaire, for applicants to use when they apply to your portal. You can configure a custom form on a job-by-job basis, or use a few forms (or one) for every job.

Building your Form

To create a custom form, navigate to Settings | Custom Forms

That will then display your Form Template Editor. You'll want to ensure your Form has a Form Name as this is a required field to complete. Next, you'll see an option for a Section Header Name. What's a Section? The intent here is if you have background questions, personal questions, work experience questions, etc, you may group them within a section for natural segmentation. From there, you may begin to add your question and later (#4) continue to add additional questions/sections.

When creating a question, there are 5 key components to your questions.

1. Question type: Crelate has a ton of options to choose from such as date fields, short/log answers and monetary fields. Choose whichever type makes sense based on your question type.

Pro Tip: Questions in your forms are searchable (more on that in #4 HERE). Be cognizant that you may always use this data later on in a search.

Pro Tip #2: If you intend to task for additional documentation (such as a Cover Letter), select document and choose which document type you'd like to map that too. Here's the options:

2. Help Text: You may add help text which will display in smaller font just below the question to guide the applicant in a particular direction when answering.

3. Required: You may make each question required in order to complete the application

4. Tags - You may tag questions that you've added. Why use tags? You'll notice in the top right of your form the there is a Add Questions by Tag option. If you're creating similar forms with slight variances for difference jobs, you may tag those questions. Let's say I'm creating an application form for a Sales Associate position. I may tag those questions "sales" and later, if recreating a very similar form, I can pull in questions by Tag to automatically grab all questions with that tag to save time.

5. Field Mappings: Field Mappings are an incredibly dynamic and powerful tool within Crelate. As a result, we have full guide we would recommend checking out: Using Field Mappings.

Adding your Form to a Job

With your form created, you'll want to ensure you've aligned that with a specific job. Once within the job page, use the Edit or Add menu to select Application Form to align your created form.

The Job will now use the configured form. If you haven't published your Job, please see: How to: Publish a Job for directions on how to publish your Job

The Applicant Experience

When an applicant goes to apply, they will fill in their name, resume and contact information, but now they can also fill in the questions on the form that you have applied to the Job. You may review an application form by navigating to:

What's Next?

Check out how Field Mappings can work for you and learn more about how you may use the same principle in Application Forms in your Activity Forms.

Did this answer your question?