TABLE OF CONTENTS
Upon creating the internal forms, you can map them to your global or job-level hiring plan.
This article helps you understand:
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How to map an internal form to a hiring plan (both global or job level)?
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What are the various configuration settings available for internal forms?
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Who can access the internal forms?
★ Adding Internal Forms to a Global Hiring Plan
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Navigate to the Global Hiring Plan from Settings > Job Setup > Hiring Plan.
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Select any of the hiring plans and from its details page, click on + Round to add a new round.
- Choose the round type as Internal Forms in the following pop-up and create the round by adding a name. Click on Create upon completing the process.
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You can also copy the round configuration from an existing job. Click on the drop-down provided for Copy from the existing job.
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Click on Create to complete the process.
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From the stages, click on Configure provided against the internal form round.
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In the following screen, you can add users who can access the form. You can choose from the drop-down menu. The list will have only the users added to Sense TRM.
- Also, toggle the button ON to enable automated alerts to employees regarding completing the internal form round.
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You can also select a configured form and map to the hiring plan from the drop-down list.
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Click on Save to create internal forms and map to the hiring plan.
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The Email Template allows configuring the email content that will be sent upon form submission.
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You can enter the email subject and body.
The placeholder {{form_link}} will be added to the email body by default. It is essential to generate the form link on the email triggered to the selected users. -
Click on Save Changes upon completing the email content.
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The Notification tab allows adding users who should be notified upon the form submission.
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Click on Add upon selecting the list of recipients.
You have successfully configured internal forms to the global hiring plan.
★ Adding Internal Forms to a Job Hiring Plan
For adding internal forms to the job hiring plan, follow these steps:
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From the respective job’s about page, navigate to the hiring plan.
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Click on + Round to add a new round.
- Choose the round type as Internal Forms in the following pop-up and create the round by adding a name.
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You can also copy the round configuration from an existing job. Click on the drop-down provided for Copy from existing job.
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Click on Create to complete the process.
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From the stages, click on Configure provided against the internal form round.
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In the following screen, you can add users who can access the form. Only the users who are added to Sense TRM will be listed on the drop-down for the internal form.
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Also, toggle the button ON for opting for sending an alert to employees regarding the internal form upon completion of the round.
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You can also select a configured form and map to the hiring plan from the drop-down list.
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Click on Save to complete creating internal forms and map to the hiring plan.
- The Email Template allows configuring the email content configured which will be triggered for submitting the form.
- You can enter the email subject and body.
The placeholder {{form_link}} will be added to the email body by default. It is essential to generate the form link on the email triggered to the selected users. - Click on Save Changes upon completing the email content.
- The Notification tab allows adding users who should be notified upon submission of the internal form.
- Click on Add upon selecting the list of recipients.
You have successfully configured internal forms to the job hiring plan.
Learn more about configuring internal form here.