CRM Internal Forms

Internal Forms in CRM empower Hiring Managers and Recruiters to record candidate details collected during the hiring process. Internal stakeholders primarily use these forms.

You can configure these forms internally. To utilize them, you configure and map them to a hiring plan. You achieve this by creating a new round for either job or global hiring plans.

Creating a New Internal Form in CRM

Follow these steps to create a new internal form:

1. Navigate to Configuration > CRM Settings > Forms > Internal Forms.
2. In the pop-up window that appears next, click + Create New.
3. Add a name for the form.
4. Click on Create to finalize the process.

After creation, the form becomes available to view and edit from the list of internal forms.

Adding Sections and Questions

To add content to your newly created form, click on the respective form name from the list of internal forms.

1. On the subsequent screen, Add a section name.
2. Then, click on Create to add the section.
3. You can subsequently add questions to these sections by clicking on New Question.

Configuring Questions

When adding a new question:

1. From the Select a field drop-down menu, select a field.
2. Then, type in a unique Field Name.
3. You can specify any dependencies.
4. You can mark the respective question to be Mandatory, Optional, or OFF.
5. Finally, you click Add to complete the process of adding the question.

Previewing and Viewing Forms and Answers

• Previewing the Form: To preview the form you've created, navigate to the Internal Forms list page and click on Preview.
• Viewing Internal Form Status and Answers:
  1. Navigate to the Candidates tab inside a specific job.
  2. The candidate card will display the internal form status.
  3. To view the form answers, you go to the Forms tab inside the respective candidate's profile.