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Fill and send forms to a candidate or user

Sending a form to a candidate and users in the system or an external mail address. The form could be a reference form or a video invitation form.

Send forms

  1. Go to Recruitment in the main menu and go to the relevant job.

    Recruitment_ss.png
  2. Select the candidate(s) you wish to send a form to and click Form.

    Screenshot_2022-11-02_at_15.48.18.png
  3. Choose the form you want to forward to the candidate.

    Screenshot_2022-11-02_at_15.51.00.png
  4. Mark Forward to candidate and choose the template you wish to use.

    Screenshot_2022-11-02_at_15.52.42.png
  5. You can also chose to write a text yourself.

    Note

    The message must contain this keyword [form.link], to ensure an active link to the form in the message for the candidate to open and fill in.

  6. Click Forward to send the message and the form to the candidate.

    Screenshot_2022-11-02_at_15.55.44.png

    Warning

    To send a forms to users with an external email address, proceed with the following steps.

  7. Select Forward to User in the system, instead of Forward to candidate, and repeat the process as listed above.

    Screenshot_2022-11-02_at_15.57.19.png

Note

You can send forms to users in the system or an external mail addresses (persons, who are not using in the system). It could be a special form for a reference person, or for a manager, who needs to fill in a form in connection with employment.

Fill forms

  1. Go to Recruitment in the main menu and click on the job in which you wish to fill out a form on a candidate

    Recruitment_ss.png
  2. Go to the Candidates tab and select the relevant candidate

    candidates.png
  3. Click Form and select the form you want to fill in

    Screenshot_2022-11-07_at_14.48.12.png
  4. Fill in the form and click Save.

The form is saved and can be seen and edited in the tab Documents

Screenshot_2023-01-02_at_11.13.48.png

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