Adding Screening Forms to Workflows

Screening Forms are filled in by Hiring Managers during the recruitment process to capture their screening comments and notes for individual candidates.

Screening Forms are added to the Workflow at the Screening stage of the recruitment process:

1. Click Libraries > Workflow Library
2. Click anywhere on the flow name within the listing to access the Options bar
3. Click Edit from the available options
4. Click Recruiter Stages tab and then Edit the Screening stage
5. Click the Additional Forms tab and then Add
6. Click your preferred Screening Form from the listing and click Use

The Form will now appear in the Additional Forms tab of the Workflow Stage.

When Hiring Managers login to their screen they can access the candidate listing for their vacancy. The screening form will be available for completion for each candidate.

When the form has been submitted, the form can be viewed by HR in the Forms tab of the Candidate Record Card.

Use the Screening Decision report to keep track of the manager’s screening comments and scores.