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Creating and Editing Screening Question Templates
Creating and Editing Screening Question Templates

Learn about adding and updating screening questions during the application process

Emma Sledge avatar
Written by Emma Sledge
Updated this week

Are you tired of dealing with the hassle of paper applications? Question Templates in Apploi are used to create digital questions asked during the application process that you typically ask on a paper application. Often times your Customer Success Manager will help with the initial implementation of these questions, but you can also create and edit these templates yourself. 

Finding Your Question Templates 

To find the question templates section, click on the admin menu under your name and click Question Templates

You'll be taken to a list of all existing Question Templates. Here you can edit an existing template or create a new one. To edit an existing template, click on its title. To create a new template, click the New Template button.

Types of Question Templates

There are two types of Screening Question Templates -- First Stage and Second Stage. The Interview Guide pertains to an additional feature in Apploi.

First Stage screening questions are added to the initial application process. For example, if a candidate is applying to your job on Indeed, they will add their name, email, phone number, and resume, and then will be prompted to answer your screening questions before submitting the application. First stage screening questions are typically used if you only have a handful of questions that you would like to ask applicants upon applying, or if they are requirements for the position.

Second Stage screening questions are set up as a separate template to be completed by the applicant after they initially apply. Second Stage screening questions are typically set up in place of a paper HR Application or as a longer list of screening questions. These can either be sent out automatically or manually to applicants using the "Sent Application - Invite to HR Application" template through the email/text template section or through Workflows. How to create an email/text template to send out Second Stage Screening Questions

The first way is through the Email/Text Template section. If you have second stage screening questions set up for all jobs and would like to have these sent out automatically after the candidate applies, select "Automatically when Applicant completes quick apply" under the When to Send column. If you would like these to be sent out manually, select "Manually". This will allow the communication to be sent out via email only.

If every job has second stage screening questions and you would like the communication to be sent out via email and text, you would set this up through Workflows.

If the questions are set up for only a specific job, you would set this up as a Job Specific Workflow.

Adding Questions to a Template

To add a new question, click the plus ( + ) sign to the left and type your question. After adding the question, you'll need to decide the type of answer choice that should be provided. Click the toggle arrow to view your available answer choices. You'll see 7 different answer choices to select. To learn about each, review this article.

Required or Optional Questions

Use the toggle to the right of each question to make the question either required or optional for the applicant to answer. See the formatting for both types below: 

Required Question: 

Optional Question:

Reordering Questions 

If you need to adjust the order of your questions, drag and drop using the purple checkered icon on the left to rearrange the questions in your application.

Once you've completed your question template make sure to click Save Template to save the changes you've made.

Adding Templates to a Job

After you've created your screening question templates, you'll want to associate them with your jobs. Navigate to the job that you would like to add the screening questions to and click on its title. Scroll down to the "Screening Questions" section. To add a first stage question template, click on the dropdown under the "Quick Apply" (first stage) section. To add a second stage screening question template, click on the dropdown under the "Full Screener" (second stage) section:

Once you've added the screening question templates, be sure to click Save to update any changes made to the job!


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