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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

Joelle Kuperman avatar
Written by Joelle Kuperman
Updated over 5 months ago

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 settings icon and click Screener Question Templates under 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 Create 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

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

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 through the "Sent Application - Invite to HR Application" email template. If you 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." How to create an email/text template to send out Second Stage Screening Questions

Adding Questions to a Template

To add a new question, click the pencil icon to edit the Template, scroll down, and press Create 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

To make a question required, click the Answer Required box on the question. Or leave the box unchecked to make the question optional for the applicant to answer. See the formatting for both types below:

Reordering Questions

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

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 Apply Process and make sure Full Apply is selected.

  • Select your screening question template from the pulldown (either first stage or second stage).

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

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