As part of Phase 2 of your Implementation, you'll have identified whether the Forms and Flows within your system will be sufficient, or whether they'll need some tweaks...or perhaps you'll need to create whole new forms and flows.

Whatever you need to do, in this article we'll show you the basics of building and amending your Forms and Flows.

Unless stated otherwise, everything we talk about in this article applies to all types of forms and flows.

Within Eploy you have the ability to create Application and Onboarding forms, but Feedback and Structured Review forms as well.

Regardless of the form you're creating, they're all built in the same way.

First, access your Eploy Core System and click Admin > Discover Forms. From here you'll have five options to choose from:

Once you know the type of form to use, select that option from the list.

You'll now be looking at the list of forms.

To amend an existing form, click its name. To create a new form, click New from the toolbar.

There are three things to look at when managing forms:

These can be found at the top of the Details tab of the form.

From here you'll be able to:

Don't forget to click save once you've made changes to this section.

If you don't need to create knockout questions, or you don't want Eploy to automatically score the responses to the form, you won't need to worry about this section.

These settings can be found at the bottom of the Details tab of the form.

I'm not going to go in to detail here about these settings as we have a dedicated section within our main Knowledge Base which explains everything you need to know about scoring and grading your forms.

If you forget to add questions and pages to your form, you'll end up with a blank page, which is no good to anyone.

To add questions and pages to your form, open the Questions tab of the form.

From here, click the Add button.

As you can see from the screenshot above, there are three options here:

These are effectively free-form questions, whereby you type in the question and, if necessary, the answer choices. Having the ability to create these free-form questions in your forms gives you fantastic breadth to ask anything you like.

That being said, use these fields with caution - Discover Fields are not reportable and cannot be exported.

I really can't overstate this enough - please don't fall in to the trap of creating a standard field in the hope that it can be reported on or exported. If you want to have a new question added which can be reported on or exported, please let your Implementation Manager know so they can create it as a Standard Field.

These are fields which exist in your system's database and can be found within any of the records in your system. For example, if you want to display something like the Vacancy Title, or you want the Candidate to enter their date of birth, both of these fields exist on a record and should be added in to the form as a Discover Field. As these are fields within the system, they are fully reportable and can be exported.

Pages allow you to take a form with loads of questions and break it down in to bite-sized chunks. By using pages, not only are you making things easier for your Candidates visually, but it also gives them the facility to complete the form across several sittings, as moving from one page to the next automatically saves the answers for that page.

As with scoring and grading, we have a dedicated article within our main Knowledge Base which goes in to a great amount of detail where adding questions are concerned. Please click here to view this article.

There are two categories of Form Flows available within Eploy: Candidate and Structured Review.

To access the form flows in your system, go to Admin > Flows then select Candidate Flows or Structured Review Flows.

You'll now see a list of the flows already configured within your system.

To create a new one, click New within the toolbar.

To amend an existing flow, click its name.

Initially, you'll be looking at the Details tab where you'll be able to:

Beneath this you'll find the Website Display Settings (Candidate Flows only), where you can:

The second tab is where you'll find the Flow Automation - this is where you'll be able to see, visually, how the form flow is constructed and from here you'll be able to:

To view more information about form flows, please see these pages within our main Knowledge Base.

Given that Forms and Flows form such an integral part of your recruitment process, you'll be testing them automatically whenever you apply for a role or go through onboarding, but it's essential that you ensure you test all forms and flows in your system - both those created by your Implementation Manager and any that you have created as well.

To help ensure everything you need to test is captured, we'd recommend you fill in the Customer Testing Examples Scenarios spreadsheet, available within Teamwork.

One tab lists the test scenarios we'd recommend you complete - please take a bit of time to look through this and ensure all aspects of your flows have been captured. If anything is missing, you can add the relevant details to the second worksheet within the document.