Forms & Documents is a superb tool designed to help you gather more information from a candidate during the hiring process. Build customised forms for reference checks, background checks, compliance checks and much more.
To get started:
Go to the Templates section in the left-hand menu.
Click on “Forms and Documents”.
This will take you to a list of all your existing forms and documents.
Creating a New Form
To create a new form:
Click on the + New Form button at the top right corner.
Name your form — choose something descriptive so it's easy to identify later (e.g., "Pre-Screening Questions", "Onboarding Form").
Start building your form by clicking the + Add Question button.
Adding Questions
When adding questions to your form, you can select from a range of answer types depending on the kind of input you need:
Short Answer – For brief text input (e.g., name, phone number).
Paragraph – For longer responses (e.g., motivations, experience).
Yes/No – Quick binary choices.
Multiple Choice – Allow candidates to choose from a list of predefined options.
You can add as many questions as you need, and arrange them in any order.
Optional vs. Mandatory Questions
Each question can be set as either:
Optional – Candidates can skip this question.
Mandatory – Candidates must answer this question before submitting the form.
This gives you flexibility in what information you require versus what’s nice to have.
Best Practices
Keep forms short and relevant – Long forms can reduce candidate engagement.
Use clear labels and instructions for each question.
Make sensitive questions optional, unless strictly necessary.
Review your form before sending to ensure it meets your information needs.
Sending Forms to Candidates:
From within the "Candidate Profile" select "Forms & Docs", then choose the form you would like to send to the candidate to request further information. The candidate will receive an email with a link to complete the form, including the option to add and download attachments.
Note: You can email the form manually by selecting "Copy link to send manually".
Need Help?
If you need assistance creating forms or using templates, feel free to reach out to us at support@occupop.com — we’re happy to help!