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Setting up screening question templates

Available for the following plans: Employment Plus, Employment Unlimited
Available for the following HR plans: Premium, Platinum
Available for the following user access level: Admin    

The Screening Questions Templates feature allows you to create your own screening question templates that you can send out to your candidates. These templates can include a range of questions, for example, short or long answers, date-based, multiple choice, etc. You can also use this feature to edit the information if it needs updating and to delete an entry that you no longer need.

Getting started

Add screening questions template
  1. Go to Settings menu > Recruitment Settings submenu.
  2. Click the arrow on the top right and choose the Screening Questions Templates tab.
  3. Click the Add a Template button.
  4. Complete the following fields:
    • Template name.
    • Question.
    • Select question type:
      • Short answer.
      • Long answer.
      • Date.
      • Number.
      • Yes/No.
      • Drop-down.
      • Multiple-choice.
  5. Click the Save button.

    Helpful Hint

    Not sure what to write? If you are on our Platinum HR plan, you can type a few points in, then click to have our AI help you generate a draft message. You will be able to refine the draft as you need before submitting. 

Daily activities

Preview a screening question template
  1. Go to Settings menu > Recruitment Settings submenu.
  2. Click the arrow on the top right and choose the Screening Questions Templates tab.
  3. Click the Screening Questions Templates tab.
  4. Click the screening question you want to preview.

    Helpful Hint

    You will now see your screening questions template on your screen.

Editing data

Edit screening questions template
  1. Go to Settings menu > Recruitment Settings submenu.
  2. Click the arrow on the top right and choose the Screening Questions Templates tab.
  3. Click the button.
  4. Click the Edit button 
     
  5. Make the required changes and click the Save button.
     

Deleting data

Delete the screening questions template
  1. Go to Settings menu > Recruitment Settings submenu.
  2. Click the arrow on the top right and choose the Screening Questions Templates tab.
  3. Click the button.
  4. Click the Delete button 
     

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