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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 answer, 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. Click the   Settings menu.
  2. Click the Recruitment Settings submenu.
  3. Click the Screening Questions Templates tab.
  4. Click the   Add a Template button.
    Screen_1.jpg
  5. Complete the following fields:
    • Template name.
    • Question.
    • Select question type:
      • Short answer.
      • Long answer.
      • Date.
      • Number.
      • Yes/No.
      • Drop-down.
      • Multiple-choice.
  6. Click the Save button.

    Helpful Hint

    Not sure what to write? If you are on our Platinum HR classic 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. 

    Screen_2.jpg

Daily activities

Preview a screening question template
  1. Click the   Settings menu.
  2. Click the Recruitment Settings submenu.
  3. Click the Screening Questions Templates tab.
  4. Click the screening question you want to preview.
    Screen_3.jpg

    Helpful Hint

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

    Screen_4.jpg

Editing data

Edit screening questions template
  1. Click the   Settings menu.
  2. Click the Recruitment Settings submenu.
  3. Click the Screening Questions Templates tab.
  4. Click the   button.
  5. Click the   Edit button 
    Screen_5.jpg
  6. Make the required changes and click the Save button.
    Screen_6.jpg

Deleting data

Delete screening questions template
  1. Click the   Settings menu.
  2. Click the Recruitment Settings submenu.
  3. Click the Screening Questions Templates tab.
  4. Click the   button.
  5. Click the   Delete button 
    Screen_7.jpg
  6. Click the Delete button.
    Screen_8.jpg

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