The Application Form stage is the first step in your hiring process and one of three default stages in every workflow.
The Application Form stage is designed to:
Collect basic applicant details like name, contact info, and availability.
Automatically screen and filter applicants using Smart screening questions.
Keep your application process consistent across all job postings.
It's where every applicant starts. The information you collect here determines how candidates move through the rest of your hiring process, so setting it up carefully saves you time later.
⚠️ You can't delete or move this stage. It's fixed in every hiring workflow because it collects the basic applicant details (like name and contact info) that other stages depend on.
The Application Form stage of the hiring process.
Review and edit your form questions
When you open the Form tab, you'll see a list of preloaded questions. Some are fixed and required, while others can be customized to fit your needs.
Four questions are required and can't be changed or removed: First name, Last name, Phone number (Mobile preferred), and Email address. You can edit, reorder, make optional, or delete any other question.
🖼️ Image coming soon: The Form tab with preloaded questions
⚠️ Privacy reminder: Don't ask for sensitive personal information such as government IDs or license numbers at this stage.
Add questions and form elements
You can expand your form using the Add question or Add form element buttons at the bottom of the stage.
Add question options include: Smart screening, Short answer, Paragraph answer, File upload, Upload Resume, Checkboxes, Multiple choice, Dropdown, Telephone, Email address, Date, and Applicant Availability.
Add form element options: Text block, Image, Embedded content, and Embed YouTube video.
💡 Smart screening questions use a rule like If answer is Yes/No then Reject. They're always required.
Automate actions
In the Automation tab, under When an applicant submits their application..., you can:
Turn on send them a message to let applicants know their application was received (off by default).
Turn on move them to next step to advance applicants automatically (off by default).
Applicants who fail any Smart screening question are always rejected automatically.
🖼️ Image coming soon: The Automation tab for the Application Form stage
See how applications appear after submission
After applicants submit their form, their information is automatically added to the Applicants tab in Team View where you can review answers, send messages, or move candidates through your hiring stages.