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Set up the Application Form stage

Learn how to set up and customize the Application Form stage to collect applicant information, edit or add questions, and automatically screen candidates.

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.

⚠️ 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.


Automate actions

In the Automation tab, you can tell the system what to do right after someone submits their application — send a message, move them to the next step, or automatically reject them if they don't meet your screening criteria.


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.


Guided Demo

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