Client Application Form Settings

1. Go to: Configuration, then click on “Application Form Settings” found in the sidebar under Recruitment 

2. Click on the “Client” tab  

3. Customize the General Settings section: 
   • Approval: Check box if clients require approval; automatically give the ‘Applicant’ status, instead of ‘Accepted’ status, once this application is completed 
   • Send Email: Check box if you would like an email automatically sent to each new applicant following the completion of the form 
     • Enter your custom message in the text box 
   • Disable this application form: check to prevent applicants from using this application form  
     • Disabled Application Form Message: Enter your message in the text box 
   • Click the [Save] button at the top of the page and continue to “Step One Settings” 

4. Customize the Step One Settings section: 
   • Birthdate: Check to display and require applicants to enter a birthdate 
   • Required Fields: Check to display only required Contact Information fields (name, address, email and one phone number). 
     • Note: Contact Information fields, including those which are required, cannot be changed or removed 
   • Policy Settings 
     • Policy Acceptance: Check to require clients to accept your policies as the first step in completing the application form 
     • Display Policy: Check box if you would like these client policies displayed at the top of the user registration page  
     • Policy Title: Enter a new label if desired (default: “Organization Policies”) 
     • Policy Acceptance Checkbox Label: Enter a new label, if desired (default: “I agree with the organization’s policies”) 
     • Policy Button Text: Enter new text, if desired (default: “View Policy”) 
     • Client Policies Text: Enter policy information into text box 
   • Click the [Save] button and continue to “Step Two Settings” 

5. Customize the Step Two Settings section: 
   • Custom Fields: 
     • Custom Field Form Header: If desired, enter custom text that will display above this section on the application form 
     • View Custom Fields that are set to display on this application form 
       • To edit, click on the [Modify Custom Fields] button 
       • Check the boxes to the left of each Custom Field you would like to change 
       • Scroll to the bottom, and click on the dropdown menu 
       • Select an option and confirm the change by clicking the button at the bottom right of the dialogue box 
   • Override Notice (Optional): Enter text to customize the default message reminding applicants to complete the entire application form. 
     • Check box if you would like the message to be placed inside a “notice” container 
     • Check box if you would like your text to display at the top and bottom of the application form 
   • Click the [Save] button and continue to “Application Complete Settings” 

6. Customize the Application Complete Settings section: 
   • Customize the message that will display to applicants once they complete the application 

7. Click on the [Save] button 

Tip: Click on the [Interactive Sample Form] button of your application forms to see the preview. You do not need to fill anything in when you go through the sample form.  Note: Your banner graphic will appear at the top of the page when clients apply but it does not show up here. 

Note: You can click on the [Generate Link] button at the top right of screen, to access the link and QR code for your live application form.