Go to: Configuration, then click on “Application Form Settings” found in the sidebar under Recruitment
Click on the “Client” tab
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”
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”
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”
Customize the Application Complete Settings section:
Customize the message that will display to applicants once they complete the application
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.