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Client Application Form Settings
Updated over a month ago
  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.


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