Questionnaires help you collect structured data from candidates at key points in your hiring process — like availability, salary expectations, or technical skills.
Once you set it up, Recruitera automatically sends the questionnaire when a candidate reaches that stage.
Go to Your Workflow Settings
From your dashboard: Jobs → Select a Job → Edit → Workflow tab
Find the stage where you want to add a questionnaire (for example, Phone Screen or Technical Assessment).
Add a Questionnaire Action
Click the ➕ Add Automation icon beside the stage.
Select Questionnaire.
Then fill in the details:
Form Category: Name your form (e.g., “Technical Skills Test”).
Add Questions: Choose from these types:
💡 Mark questions as Required if candidates must answer before submission.
Save and Attach
Click Save when you’re done.
The questionnaire will automatically be sent when a candidate reaches that stage.
You can later view their answers directly inside their Candidate Profile under the Questionnaires tab.
💬 Example: At the Phone Screen stage, send a questionnaire asking about their earliest start date, expected salary, and preferred work location.
✅ That’s it!
Your questionnaire automation is now active — so you can collect the right info at the right time, without manual follow-ups.


