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Send Automated Questionnaires in Your Workflow

Recruitera automatically sends the questionnaire when a candidate reaches that stage.

Updated over 2 months ago

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:

    • Short Answer

    • Long Answer

    • Multiple Choice

    • Yes/No

    • Salary Range

💡 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.

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