Instead of manually sending out questions after each step, you can attach questionnaires directly to stages in your job workflow.
Once a candidate reaches that stage, Recruitera sends the form automatically — no extra clicks, no reminders needed.
Why Automate Questionnaires?
When questionnaires are automated, they work silently in the background while you focus on decision-making.
Here’s what that means for your team:
✅ Candidates get the right form at the right time
✅ Recruiters stay consistent across all jobs — no one forgets to send a form.
✅ Managers review responses in one place — right inside the candidate profile.
How to Attach a Questionnaire to a Job Stage
Here’s how you can do it:
Go to the Job you want to edit.
From your dashboard, open the job.
Click Edit Job → head to the Workflow step.
2. Choose the stage where you want to add the questionnaire.
For example: “Phone Screen,” “Technical Test,” or “HR Interview.”
3. Click the +Add Action.
You’ll see available automated actions.
Choose Questionnaire.
4. Select or Create a Questionnaire.
Pick one from your saved templates, or
Click Create New to build a new form on the spot.
5. Set Form Details.
Add a Form Category (like “Culture Fit” or “Availability Check”).
Include your questions (short answer, multiple choice, yes/no, or salary range).
Mark any question as Required if it’s critical.
6. Save Changes.
Once you save, that questionnaire is now tied to the stage.
Whenever a candidate reaches that stage, they’ll automatically receive it.
💬 Example:
When a candidate moves to the “Technical Interview” stage, Recruitera automatically sends them your “Tech Skills Assessment” questionnaire — no manual emails required.
How Candidates See It
When the questionnaire is triggered, candidates receive:
An email with a link to fill it out.
A short message explaining why the form is needed.
Once completed, their answers appear directly in their Candidate Profile under the Questionnaires tab.
💡 This keeps communication structured and transparent — for both sides.
Review Responses Effortlessly
Once candidates submit their responses:
Go to the candidate’s profile.
Open the Questionnaire tab.
Review all their answers in one place.
Add notes or discuss with your team directly from the same screen.
✅ No spreadsheets, no manual tracking — everything is stored inside Recruitera.
Best Practices for Automated Questionnaires
💡 To make the most of this feature:
Keep forms under 10 questions — concise and relevant.
Tailor questionnaires per stage (e.g., Screening vs Technical).
Combine them with Knockout Questions to auto-disqualify unqualified candidates.
Reuse templates across jobs to save time.
✅ Why It Matters
Automating questionnaires helps you:
Save time and reduce manual follow-ups.
Standardize screening across jobs.
Get structured insights that are easy to compare.
Deliver a smooth, professional candidate experience.
That’s it!
You’ve now learned how to attach questionnaires to job stages automatically in Recruitera — so your process runs smoother, your team stays consistent, and your candidates always know what’s next.