Questionnaires are forms sent to a candidate when they reach a stage in your pipeline — for example to collect availability or pre-screening answers. You build them in the same editor as screening and evaluation forms. This requires a role with permission to manage templates & workflows (typically Admins), and the questionnaires feature on your plan.
Before you start
Required role: a role with the Manage templates & workflows permission (typically Admins); questionnaires feature enabled
Where to find it: Settings → Templates → Questionnaires
How to create a questionnaire
Open Settings → Templates → Questionnaires and click + New template.
Name it and add questions, choosing a type for each and toggling Required where needed.
Group questions into sections, reorder with the handle, and duplicate or delete with the row icons.
Save the questionnaire.
💡 You send a questionnaire automatically by adding a "Send questionnaire" automation to a pipeline stage.
Frequently asked questions
How is a questionnaire sent to candidates?
Attach it to a pipeline stage's automation (Send questionnaire), or send it from a candidate's profile. When the candidate reaches that stage, they receive the form.