Custom Candidate Forms

Summary
Use customizable candidate forms to collect additional information—like on-site accommodations or NDAs—during the scheduling process. Forms can be added to all interviews in a round or to individual scheduling requests, and candidates complete them directly within their self-scheduling flow.

Feature Overview

• Create and edit reusable candidate forms with custom fields.

• Embed a form in any scheduling request or interview round.

• Candidates complete forms as part of the self-scheduling process.

• Form submissions appear directly in the scheduling request view.

Prerequisites

• Admin or Editor permissions to edit templates.

• Access to Templates → Forms in candidate.fyi

• The candidate must use the self-scheduling or availability entry flow.

Before you start (UI path)

• Go to: Templates → Forms

Steps

1. In Templates → Forms, click Create Form to start a new candidate form.

2. Add fields from the left-hand panel (e.g., checkbox, dropdown, short or long text).

3. See the Preview to see how the form appears to candidates.

4. Click Save when your form is ready.

5. To use the form in a round: go to Rounds → [Select Round] → Edit, then choose the form under Candidate Form under Candidate Selections.

6. To use it for a single scheduling request: go to Scheduling → [Request] → Edit, open Candidate Selections, and select your form.

7. Click Save.

8. Open the candidate’s self-scheduling link to verify the form appears after time selection.

9. After submission, return to the scheduling request to view the candidate’s form response under Candidate Form Submission.

Tips & best practices

• Use descriptive form names (e.g., “On-Site Accommodations”) for easy selection.

• Keep forms short—only ask for essential information.

Notes & limitations

• Form visibility depends on where it’s applied (round vs. single request).

• Candidates must complete the form before confirming their schedule.

• Currently, one form can be attached per scheduling request.