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Article

Sending iForms to Be Completed by a Candidate or Employee

Release: 16.3

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Overview

iForms can be used on Career Portals and New Hire Onboarding Portals to collect required information from candidates and new employees, or can be sent directly to candidates, new hires, and employees for completion.

Sending a Single iForm to Be Completed by a Candidate, New Hire, or Employee

  1. Locate the appropriate Person or Recruiting Workflow Profile and select the iForms Tab.
  2. Click the Send iForm button.
  3. Select an iForm and complete the additional fields and options on the Send iForm(s) popup. (This will include selecting the appropriate action from the options described below.)  Then, click Continue.
    • Tip: There are two request options available for users to choose from when sending an iForm.
      • Request Candidate/Employee to complete this iForm will send an email to the candidate/employee requesting that they fill out the iForm themselves.
      • Request 3rd Party to complete this iForm will send an email to someone other than the candidate/employee, asking them to complete the iForm on behalf of the candidate/employee.
  4. Edit the email requesting the iForm be completed, if desired. Click Send to send the email and iForm.
Tips:
  • The email template contains variables that are highlighted in green and will auto-populate once the email is sent. The _FORMURL_ is also a variable and will auto-populate with a link to the iForm.
  • If you wish to disable access to an iForm after sending a request, navigate to the iForms Tab on the relevant Person Profile, click the Manage Requests icon (which may be located within the More button in the upper right), and then click the red delete icon beside the correct iForm. Click Save to finalize your changes. This will remove that person's access to the iForm.
  • If your candidates or employees are being denied access to an iForm and are receiving a "token" error, simply resend the request to complete the given iForm using the steps above.

Creating and Sending a One-Time iForm Packet for a Candidate, New Hire, or Employee

  1. Locate the appropriate Person or Recruiting Workflow Profile and select the iForms Tab.
  2. Click the Send iForm button.
  3. Select a Create a One-Time Packet from the iForm/Packet dropdown, then enter a Packet Display Name.
  4. Use the dropdown list to view available iForms. Click the Available iForms dropdown to add iForms to an iForm packet. Continue to add all iForms necessary.
  5. Follow steps 3 & 4 in the Sending a Single iForm to Be Completed by a Candidate, New Hire, or Employee section above.
Tip: Users can only create iForm packets for one-time use. To create an iForm packet for more than one use, please contact the iCIMS Technical Support.
 

For additional information about iForms, view the following articles: