The Forms menu
You can create application forms using Teamdash Forms to easily gather candidates for your Teamdash projects. You can create and manage application forms under the Forms menu.
As the forms can be used with Teamdash landing pages or via iFrame on any other website, the Teamdash Form is the link between your public job ad and your Teamdash project.
Create a Form
The Builder and Preview
The Edit Form view is in two columns. On the left side, you have the Builder where you can create and edit all the fields for your application form. On the right side, you have the Preview to see how the Application Form will look to the candidates.
The Builder column starts with two important fields: Title and Candidate Target Stage.
Title
internal name in Teamdash
could refer to the general purpose of the Form, e.g an automatic form called "Basic Application Form / ENG".
could refer to the specific project with name and time references.
Candidate Target Stage
default option "Automatic - inherit from landing". Read here about the Automatic Form type.
a specific project/stage - the Candidate Target Stage offers a drop-down list of all your active projects with their stages. This is legacy option to link one Form with one specific target project.
Fields
All fields in the Preview are set in the Builder column.
For each field, you can choose:
Type. It can be a variety of types:
Label - it is the field name that is visible to applicants.
Candidate profile target field - it will determine if and where should the submitted information be added to the Candidate Profile in Teamdash.
For example, you can ask an additional question and set the answer to be visible under the Comments tab on the Profile:
Rules - if the answer is required or not.
Add and Arrange new Fields
You can always customize and add more fields to your application form.
Click the +Add Field button below your existing fields to create a new label.
Name and customize the new Field.
Click, hold, and drag to re-arrange the order of the fields.
Styling
After the field blocks, you can see design options for your application form in the Builder column. You can change the button text, and set colors by adding the color HEX code you wish to use.
When you create a form for your landing pages, we recommend to switch on "Use landing page theme". This guarantees that the form design and colors will adopt to your landing page settings.
After creating a Form to match your organization, you can save it as a template as well.
Forms and GDPR
It's easy to be GDPR compliant while using Teamdash application forms.
Static Text field
The form must include a reference to your privacy notice for recruitment processes. The privacy notice must be informative.
Add a notice to the label text and add a the public link via the Link icon into your label text.
Checkbox Numeric - Months of GDPR consent
With Teamdash Forms, you can ask the applicants for a longer data processing consent with the application.
by default, the data processing consent is valid until the project end after submission.
if a candidate consents to a longer data processing agreement, the profile remains a valid GDPR consent until specific date.
the Forms settings must comply with your organizations privacy notice.
The Submissions table
Under the Forms menu, you can see a column Submissions where Teamdash gathers all the submitted data. You can click on the number.
If you have a project target stage set, the profiles will be added to the project too. If you have candidate target fields set for applicant answers, they will become visible on the profile too. But the Submissions table will always be your plan B.
The pink line of code can be used to embed the Form to your website.
Frequently asked questions
I added a new field to my forms. Where will the answers go?
All answers are by default saved in the Submissions table under the Forms menu. In addition, all Form fields have a “Candidate Profile Target Field”. This will determine where on the candidate profile will the sent answers be visible. It may appear as a colourful tag or text in the Comments tab. The possibilities depend on the field Type.
I cloned a form and added it to a new landing page but I can’t see any candidates.
The cloned project doesn't have the Candidate Target Stage set by default. You need to update, where you wish to send new applicants via the cloned form.
Would you still be able to apply if I mark a project as finished?
Yes, the project status doesn't change the status of your job ads or forms. You would need to make sure the job ads aren't actively up and running. You can quickly navigate to the Job Ads menu and unpublish or archive the job ad.