TABLE OF CONTENTS

Upon creating the internal forms, you can map them to your global or job-level hiring plan. 


This article helps you understand:

  1. How to map an internal form to a hiring plan (both global or job level)?

  2. What are the various configuration settings available for internal forms?

  3. Who can access the internal forms?


Adding Internal Forms to a Global Hiring Plan


  1. Navigate to the Global Hiring Plan from Settings > Job Setup > Hiring Plan.

  2. Select any of the hiring plans and from its details page, click on + Round to add a new round.

  3. Choose the round type as Internal Forms in the following pop-up and create the round by adding a name. Click on Create upon completing the process.

  4. You can also copy the round configuration from an existing job. Click on the drop-down provided for Copy from the existing job.

  5. Click on Create to complete the process.

  6. From the stages, click on Configure provided against the internal form round.

  7. In the following screen, you can add users who can access the form. You can choose from the drop-down menu. The list will have only the users added to Skillate.

  8. Also, toggle the button ON to enable automated alerts to employees regarding completing the internal form round.

  9. You can also select a configured form and map to the hiring plan from the drop-down list.

  10. Click on Save to create internal forms and map to the hiring plan.

  11. The Email Template allows configuring the email content that will be sent upon form submission.

  12. You can enter the email subject and body. 
    The placeholder {{form_link}} will be added to the email body by default. It is essential to generate the form link on the email triggered to the selected users.

  13. Click on Save Changes upon completing the email content.

  14. The Notification tab allows adding users who should be notified upon the form submission.

  15. Click on Add upon selecting the list of recipients.


You have successfully configured internal forms to the global hiring plan.


Adding Internal Forms to a Job Hiring Plan


For adding internal forms to the job hiring plan, follow these steps:

  1. From the respective job’s about page, navigate to the hiring plan.

  2. Click on + Round to add a new round.

  3. Choose the round type as Internal Forms in the following pop-up and create the round by adding a name.

  4. You can also copy the round configuration from an existing job. Click on the drop-down provided for Copy from existing job.

  5. Click on Create to complete the process. 

  6. From the stages, click on Configure provided against the internal form round.

  7. In the following screen, you can add users who can access the form. Only the users who are added to Skillate will be listed on the drop-down for the internal form.

  8. Also, toggle the button ON for opting for sending an alert to employees regarding the internal form upon completion of the round.

  9. You can also select a configured form and map to the hiring plan from the drop-down list.

  10. Click on Save to complete creating internal forms and map to the hiring plan.

  11. The Email Template allows configuring the email content configured which will be triggered for submitting the form.
  12. You can enter the email subject and body. 
    The placeholder {{form_link}} will be added to the email body by default. It is essential to generate the form link on the email triggered to the selected users.
  13. Click on Save Changes upon completing the email content.
  14. The Notification tab allows adding users who should be notified upon submission of the internal form.
  15. Click on Add upon selecting the list of recipients.

You have successfully configured internal forms to the job hiring plan.


Learn more about configuring internal form here.