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Adding certificates into forms
Ash avatar
Written by Ash
Updated over 2 years ago

The candidate on-boarding process nearly always includes fields and forms that a candidate needs to complete. You can now have the option of adding certificates to these forms.

First, you will have to have credentials created.

To add a certificate to a form, follow these steps:

  1. Click on Platform Setup under the Configuration menu.

  2. Navigate to Candidate Onboarding Set Up

  3. If you do already have a form created, scroll to the bottom of the page to add a new form and click Let's Go. You will need to provide a title and description for the form. If you already have the form created, you can skip to step 4.

  4. Now, you can add certificates. If you have other custom data fields, you will be able to create them or add them to the form from a drop down list. Your certificates will also be in this list for you to add.

  5. When the candidate fills in the form, they will be able to click on the certificate type, upload their certificate and fill in the required information.

Certificates can be added to a form instead of being mapped to a job type, if for example, it is something required from all candidates coming onto the platform. However, if the certificate is only needed for a particular job type, it is best to not add it to the form but rather to map it to the job type.

This video will demonstrate how this works:


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