Candidate Details
Full legal name, preferred name, contact phone and email, and current location; verify against ID for identity-sensitive roles.
Using a consistent form ensures interviewers have the same baseline information, reduces scheduling friction, documents accommodations for compliance purposes, and preserves an audit trail for hiring decisions.
The Interview Preparation Form is used by internal hiring staff, external recruiters, and candidates to coordinate interviews and record required details before the meeting.
Assign ownership of form completion and storage to HR or the hiring manager to maintain consistency and compliance.
Full legal name, preferred name, contact phone and email, and current location; verify against ID for identity-sensitive roles.
Job title, department, job requisition number, hiring manager name, and primary responsibilities to focus interviewer preparation.
Date, start and end times, estimated duration, interview type (phone, video, onsite) and platform or room details.
Scoring rubric or competencies to be assessed, weighting of criteria, and fields for interviewer notes and final recommendation.
Fields to request reasonable accommodations under ADA; document the agreed accommodation and any follow-up actions required.
Resume, portfolio, assessment instructions, confidentiality agreements, and any forms to sign before or after the interview.
| Field | Configuration |
|---|---|
| Signature Field | Required | eSignature capture with timestamp |
| Conditional Question | Show accommodation fields only when requested |
| Reminder Cadence | Send reminders at 72 and 24 hours before interview |
| Authentication | Email link or SMS code for signer validation |
Choose platforms that support secure eSubmission, standard file formats, and your integration requirements.
Request confirmation within 72 hours of sending the form
Schedule interviews at least 3–7 business days out when possible
Ask candidates to request accommodations at least 48 hours in advance
Receive required documents 24–48 hours before interviews
Ensure the form is reviewed and saved immediately after completion
Form issued to candidate with instructions and deadline.
Candidate submits form and any attachments; system records timestamp.
Interview occurs and interviewer enters evaluation notes.
Finalized form and notes stored per retention policy.
Optica standardized pre-interview packets across teams to reduce scheduling friction and errors.
A small real estate firm moved forms online to cut in-person steps and ensure timeliness.
| signNow | DocuSign | Adobe Sign | PandaDoc | HelloSign | |
|---|---|---|---|---|---|
| Starting Price | $8/user/mo | $15/user/mo | $14/user/mo | $19/user/mo | $15/user/mo |
| Free Trial | 7-day free trial | Check vendor terms | Check vendor terms | Check vendor terms | Check vendor terms |
| Bulk Send | Yes (premium plan) | Varies by plan | Varies by plan | Varies by plan | Varies by plan |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes (BAA) | Yes (BAA) | Yes (BAA) | No | No |
| Envelope Cap | No cap | 100 envelopes/user/year | Varies by plan | Varies by plan | Varies by plan |
The hiring manager typically reviews and signs to confirm interview content, interviewer assignments, and final evaluation decisions; they are responsible for confirming accommodations and storing the completed form in the candidate file.
Human resources or the recruiter commonly issues the form, collects candidate signatures, and handles retention and compliance; HR typically enforces authentication and storage policies for the completed record.