Candidate Details
Collect full legal name, contact information, and mailing address for reliable identification and correspondence.
Standardized pre-screen questionnaires improve fairness, speed, and recordkeeping for hiring. They help document consistent selection criteria, reduce repetitive questions in interviews, and create a reliable record for compliance and auditing while minimizing administrative overhead.
Employers and HR teams use the questionnaire to filter candidates and document baseline qualifications before scheduling interviews.
External candidates complete the form; hiring managers and recruiters review responses to decide next steps.
| Field | Configuration |
|---|---|
| Routing | Sequential approvals by recruiter, hiring manager |
| Authentication | Email link or SMS code verification |
| Reminders | Automated reminders at 48 and 72 hours |
| Storage | Save to secured HR folder or ATS |
Ensure storage complies with your retention policy and includes an auditable trail for each completed questionnaire.
Collect full legal name, contact information, and mailing address for reliable identification and correspondence.
Ask brief, role-specific questions about years of experience, certifications, and key skills to pre-qualify candidates.
Include employment authorization and any role-specific clearance or certification requirements to avoid later disqualification.
Provide explicit consent for background or reference checks and state how data will be used and retained.
Use conditional fields to skip irrelevant questions and streamline candidate experience while ensuring required disclosures are shown.
Include a dated signature or electronic consent confirmation that records intent and supports auditability.
Generate a flattened, timestamped PDF for the candidate record and HR file with an embedded audit trail.
Export answer data in CSV for ATS import or bulk reporting across requisitions and job codes.
Save templates for role families to ensure consistent screening across similar positions and locations.
Store signer IP, timestamps, and action history alongside the completed form for compliance.
Optica uses an easy interface for candidate intake and screening
Martin Properties processes documents online for leasing and hiring tasks
Request completion within 3–5 business days
Expect 1–7 business days depending on scope
Keep applicant records at least one year per EEOC guidance
Retain I-9s 3 years after hire or 1 year after termination (8 CFR §274a.2)
Ensure signed consents are dated and retained with the record
| 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 | Varies | Varies | Varies | Varies |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
| Envelope Cap | No cap | 100 envelopes/user/year | Varies | Varies | Varies |