Forms and Form Sets

Collect what you need from candidates in a set structure.

• Use a ready-made template or build your own, in sections of questions.

• Join several forms into a Form Set for a multi-step application.

• Send forms at a set stage of your pipeline. See Pipeline stages.

Where a form can be used

Under Used in, tick Apply, Staffing or CRM. A form used in CRM can be published as a web form. Changing a form needs manage access to every app it's used in.

Turn on Active so the form can be chosen in its apps.

Forms are shared across Pair: every app's forms are also listed in Documents › Forms.

Saving answers to the staff profile

Open a question and choose its Worker profile field, such as Date of birth or Address line 1. When the candidate is hired, their answer fills that field on their profile. Choose Not saved to the profile for questions you only need during hiring.

See how many fields are covered in Field mapping.

Updated 2026-10-24