Quick answers

Short answers to the questions people ask most, each linking to the guide it comes from.

How does an applicant become an employee?

For members

Their application becomes a candidate in your pipeline. When you mark them Hired, an employee record is made with everything they gave. See How Apply works.

A CV won't open. What do I do?

For members

Download it or open it in a new tab. See Reviewing applications.

How do I send a form at a stage?

For admins

In Settings › Apply › Pipeline, edit the stage and turn on Send a form or document. See Pipeline stages.

How do I move candidates on automatically?

For admins

With a form or document on the stage, turn on Move them on when it's done and choose the next stage. See Pipeline stages.

How do I remind candidates to finish a form?

For admins

Turn on Remind them if it isn't done on the stage, and set the days between reminders and how many to send. See Pipeline stages.

Which emails go automatically?

For admins

The rejection, acceptance and reminder emails, in Settings › Apply › Emails. See Candidate emails.

Why is a new hire's profile missing details?

For admins

Those fields aren't mapped. Open the form question in Apply › Forms and choose its Worker profile field. See Field mapping.

Can a form be used outside Apply?

For admins

Yes. Under Used in, tick Staffing or CRM too. A CRM form can be published as a web form. See Forms and Form Sets.

Updated 2026-10-24