When you are ready to create a new discover form, use New on the toolbar. This will allow you to start from scratch and fully configure your form, including the scoring, grading and grade types used.
Hint - Got a similar form that could be the basis of your new one? Click into the existing form and click Duplicate, which will create a new separate version of the form for you to edit, update and repurpose.
Once you click New (or duplicate an existing), the first thing to do is to set the Title and the Description on the form:
- Title - this is an internal only title (so candidates wont see it!) and is used to distinguish the form from others. This will be visible when configuring flows, emailing out forms and when screening candidates. If Hiring Managers have access to the form, they will see & use the title, so ensure that this is clear and concise, eluding to exactly what the form shows & when its used.
- Description - Similar to the title, the description is an internal field and allows you to add further context to the form. This can be a great place for you to outline how and when this form will be used, as well as detail the scoring and grading methods.
Once the initial fields have been set, you can start to configure the rest of the form behaviour based on your title and description:
- Active - Once ticked, the form will be available in flows and if emailing out to candidates / contacts as applicable. Leave this unchecked until you have full configured your form.
- Show to Hiring Managers - This option determines whether the Hiring Manager will have visibility of the form, either to review information provided by the candidate or to complete on their behalf, providing feedback on the applicant. Once ticked, the four following Hiring Manager settings appear.
- Show Grades / Scores / Statistics to Hiring Managers - These options will allow the HM to see the score or grade of the completed form, when reviewing candidates. This can include both the grid view of the portal, as well as within the application dialogue. If Grades is ticked, you can also allow for HMs to manually grade any forms which have been completed.
- Allow Hiring Manager to edit questionnaire - This option will allow the HM to make any changes to responses or complete the form on behalf of the candidate.
Hint - Want to create an Interview Feedback form? Make sure this option is tickets, to make available to the HM to complete.
- Editors - From here, you can select any users who are able to edit this particular form. This can be especially useful if you don't want anyone else to be able to edit or change your form. Leave blank to assign no editors, which will allow any user with access to Forms to be able to update in the future.
- Force Candidates to Log In - This option only applies if you chose to use only Discover Fields, allowing you to control whether the candidate is required to be logged in to complete the form.
Note - If you add any standard fields to the form, candidates will be forced to log in, in order to protect the integrity of any data shared within the form. Discover fields store no data, which is why you have the option to force log in or not. To learn more about Discover Fields, please see here.
Scoring & Grading
Now that the details of the form have been configured, you can now outline how any scoring and grading will need to work. Using the Enable Scoring Option, you can opt out of any scores / grading by selecting No Scoring; otherwise, select Calculated.
Once you have selected Calculated, you then chose how to grade the form:
- Grade by Questionnaire Score - This method allows you to allocate a score / points to each question / response, but using the accumulative total to set the grade. When selecting your grade type using this method, you can indicate the score required for each grade available.
Example - Pub Quiz Style! You may have 10 questions, each correct answer worth 1 point. At the end of the form, the candidate will receive a grade based on the number of points they get.
- Set to Lowest Question Grade - This method focuses on minimum requirements and allows you to easily create knock-out style questions. Simply allocate grades directly to your questions & responses and at the end of the form, the candidate will receive the lowest grade they received from all the questions for the overall form.
Example - If having the right to work in the UK is a show stopper for you, this method will allow you to reject any candidates who don't meet that criteria, even if they score highly on the rest of the questions in the form.
- Grade Manually - This allows you to take control and assign a grade to the form once the candidate has submitted it. This is ideal for when the questions arent quantifiable or measurable & requires that human judgement.
Example - Essay based or free text questions cant be measured using system logic, so if most of your responses require written responses, then Grade Manually maybe best for you.
Once you have settled on your chosen grading method, you can then set the Grade Types you wish to use. as standard, these come as alphabetical, star ratings, traffic lights or simply pass /fail.
Confirm the grade type you wish to use and click Save to confirm. This will create the form and allow you to start adding questions to your form, as well as update these details in the future.
To learn more about adding questions into your form, please see here.