Overview
In Evolve Recruitment Marketing (RM), the Questions section in Apply Settings configures a pool of questions used in Apply Workflows.
Audience
Company Admins
Navigation
Within Evolve RM, navigate to Apply, then click Questions.
The list of questions can be filtered by question text or ID. The questions can be sorted (ascending or descending) by:
- Date Updated
- Date Created
- Question ID
- Language
There is a concept of standard and language-aware questions, both of which can be easily filtered on the list page to identify the desired question(s):
- All
- Has Language
- No Language
Additionally, the search bar can filter question names that start with characters/numbers entered by the user.
NOTE: You cannot search on partial question names; logic is "starts with" not "contains".
You can add a new question to the pool, edit a question, or delete an existing question.
Add a Question
Navigate to Questions, then click + Question.
Configure the question by filling out the following fields:
-
Language Aware – Toggle this option to enable/disable language support for a question.
- When Language Awareness is ON, the question can support multiple languages.
- The language awareness property cannot be edited once a question has been created. The workaround is to create a new question with the updated language awareness property.
-
Prevent Sync Updates/Removal – This option determines if the question can be updated or removed on an ATS question sync.
- ON – Enable this toggle to keep the question unchanged when your ATS syncs the questions over to Evolve RM. Typically, any manually created question should be set to ON.
- OFF — A question with this setting disabled will be removed or re-synced with the next sync of the questions from the ATS.
- Question ID—Enter the Question ID. The Question ID is case-sensitive. Please remember to keep the case consistent when creating Question IDs for multiple locales. NOTE: Use the exact case for the Question ID when configuring Custom fields in Source & CRM.
- Question - Add the question.
-
Show on Candidate Profile – This option controls showing the candidate's answer to this question on the Overview and Profiles tabs of the candidate's profile. This setting will be applied to profiles going forward. Therefore, the display on existing profiles will not be affected. NOTE: This setting does not control showing the question and answer on the profile's Other Fields tab.
- ON - The question and the answer will be shown on the Overview and Profiles tabs of the candidate's profile.
- OFF - The question and the answer will not be shown on the Overview and Profiles tabs of the candidate's profile.
-
Type - Select the question type.
- Yes/No (can be used for Consent questions).
- Date Short Answer (limit of 255 characters).
- Long Answer (limit of 8000 characters).
- Multiple Choice / Single Answer.
- Multiple Choice / Multiple Answer.
- Multiple Choice / Single Answer (Centralized List).
- Multiple Choice / Multiple Answer (Centralized List).
Depending on the question type, additional fields may need to be configured.
Click Save. The saved question is added to the pool of questions.
NOTE: Click Cancel to discard your changes.
Question Type Settings and Configuration Options
Yes/No Type
There are no additional configuration options.
Date Type
Additional Configuration:
- Default date to Now - Turn this ON to default the answer to today's date.
- Read-Only Answer - When the default date is set to today, the field can be read-only to pass today's date to the ATS (e.g., to comply with OFCCP requirements).
- Minimum Date – This is a validation rule where all the values ending before the Minimum Date won't be selectable.
- Maximum Date - This is a validation rule where all the values starting after the Maximum Date won't be selectable.
Short Answer
Answers can be a maximum of 255 characters.
Additional Configuration:
- Default value - Use this field as a non-editable field to pass the candidate's name and email to your ATS to comply with the OFCCP self-identification requirements. You can also type a part of the answer the candidate must complete.
- Merge Field - Insert the candidate's First Name, Last Name, and Email into the default answer value.
- Regex - Define a regular expression for the answer. The answer will be compared to the regex, and if it doesn’t match, it will display the validation message and prevent the candidate from proceeding to the workflow step.
- Validation message - If a regex is being used, the validation message will display when the answer does not match the regex pattern.
- Read-Only Answer - Use this switch with the Default Value and Merge Field fields to pass the candidate's name and email to your ATS to comply with the OFCCP self-identification requirements.
Long Answer
Answers can be a maximum of 8000 characters.
There are no additional configuration options.
Multiple Choice / Single Answer
Additional Configuration:
-
Answer Display Type - Controls how the answers are shown to candidates.
- Show Dropdown - Default. Shows the candidate a single-select dropdown list.
- Show Checkbox - Shows the candidate the list of answers with radio buttons.
- Show Typeahead - Shows the candidate a dropdown list of answers with a typeahead area. Candidates can type to show partially matching results.
-
Answers
- ID - Enter the answer ID.
- Content - Enter the answer that will be shown to candidates.
- Add new answer - Click to add another answer section with ID and Content fields.
If you need to delete an answer section, click Delete in that section
NOTE: This is the optional question type for the consent question type. This allows the configuration of a positive (I agree to receive texts) or negative (I do not wish to receive texts).
Multiple Choice / Multiple Answer
Additional Configuration:
-
Answer Display Type - Controls the way the answers are shown to candidates.
- Show Checkbox - Shows the candidate the list of answers with checkboxes. You can select 0 or more answers (at least one if the question is required).
- Show Typeahead - Shows the candidate a dropdown list of answers with a typeahead area. Candidates can type to show partially matching results. Any selected answers are added to a selected “pillbox”. Additional answers can be found and added. Selected answers are also shown as highlighted in the typehead dropdown. If an option is no longer needed, the user can click on an x to remove it from the selected list.
-
Answers
- ID - Enter the answer ID.
- Content - Enter the answer that will be shown to candidates.
- Add new Answer - Click to add another answer section with ID and Content fields.
If you need to delete an answer section, click Delete in that section.
Multiple Choice / Single Answer (Centralized List)
Additional Configuration:
-
Answer Display Type – This controls how the answers are shown to candidates.
- Show Dropdown - Default. Shows the candidate a single-select dropdown list.
- Show Checkbox - Shows the candidate the list of answers with radio buttons.
- Show Typeahead - Shows the candidate a dropdown list of answers with a typeahead area. Candidates can type to show partially matching results.
-
Answer List
- Required
- Choose from a previously configured list in the Centralized List.
- After choosing a list, the top ten items are previewed to help you know you selected the correct list.
-
Edit this List
- It will direct you to view or edit the specific selected Centralized List.
Multiple Choice / Multiple Answer (Centralized List)
Additional Configuration:
-
Answer Display Type – This controls how the answers are shown to candidates.
- Show Checkbox - Shows the candidate the list of answers with checkboxes. Users can select 0 or more answers (at least one if the question is required).
- Show Typeahead - Shows the candidate a dropdown list of answers with a typeahead area. Candidates can type to show partially matching results. Any selected answers are added to a selected “pillbox”. Additional answers can be found and added. Selected answers are also shown as highlighted in the typehead dropdown. If an option is no longer needed, click the x icon to remove it from the selected list.
-
Answer List
- Required
- Choose from a previously configured list in the Centralized List.
- After choosing a list, the top 10 items are previewed to help you know you selected the correct list.
-
Edit this List
- It will direct you to view or edit the specific selected Centralized List.
Edit Apply Question
Apply questions can be edited at any time. The questions used by a workflow will be updated in Apply immediately.
Select a Question record on the list page.
Update the question.
Click Save.
Delete Apply Question
Apply questions used by a workflow cannot be deleted.
Click delete.
If a workflow uses that question, a message is displayed that the question cannot be deleted.
If a workflow does not use the question, it is deleted from the pool of questions.
Language Questions
Questions can become challenging to manage when more than three to five translations are associated with a Question ID. It is best practice to utilize the search function on the Question list page. Remember to use the same Question ID for questions that should be grouped.
Select the Has Language filter.
Enter the Question ID with multiple translations into the search bar, and the list will display only the questions associated with that identifier.