Application Forms

ashby provides a convenient default application form that is pre configured in your site, or you can create customized application forms that can be applied to one or many jobs in this guide, we cover customizing the default application form and creating alternate forms that can be linked to your jobs permissions & access application forms are available on all ashby plans foundations legacy plus plus enterprise ✅ ✅ ✅ ✅ to create and update default or shared application forms, you must have organization admin permissions to update an application form on a job posting, you must be an elevated access user with edit permissions on that job application forms overview application forms are templates that define what candidates fill out when they apply to a job posting ashby gives every organization a default application form, lets admins create additional reusable forms in admin , and lets individual job postings either link to a shared form or unlink and customize their own version the main entities to know entity what it is where it's managed how it's used default application form the org wide starter form that is automatically included on job postings unless changed admin > jobs & applications > application forms acts as the baseline form for postings across the organization shared application form a reusable form template meant to be used across multiple jobs and postings admin > jobs & applications > application forms assigned from a posting via change link custom/job specific application form a posting specific version created when you unlink & edit from a job posting; changes only apply to that posting job > job postings > select posting > application form useful when one posting needs exceptions from the shared or default version application request a way to send an application form to sourced or referred candidates who did not apply normally manual from candidate profile, or admin > jobs & applications > application request automations uses the form associated with the job's default job posting see application requests docid 1ci2dubbnesgdm dw8ww for more info where forms are assigned application forms are assigned on the job posting, not on the job itself to set or change one, navigate to job > job postings > select the posting > application form tab from there, admins (or users with the right access) can click change link to switch the posting to a different shared application form click unlink & edit to create a custom version just for that posting where forms are edited there are two editing locations, depending on the kind of form shared and default forms are created and edited in admin > jobs & applications > application forms custom/job specific forms are edited from the application form tab on the job posting after using unlink & edit if you create a useful custom form at the posting level, you can click promote to shared so it becomes reusable in admin for other jobs and postings what admins should know before setup every job posting starts with the default form unless you swap it out reusable forms are shared; one off forms are custom shared forms are better when you want consistency across jobs custom/unlinked forms have reporting tradeoffs you cannot filter by application form answers on an edited or custom form shared forms are recommended because custom forms are not reportable unless connected via form field connectors form field connectors let you map an application question to a candidate field so submitted answers populate candidate data and can be backfilled to earlier applications learn more at form field connectors docid\ hdnnc9znj8gsr0fjxuyqn private questions are available for some field types; candidates can answer them, but responses are only visible to organization admins and users with the right admin private access on the job edits auto save in the form builder; there is no separate save button in the common admin flow recommended setup approach start by defining your default form in admin for questions most jobs should ask see customize the default application form docid\ ceztj7hpj am6rt0kanri below to learn how create additional shared forms in admin for common variants by team, department, or workflow see create application forms in admin docid\ ceztj7hpj am6rt0kanri below on each job posting, choose the right shared form via change link only use unlink & edit when a posting truly needs a one off variation, as this reduces consistency and reporting flexibility use form field connectors for any application answers you want to reuse in candidate fields, automations, or reporting workflows customize the default application form the default application form can be customized and used as the starting point for all subsequent application forms to customize the default application form navigate to admin > organizational settings > application forms locate the default application form edit the existing questions, or scroll to the bottom of the form to add new ones create application forms in admin (recommended) you can create more application forms for your jobs or teams in admin > organizational settings > application forms to create a reusable application form that can be linked to many jobs navigate to admin > organizational settings > application forms click + new , then give your form a title click add question to add a field select the field type, then input the prompt see available application form field types below for a description of each field type and important notes you can also reorder questions and sections by either clicking and dragging them, or by using the reorder button on the form and determining the question order from there available application form field types short answer — single line of unformatted text linkedin url responses are auto populated on the candidate's profile long unformatted answer — multiple lines of unformatted text phone — only domestic or international phone numbers email — only valid email addresses multiple choice — select a single option checkboxes — select multiple options date — only dates that can be selected via a date picker yes/no — yes, no, or, if not required, no answer number — only allows whole numbers (e g 1) or decimals (e g 1 5) number field type does not allow numbers (such as zipcodes) starting with 0 use short answer for zipcodes or other fields that may have leading zeros resume — upload a single file and set it to the candidate's resume field can only be added once to a form candidate's location — set the candidate's location can only be added once to a form other location — allow another location to be added to the referral url — a clickable link to a website file — upload a single file candidate's education history — see the candidate's education history can only be added once to the form when adding the candidate's education history field to your form, you can specify the information asked for you can opt to include or exclude the school, degree, field of study, start and end date fields as needed check the allow multiple entries checkbox to allow those completing the form to add multiple qualifications you can also set a minimum and maximum number of entries using the min and max fields information added to this field always completes the education section of the candidate's profile question settings required fields all form question types support making fields required to enable, check required at the bottom of the question tile private fields some form question types support private fields these fields are visible to candidates, but their responses are only visible to organization admins and users with elevated access admin private user permissions docid\ i5jhibmkqhyobnnvrl8rk on a job to enable, check the private checkbox at the bottom of the question tile you can link application form answers to custom fields on a candidate's profile learn more in form field connectors docid\ hdnnc9znj8gsr0fjxuyqn faqs is conditional logic supported on the application form questions? not at this time if you're interested, get in touch with support\@ashbyhq com mailto\ support\@ashbyhq com to let us know can i automatically screen candidates based on their application form answers? yes check out auto reject applications docid\ pdgw wrubwyfnzhka9ota for more information what is the file size limit for resumes? 50mb is the maximum file size for resume uploads resumes need to be 16mb or smaller to be processed for full text searches and auto filling application fields can i promote a custom application form and make it into a shared application form that can be used across multiple jobs and job postings? yes when editing a custom application form within a job's job posting, you'll see a promote to shared option click this and confirm the shared application form's title, then click promote to shared you can then access the shared application form within admin > jobs & applications > application forms can i set up a form to add candidates to a project, rather than consider them for a role? check out sourcing forms for more information on creating a form that allows candidates to sign up for your talent pool where can i view completed application forms on the candidate's profile? completed application forms can be accessed in the candidate's feed under the forms tab