✏️ Introduction
Agency questionnaires are pre-screen questionnaires that agency users can complete on behalf of candidates. They're added to the application flow like any other questionnaire, with the option to specify which candidate types (internal, external, or both) should receive them. You can also choose to include agencies.
The same questionnaire can be used for both agencies and candidates. Alternatively, candidates can be excluded so only agency users receive it.
The rest of the application remains unchanged - fields like CV and date gap must still be completed by the agency user if required.
➕ How To Add Agency Specific Questionnaires To A Job
To get started, If you need to include an agency-specific pre-screening questionnaire in a job post, you can add it via the 🖱️ Application Flow.
To get started, navigate to the Jobs menu > Jobs List > followed by selecting the relevant job you would like to edit from the list:
Scroll down to "Application Flow" and click on "Expand/collapse options":
If you need further information about how to create a Pre-Screening questionnaire, 🖱️please see our further guidance here.
To get started, click "Questionnaires".
Once on the "Questionnaire Type" pop-out, select the "Questionnaire" drop down list.
Select "Pre-screen questionnaire" from the drop-down list.
Once you are happy with your selection, click "Add":
Now, go back to "Questionnaires" within your Application Flow and click the "Agency" check box.
Once you are happy with your edits within the Job Create process either click "Next" to continue making edits or "finish/save and continue later" at the bottom of the page:
↪️ Sending A Diversity Questionnaire To A Candidate (When An Agency Applies On Their Behalf)
If your recruitment process includes a diversity questionnaire, please note that agencies completing applications on behalf of candidates will not have access to complete the questionnaire. To ensure the candidate can respond directly, you'll need to send it to them manually.
➡️ How To Send A Questionnaire
To get started, go to the relevant job in the system, locate and highlight the candidate you want to send the questionnaire to, and click the options menu (cog icon) (1).
From the dropdown list, go to “Other Options” (2) > “Send Questionnaire” (3).
A pop-up will appear allowing you to select the relevant questionnaire from a dropdown menu.
Once selected, click “Add Questionnaire and Send Email” to send it directly to the candidate.
For further guidance on creating questionnaires, 🖱️ please see this page here.
This ensures that the diversity data is collected securely and directly from the candidate, maintaining compliance and data integrity.