Forms Creator

TAM features a Forms Creator tool which allows you to create simple forms which can be used to gather additional information from other TAM users or from applicants. These forms can be used for gathering interview feedback from other employees, gathering additional information from applicants after their initial application, onboarding forms, etc.

To create a form go to Admin -> Forms. (Typically only TAM users with Administrator access can do this).

  1. You can create as many forms as you like, the load them here whenever you need to make edits.
  2. Save a new form by typing the name here and hitting Save.
  3. The form can include any Header statement you like. This header would typically cover instructions on how to create the form as well as any other information you wish to include. You may use the text editor to format the Header any way you like. You can also use any of TAM's email tokens in the Header.
  4. Enter any question you'd like to ask the TAM user or applicant here. Questions, by default, are open-ended, meaning the recipient will type any text answer they like.
  5. You can also create a drop-down box, which will give the recipient a list of answers to choose from. They will only be allowed one choice.
  6. Or, you can create a check-list, where the recipient can check off as many answers as they wish.
  7. To use a question on the form you must check the Use box (leaving the Use box un-checked allows you to keep the question here for future use, but it will not appear on the form). Check the Required box if the recipient is required to answer the question.
  8. You can also ask the recipient to include specified attachments.
  9. The form can include a Footer statement.

 

Here is an example of a form which might be sent to other TAM users to solicit their feedback after interviewing an applicant for an Executive Assistant position. Notice that this form uses a combination of open-ended questions as well as drop-down and check-box questions. You'll see that this form includes a combination of open-ended questions, drop-down selectors, and checkboxes.

 

All forms are connected to an applicant's record. To email a form to any TAM users or an applicant, click on the first Forms icon on the applicant's page. To complete a form directly on the applicant's page click on the second Forms icon.

forms_9.png

 

In the first case you will then be directed to the Email page.

  1. First, select the correct form to send. If you select a form which has already been used for the existing applicant TAM will alert you.
  2. You would normally create an email template to use in sending out your forms, and the template can be loaded here.
  3. Select the recipient(s) of the form. (Note: as a safety feature, TAM will not allow you to send a form to the applicant and to TAM users at the same time). To add TAM users you can use the "Add To:" link, select the users from the dropdown list, then click the Add button. Forms can only be sent to TAM users; you cannot type other email addresses into the To: box.
  4. Once you have the email crafted the way you like just click the Send button.

 

Each recipient will receive an email with a link to the form to be completed. Here is how the form we created above will look.

 

As each user (or applicant) completes the form you will receive an email notice with a link to the applicant's page. The form will be displayed as it has been completed so far, with an audit trial included at the bottom of the form.

Example of this form after two users have completed it:

 

 

As you can see the responses for each interviewer are displayed after the question along with a notation as to which interviewer supplied the answer. In addition there is an audit trail at the bottom of the page which shows the status of each interviewer responses.

 

Here is an example where a form was created to gather additional information from an applicant for a HR position. This form could be sent out to applicants who pass the first screening step and would then be used to gather additional information as well as work samples. Any attachments requested on forms will be attached to the applicant's record.