Adding Question Categories, Questions and any FAQs

This article covers how to create a question category that is used to categorize the type of question being used within the Recruitment module. This also covers the different types of questions that can be asked for when requisitions are created and candidates.

How to add a new Question Category

1. Navigate to Administration → Recruitment → Question Categories

2. Click onto New Category

3. A New category template will appear

1. Title: Enter the Title for the Question Category
2. Description: Description of the Question Category
3. Type:
   • Screening: Select for screening category (Recruitment workflow)
   • Requisition: Select for requisition category (Requisition workflow)
4. Click Save

4. Once Saved, you then will see a new Question Category appear, with the Title, Description and Type

Managing Existing Question Categories

From the Question Categories library page, company admins can manage existing categories using the icons on the right:

• Edit: Click to modify the category's title, description, or type.
• Copy: Click to duplicate the category.
• Hide: Click to archive the category and remove it from active use.
• Delete: Click to permanently remove the category.

Creating a Question in the Question library

1. Navigate to Administration → Recruitment → Question Library

2. Click New Question

3. A new window will appear

1. Question: Enter the text of the question, and Placeholders can be used within the Question to pre-populate text, such as First name, Last name, Position and Location. Example shown below:
2. Type:
   • Screening: Question being asked to a candidate when applying for a job ad
   • Requisition: Question being asked when creating a requisition
3. Category: Select a created Question category
4. Response Style: Select the response style for the Question, a preview will display for the selected style.
5. Click Save

You will then be able to see the created Question in the library

✔️

Click Actions to Edit or Delete Questions. You can filter the Type of Question by clicking All Types to filter by Screening or Requisition.

Managing Questions

From the Actions drop-down menu for a specific question, you can:

• Edit the question
• Copy the question
• Delete the question

Exporting Question Categories

Company admins can export a list of all recruitment question categories from the system.

1. Log in as a company admin and click the Administration cog (top left).
2. Click the Recruitment tab.
3. Select Question Categories.
4. Click Export to CSV.

This will automatically download a CSV file containing the question categories, including the category title, description, visibility, and whether it is currently enabled.

Importing Question Categories

Company admins can bulk import multiple question categories using a template.

Preparation

1. Log in as a company admin and click the Administration cog (top left).
2. Click the Recruitment tab.
3. Select Question Categories.
4. Click Import.
5. Click Download Import Template to download the required CSV file.

6. Open the template and populate the details for the categories you wish to import.

   📝

   Note: The Title, Visible, Type, and Enabled columns are all mandatory fields and must be populated.

7. Save the completed CSV file.

Uploading the File

1. Back in the system, click Choose File.
2. Select your completed import template.
3. Click Confirm to begin the import.

FAQs

Questions must be added to the Requisition workflow prior to creating the requisition, the steps to add are:

1. Navigate to Administration → Recruitment → Requisition Workflow

2. Click Questions → Add Question

3. Click Add on the Screening question from the list you've created

Make sure to add the Screening Question to the selected Requisition workflow when the requisition is being created, so the question will appear as intended.

Screening Questions need to be added to the Recruitment workflow that has been selected when the requisition was created.

1. Navigate to Administration → Recruitment → Recruitment Workflow → Application

2. Click Add Question

3. Select the Screening question by clicking Add

Screening Questions added to Recruitment workflows with an existing Job ad will instantly appear for new candidates. However, candidates who applied before the question was added will not see it and won't be on the candidate profile

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