For users who want to include more customized questions on their Loxo Job Applications (without using our Open API), this is for you! The application form on your Loxo Careers Page already asks for a name, email address, and phone number, and the "Upload File" button allows candidates to upload more than one file to their application (such as a resume and a cover letter). Adding a custom form to your job or Careers Page means you can create a standardized list of additional questions to ensure you collect the most helpful data points across all of your applicants. Furthermore, these forms can be customized to collect compliance-related data, such as ethnicity, veteran status, or right-to-work information, to ensure adherence to organizational and legal standards.
This article explains how to create a set of custom job application questions and add them to a specific job.
Create a Set of Customized Job Application Questions
You can use forms in Loxo to create a customized list of questions for job applications. These can be unique to each job or set up to be standard across all applicants to any of your open roles. Specific use cases include collecting demographic data for compliance purposes or aligning the application process with organizational standards.
Forms can be created by all Loxo users - you do not need to have admin access to create a form template. Continue reading below to get started.
Navigate to Settings > Forms.
Click "+ Add" in the upper right corner to start building a new Form Template.
Name the Form Template something that will be easily identifiable, for both you and your candidates. Keep in mind that the title you enter here will show up on the recipient's end if you add a Form Link Tag to an email.
Choose the new question type, then click the blue + button to configure the question.
Text questions allow the person to enter a short free-text answer.
Paragraph questions allow the person to enter a longer free-text answer.
Single Choice questions allow the person to select one option from a list of choices that you'll set up.
Multiple Choice questions allow the person to select multiple options from a list of choices that you'll set up.
Record Field questions allow you to choose a field on the person's profile that will be automatically updated by their form submission. This includes some built-in fields and your custom fields.
Date questions present the person with a date picker.
Number questions require the person to answer with numbers only.
Use the pencil icon to update the question text (how the question will be presented to those filling out the form), and click the "Add Option" button (when applicable) to build your list of possible answer choices.
Check the box next to "Required?" to make this a mandatory question on the form. With this selection, the form cannot be submitted unless this question has an answer.
Build out the full list of questions that you want to include on your job applications.
Click the "Save" button at the bottom when you're finished.
Add Custom Questions to a Job
If you are an admin on your Loxo account and wish to apply a custom set of questions to all of the job listings on your Careers Page, you can add custom questions directly to the Careers Page instead of linking the form to each individual job. Additionally, compliance settings such as EEOC questions can be enabled or disabled under Settings > Compliance to refine data collection standards.
There might also be cases where a role requires a more unique set of questions. Continue reading below to add a custom set of questions to the application process for an individual job.
First, you'll need to have already created a Form Template with the specific set of questions that you want to include on the application, per the above instructions.
Go to the Job Pipeline you'd like to add custom questions to.
Click "Manage" button near the top right of the page.
Scroll to the "Customize Workflow" section, where the Job Board Publishing settings are displayed. Click on the blue + button to enable this setting. Note: the job has to be published to be listed on your Loxo Careers Page and to include custom questions on the application.
Use the "Custom Questions" field to select the Form Template that includes the questions you want to be added to the job's application.
Click the "Save" button in the top right corner to post your job with your custom job application questions.
Your custom job application questions will be included when someone clicks to "Apply for this job" on your Careers Page.
Once a candidate submits an application that includes custom questions, the responses to your custom questions will be included as a form, saved on the candidate's profile under the "Intake" section on the right.