With Surveys you can create your own forms with questions and then send them to candidates through triggers. Once people have answered, users can see anonymised results and statistics based on the answers.

💡 This will make it easy for you to create your own EEO reporting to ensure having a diverse set of candidates and employees.

How it works

Start by enabling Surveys under your Add-on features:

Creating a survey

Once activated, a new tab will appear in the top menu:

Once you click it, you will come to the Surveys page, where you'll be prompted to create your first survey. You will get to choose between two options:

  • Create a brand new survey

  • Use one of our templates

Once you've made your choice you can start customising your survey with a title, description and text to put on the "Thank you" page for when the candidate is done with the survey:

The form builder allows you to use single choice questions, with an option to add an "Other" field to your list of alternatives:

Once you're done and press save, your survey will appear in the Surveys tab:

Sending a survey

Surveys can be sent in three ways, in job application forms, triggers and using the bulk action.


To add a survey trigger to a stage, choose the Send survey option in the trigger list.

When a candidate is then moved to the stage with the Survey trigger in it, a universally unique ID will be generated for them and used in the link to the survey, to ensure that no one else can answer it.


To send a survey simultaneously to several candidates, click Bulk, select the candidates and choose ... -> Send survey.

Application form*

To add a survey to the end of a job application, ie. to have the applicant fill it in after submitting their application, go to a job's editor and choose the survey of your choice under Application -> Survey.

*the survey is automatically displayed in the same after browser tab immediately after the candidate submits the application.

Answering the survey

When you trigger a survey as an email (via trigger or bulk), the candidate will receive an email with a request to fill out Survey. This email will look something like this:

...and gets to a page where they can select their answers:

If they select "Other" for a question, a textbox will automatically appear to let them type in their answer:

Once answered, we show the customised "thank you" text you've chosen in the survey's settings:

Viewing the results

Going back to the Surveys page, you can see how many people have been sent the survey and how many have responded so far:

You can also see the statistics for every question:

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