Build a screening questionnaire

Open Questionnaires from the sidebar. Every questionnaire your company has built sits here as a card, with the number of questions and its version number.

Use the search box to find one by title or description, and the filter chips ALL, Active, Draft, Archived and AI Generated to narrow the list. AI Generated shows only the questionnaires the AI built as follow-up questions for a specific candidate, and each of those cards carries an AI Generated badge. Create Questionnaire at the top right starts a new one.

Each card gives you View to see it as a candidate would, Answers to read the responses that came in, and a menu (the three dots) with Edit, Archive and Delete. Archive only appears on an Active questionnaire.

Create Questionnaire opens a 3-step wizard: Basics, then Questions, then Review. The first step is just a name and a note about the purpose.

• Titlerequired: required, up to 200 characters. Your team sees it in the list, and candidates see it when the questionnaire is attached to a job. Keep it short and specific, like "Frontend Developer Screening".
• Description: optional, up to 1000 characters. A short note about what this questionnaire is for. You can leave it empty.

Click Add Question and the Select Question Type picker opens. There are 12 types, grouped into four categories:

• Text: Short Text for a single line, Long Text for paragraph answers, and Email, Phone and URL for answers that must be a contact detail or a link. All five can show a Placeholder hint inside the empty field.
• Choice: Single Choice for one answer, Multiple Choice for several, Yes/No for a quick fact. Choice questions start with two options; add more with Add Option, and you always keep at least two. A switch can also allow an Other answer with free text.
• Numeric: Number for an exact figure, like years of experience or a salary expectation, and Rating Scale for a self-assessment, 1 to 5 unless you set your own range.
• DateTime: Date and Time, for answers like an earliest start date or a preferred interview slot.

Once a question is in the list, drag it to reorder it. Each row also has Duplicate, Configure and Delete, plus badges that tell you at a glance whether it is Required, Conditional or Scored.

A new question lands at the bottom of the list and opens ready for typing, with its default text selected, so you can write your question straight away. Duplicate makes a copy at the end of the list with (Copy) in the title, which is the fastest way to build a series of similar questions.

Configure expands the question in place and shows up to four tabs across the top. Scoring only appears on the types that can be scored, so most questions show three. Each tab opens with a short blue note explaining what it does, and Validation and Branching Logic carry a small number badge once they hold rules, so you can see at a glance which questions have them.

• Basic Settings: help text, a placeholder, Make this question required, and for choice questions an Allow "Other" option with text input switch and the list of options. Type-specific settings live here too: a Number question gets Min Value, Max Value, Prefix and Suffix, and a Rating Scale gets Min Rating, Max Rating, Min Label and Max Label (for example "Poor" to "Excellent").
• Scoring: whether the question is scored and how many points it is worth. Covered in detail below.
• Validation: rules that the answer must satisfy, each with your own error message. Which rules you get depends on the type: text, email, phone and URL questions offer Minimum Length, Maximum Length and Pattern (Regex), while Number and Rating Scale offer Minimum Value and Maximum Value. Required is available on every type.
• Branching Logic: Show this question when: an earlier question meets a condition. Operators include Equals, Not Equals, Contains, Greater Than, Is Empty and In (one of). Add several conditions and they combine with AND by default, which you can switch to OR.

You do not have to fill every tab. A question works with nothing but its text and type; the other tabs are there when you want to tighten it. Here is a closer look at the other three: Scoring, Validation and Branching Logic.

Scoring, in detail

Open the Scoring tab and switch on This question is scored. Set what the question is worth with Worth: from 0.5 points and up, in half-point steps, starting at 1. Single Choice, Yes/No and Multiple Choice are graded automatically once you mark the correct answer, and each is graded differently. Short Text and Long Text can carry points too, as Graded by a recruiter: a person reads the answer and awards them by hand.

• Single Choice: The candidate picks the correct option and earns the question's full points, or picks anything else and gets zero.
• Yes/No: exactly like Single Choice. Mark Yes or No as correct.
• Multiple Choice: partial credit, with a choice of Grading. Equal split shares the question's points across the correct options, and each wrong tick cancels a correct one, so ticking every box does not game it; the score never goes below zero. Custom per option lets you set yourself how many points each option is worth.

Validation, in detail

Open the Validation tab and press Add Validation Rule. Each rule has three parts: a Rule Type (the choices depend on the question, as listed above), a Value, for example 10 for a minimum length, and an Error Message you write yourself, which the candidate sees when their answer fails. Add Another Rule adds more rules to the same question; the answer then has to satisfy all of them at once. For example, with Minimum Length 10 and Maximum Length 100, the answer must be between 10 and 100 characters. Add no rules and the question accepts any answer that fits its type.

Branching, in detail

Open the Branching Logic tab and press Add Condition. Choose which earlier question to test under If question, pick an Operator, then set the Value. The value field adapts to the question you point at: a dropdown of its options for a choice question, a Yes / No picker for a Yes/No question, a plain field otherwise. Is Empty and Is Not Empty take no value at all. Add a second condition and a connector appears between them, so you can switch the whole rule between AND, where every condition must match, and OR, where any one is enough.

Step 3, Review, shows a live preview of the questionnaire exactly as applicants will fill it in, with the fields disabled. Check it reads well, then click Create Questionnaire. You can create one with zero questions and add them later, and the review step will tell you so.

The four statuses

• Draft: still being written. Edits are saved in place. A draft cannot be attached to a job.
• Active: finished and ready. This is the only status you can attach to a job or a pipeline stage.
• Used: a version that has received responses. It is locked and can never be edited again, so the answers you already collected always match the questions that were asked.
• Archived: retired. It cannot be used for new jobs. You cannot archive a version that an active job is still using.