Survey templates
Survey templates define the questionnaires your team sends at key moments in the hiring and HR process — gathering candidate feedback, recording interview questions, or collecting reference feedback. A template is built once and reused every time that type of survey is sent.
Screenshot pendingThe Survey Templates list showing template names, type badges, status badges, creation dates, and last modification dates.
The template list
The list shows all survey templates in your organization. Each row shows the template name, its Type, its Status, the Creation Date, and the Last Modification Date.
From the list you can:
- Search by template name or keyword.
- Create a new survey template with the “Add Survey Template” button.
- Open an existing template by clicking its name to view or edit it.
- Edit a template from the action menu.
- Delete a template from the action menu. Delete is only available for templates in Draft status.
Creating a template
Click Add Survey Template to create a new one. The creation form asks for:
- Type — the kind of survey: Candidate, Interview, or Feedback. The type cannot be changed after creation.
- Language — the language to enter the name in (shown when your organization supports multiple languages).
- Name — an internal label your recruiters or HR team will see when selecting which survey to send.
After saving, the template opens on the Questions tab where you design the questionnaire.
Template status
Each survey template has one of three statuses:
| Status | Meaning |
|---|---|
| Draft | The template is being built. Questions can be added or edited. The template can be deleted. |
| Active | The template is live and can be sent to candidates or interviewers. |
| Archive | The template is no longer in active use. |
Template tabs
Each survey template has three tabs:
| Tab | What it shows |
|---|---|
| Questions | Design the question list — welcome screens, screener questions, demographic questions, and thank-you screens. See Survey template — questions. |
| Results | Aggregated responses across all people who completed this survey. See Survey template — results. |
| Answers | Individual respondent answers, one per row. See Survey template — answers. |
Tips
- Use a descriptive internal name that makes it clear when to use the survey (e.g., “Post-interview candidate experience” or “Reference check — manager role”).
- Keep surveys short. Response rates drop steeply after many questions.
- Review the Results tab regularly — patterns in feedback often point to process improvements.