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Surveys

Where to find it
Configuration → Templates → Surveys
Who can use it
Administrators with template access

Surveys 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.

The Survey Templates list.

The template list

The list shows all surveys 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 with the main button at the top of the list. Search works across all languages, and you can filter by Type and Status.
  • 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 ⋯ menu, after a confirmation. 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.
  • Languages — the FR / EN / ES pills above the field switch language (only your account’s languages are offered).
  • Name — an internal label your recruiters or HR team will see when selecting which survey to send.

After Save, the survey opens on the Questions tab where you design the questionnaire.

Template status

Each survey has one of three statuses:

StatusMeaning
DraftThe template is being built. Questions can be added or edited. The template can be deleted.
ActiveThe template is live and can be sent to candidates or interviewers.
ArchiveThe template is no longer in active use.

Template tabs

Each survey has three tabs:

TabWhat it shows
QuestionsDesign the question list — welcome screens, screener questions, demographic questions, and thank-you screens. See Survey — questions.
ResultsAggregated responses across all people who completed this survey. See Survey — results.
AnswersIndividual respondent answers, one per row. See Survey — 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.