Form Settings

In your general settings tab, you have the option to customise a few settings at the form level, let us look at what those settings are and how to change those.

• In your dashboard, click on the cogwheel located in the top right corner.
• Click on the General Settings from the menu options.
• Scroll down to the Forms
• Against each form, under the action column, you should be able to see a Settings Tab and an Email Templates Tab.

Note: The settings are for each individual form. If you'd like to apply the same settings to all your forms, you will need to individually set them for each of your forms.

Click on the Settings button in the grid to view and update the settings on that form

• Payroll Error email: An email will be sent to this email address to alert the payroll team of any issues or to notify them of the payee being created. 
• Candidate error Notification: An email will be sent to this email notifying user of any issues with integrating data into your ATS solution. 
  • Completed By - sends the notification to the user who had completed the form, you do not need to enter an email here. 
  • Custom email - Notification emails will be sent to this email.
• Minimum work references: Number of minimum work references you require your candidate to nominate for a reference check. For example, if you set your Minimum Work reference to 2, the candidate will not be able to submit their onboarding without providing 2 work references. 
• Reminder Email Interval Days: Automated reminder emails will be sent to your applicant every X number of days till they have provided their onboarding application. 

• Invitation link expiry: The number of days after which the invite link sent to the candidate expires.

• Invite Via SMS: If you'd like to invite your candidates to onboard via SMS, you can flick the switch on and your invite will be sent as an SMS. This setting only applied to invite email not reminders or any other communication. All subsequent emails like reminder emails will be sent via emails to the candidate. 

Note: To be able to send SMS invites to candidates, you will need to purchase SMS credits. If unsure, reach out to our support team for more information on how to purchase SMSs.