Talos allows you full control to manage your forms, including creating and amending your data capture forms.
Data capture forms are used to gather additional information from either the candidate or internal recruitment team.
Multiple data capture forms can be saved on your system, each tailored with specific questions to ask the required questions.
Creating a Data Capture Form
Creating a new Form
Note: to create forms using the Form Builder in Talos, you will need access to the ‘System Administrator' permission.
To create a new data capture form go to the Forms Admin screen. In the Forms Admin screen, this will show you all forms that have been created on your system, as well as various filters to limit the results.
To create a new data capture form, click on 'Create New Form' in the upper right-hand corner of the page and select 'Data Capture Form' from the list:
This will load a new template for you to amend as needed to create your new application form with. The Form Settings screen will appear, where you can set the permissions to the form:
Select the relevant permissions for the form and then click the 'X' button in the top right-hand corner of the Form Settings window to save the change.
Note: the settings to the form can be reviewed and changed at a later time by clicking on the 'Form Settings' button in the top right-hand corner of the page:
To amend the name of the form, click on 'New Form' in the upper left-hand corner of the page and replace this with the name of the form:
Adding Questions
Adding sections to the form will allow you to add in questions to the form, for candidates or the internal recruitment team to complete. You can achieve this by clicking on the 'Add Section' button:
When adding a new section to your data capture form, you will next need to click on the 'Add Row' button and then 'Add Question':
Select the relevant field you would like to add from the available options and this will be added to your form for you to amend:
You add as many sections and questions to your form as you need.
You are also able to add in a 'Question Bank Question' to the form, which can be created within Talos and set as a reportable question.
With this option, this will allow you to have bespoke reports created within Talos based on the Question Bank Questions you have added to the form.
Select the 'Question Bank' tab within the Field Selection tab and select the relevant question to add to your form.
Tip: if you have questions which need to be added to multiple forms, question bank is the best way to achieve this, as you will only need to create the question once and add this to any relevant form you wish to add the question to.
To learn how to create a new question in the Question Bank, please click here.
Amending Questions
The form builder within Talos has many useful features to modify the look and feel of your data capture form, from re-ordering questions on the form, adjusting the size of the question boxes and setting questions as mandatory or optional.
You can reorder questions within the same section by dragging the question you would like to move and placing this in the relevant position within the section:
To adjust the size of the questions within a row or column, click on the pencil icon within that row/column and then adjust the size using the slider in the right hand column:
There are also various different options when amending your questions on the application form, via the Properties section, which is shown on the right-hand side of the screen when editing a question, including:
Setting if the question is required
Setting the min and max length of the question
Note: depending on the question type, different options will be available when editing the properties of the question.
Setting a Completion Flag
When creating a data capture form, you can add a 'Form Completion Flag' to the form. This will apply the selected flag to the candidates application when the data capture form is completed.
To set the flag, click on 'Set Form Completion Flag' in the upper right-hand corner:
In the 'Choose a Flag' pop-up window, if no flags have been created, click on 'Create New Flag':
In the 'Flag Action' label this with the action that is being completed, such as 'Additional Information Completed', for example and select a relevant flag from the 'Flag Icon' dropdown:
Restrictions can be added to the flag if this is a sensitive flag and should only appear for certain users within the system.
Note: if you would like to setup sensitive flags, please raise a ticket with our Support Team and they will be happy to setup the required configuration to use this feature on your system
Click on 'Add' and this will add the flag to your system which can be used on forms. To add this flag to your data capture form, click on the toggle button under 'Assign' so this changes from blue to green:
Once you are happy with the form, click on 'Save Form' in the upper right-hand corner of the screen and select 'Save and Publish' from the available options to save your form as a live form to be used on all vacancies.