> For the complete documentation index, see [llms.txt](https://docs.pockethrms.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/recruitment-hire-v2-setup/form-builder.md).

# Form Builder

### Form Builder

Use this page to copy, edit, or create interview evaluation form templates to assess your candidates.

**Note:** You can edit or delete a template only if it is not actively being used in any job listings.

**Path:** Cloud > Settings > Recruitment V2 > Form Builder

### Manage Existing Templates

**Path:** Login to the Cloud Portal> Settings > Recruitment V2 > Form Builder

**Step 1:** Log in to the **Cloud portal**, and go to **Settings**, then select **Recruitment** **V2**.

<img src="https://content.gitbook.com/content/-MXep_PEmh8mDPVWj49x/blobs/rg3pRNYFDUpb2d1hh3R1/Unknown%20image" alt="" width="375">

**Step 2:** Go to **Form** **Builder**.

<figure><img src="https://content.gitbook.com/content/-MXep_PEmh8mDPVWj49x/blobs/HzUl4OTgF92fR7d8YuPh/Unknown%20image" alt="" width="188"><figcaption></figcaption></figure>

**Step 3:** Type a keyword into the **Search by name, details** bar to quickly find an evaluation template.

<figure><img src="https://content.gitbook.com/content/-MXep_PEmh8mDPVWj49x/blobs/C7rlyXVgfL89OrRp9Qc2/Unknown%20image" alt=""><figcaption></figcaption></figure>

**Step 4:** Look at individual template cards to:

1. Check the **form type** and number of questions.
2. See how many **jobs** the form is **assigned** to.
3. Click the **eye** **icon** to **preview** the form.
4. Click the **duplicate** **icon** to **copy** **the** **form**.

![](https://content.gitbook.com/content/-MXep_PEmh8mDPVWj49x/blobs/exQyXkfDK6Psf6ckuePx/Unknown%20image)

### Create a New Form Template

**Path:** Login to the Cloud Portal> Settings > Recruitment V2 > Form Builder > +New > Form Name > Form Description > + add question > Save > preview.

**Step 1:** Log in to the **Cloud portal,** and go to **Settings,** then select **Recruitment V2.**

<figure><img src="https://content.gitbook.com/content/-MXep_PEmh8mDPVWj49x/blobs/rg3pRNYFDUpb2d1hh3R1/Unknown%20image" alt="" width="375"><figcaption></figcaption></figure>

**Step 2:** Go to **Form** **Builder**.

<img src="https://content.gitbook.com/content/-MXep_PEmh8mDPVWj49x/blobs/HzUl4OTgF92fR7d8YuPh/Unknown%20image" alt="" width="188">

**Step 3:** Click the **+ New** button in the top right corner of the dashboard.

<figure><img src="https://content.gitbook.com/content/-MXep_PEmh8mDPVWj49x/blobs/2d2bKDpxSgSYYyeqOlJB/Unknown%20image" alt=""><figcaption></figcaption></figure>

**Step 4:** Type a clear name for your assessment sheet in the mandatory **Form Name** box.

**Step 5:** Provide a summary of what this evaluation targets in the **Form Description** box.

**Step 6:** Click the **+ Add Question** button to add your grading criteria and assessment questions.

![](https://content.gitbook.com/content/-MXep_PEmh8mDPVWj49x/blobs/dv2kFcs5ZBHG1kzOMbOb/Unknown%20image)

![](https://content.gitbook.com/content/-MXep_PEmh8mDPVWj49x/blobs/yqpWG1xVqlAGJrGiEdqr/Unknown%20image)

1. Type your question
2. select the **question type**.
3. Add **answer** **options**
4. mark as **mandatory** if needed.
5. Use arrows to **reorder** questions or options.
6. Click the **trash icon** to **delete** a question or option.

**Step 7:** Click **Preview** to review how the form looks, then click **Save Template** to activate it.

<figure><img src="https://content.gitbook.com/content/-MXep_PEmh8mDPVWj49x/blobs/eWNrlExrtaUqHVxqvpAo/Unknown%20image" alt="" width="375"><figcaption></figcaption></figure>

**Path Link:**

[**https://cloud.pockethrms.com/Recruitment/RecruitmentV2/Index?module=RecruitmentV2\&submodule=Form%20Builder**](https://cloud.pockethrms.com/Recruitment/RecruitmentV2/Index?module=RecruitmentV2\&submodule=Form%20Builder)

{% embed url="<https://youtu.be/BL-mUpFlpMo>" %}

**For any queries, contact** [**support@pockethrms.com**](mailto:support@pockethrms.com)