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Create Candidate via Application Form

An Application Form is a standardised document or online form that job seekers use to apply for job openings. It typically includes fields for personal information such as name, contact details, education, work experience and skills. 

To create/add a candidate via Application Form, follow these steps:

Optional Reading: To discover the two ways to access the option for creating a candidate, click here: Create Candidate - Meaning & Purpose. This article helps in guiding you to reach to the Application Form page.

  • Select Application Form from the given options.

Create Candidate - Application Form

  • You can use the search bar to find the most appropriate application form.

  • To preview an application form, click on Preview.
  • Alternatively, copy the application form link, paste it into your web browser, and choose the option that meets your needs. You will see two options: Autofill with Resume and Apply Manually. 

Job Details - Apply Options

  • If you have selected Autofill with Resume, upload the resume and click Continue.  

Application Form Fields are as follows:

1. General Information:

Field Name

Description

Data Source / Behaviour

Mandatory Rule

Resume

Candidate’s resume document containing professional details. Used for parsing candidate data automatically.

Upload manually.

Mandatory if toggle is enabled (Yes).

Title

Newly added. Candidate’s title (e.g., Mr, Mrs, Miss, Ms, Dr, Prof).

XR system-defined dropdown. Select manually.

Optional, visible if checkbox ticked and mandatory if Required toggle is ON; no EOH dependency.

First Name

Candidate’s given name.

Extracted via the resume.

Mandatory by default; cannot be disabled.

Last Name

Candidate’s family/surname

Extracted via the resume.

Mandatory by default; cannot be disabled.

Email ID

Candidate’s unique email address used for identification and avoiding duplicates

Extracted via the resume.

Mandatory by default; cannot be disabled.

Code

 Stores the country/region dialing code associated with the candidate’s phone number (for example, +61 )

 Country code defaults to +61 (Australia).   As set under the System Settings → Internationalisation .

Mandatory if adding a phone number.

Mobile Number

Candidate’s contact number for communication

Add manually.

Optional, visible if checkbox ticked and mandatory if Required toggle is ON.

Gender

Newly added. Candidate’s gender (e.g., Male, Female).

XR system-defined dropdown. Select manually.

Optional, visible if checkbox ticked and mandatory if Required toggle is ON.

DOB (Date of birth)

Newly added. Candidate’s date of birth (as per official records)

Functions like a calendar; future dates are not allowed. Select manually.

Optional, appears only if enabled via check box and mandatory via Required toggle.

Qualification/Role

Newly added. Displays all active global qualifications

Shows all active Global qualifications (not tied to any industry)

Select manually.

Populated list sorting:

Primary sort: Display Sequence in ascending order.

Secondary sort: Alphabetical order (A–Z) for items sharing the same Display Sequence value.

Optional; appears only if enabled via the checkbox and becomes mandatory when the Required toggle is on.

Profile Picture

Candidate’s photograph for identification

Manually uploaded

Optional; appears only if enabled via check box and mandatory via Required toggle

2. Additional Information:

If the checkbox is selected, the section and the fields within it (for which the checkbox is selected, and toggle is enabled) are displayed and marked as mandatory.

Field Name

Description

Data Source / Behaviour

Mandatory Rule

Address

Detailed address of the candidate

Manually entered

Optional, visible if checkbox ticked and mandatory if Required toggle is ON.

Skills

Candidate’s skills relevant to the job role

Dropdown populated from XR Skill Master. Select manually.

Optional, visible if checkbox ticked and mandatory if Required toggle is ON.

Expected Salary

Candidate’s expected compensation for the role

Manually entered

Optional, visible if checkbox ticked and mandatory if Required toggle is ON.

Notice Period

Duration the candidate needs before joining (e.g., 30 days)

Manually entered

Optional, visible if checkbox ticked and mandatory if Required toggle is ON.

3. Experience:

If the checkbox is selected and the Required toggle is enabled, the section and the fields within it (for which the toggle is enabled) are displayed and marked as mandatory.

Field Name

Description

Data Source / Behaviour

Mandatory Rule

Position Name

Candidate’s role/designation in the company

Manual text entry

Mandatory by default; cannot be disabled.

Employer

Name of the company where the candidate worked

Manual text entry

Mandatory by default; cannot be disabled.

Currency

Currency in which salary is defined (e.g., AUD)

Select manually.

Mandatory if enabled via toggle.

Salary

Candidate’s salary amount

Numeric input. Manual entry

Optional unless configured mandatory via Required toggle.

Salary Unit

Salary frequency (e.g., annually, monthly)

XR system-defined dropdown. Select manually.

Optional unless configured mandatory.

Start Date

Employment start date

Calendar selection (future dates restricted). Select manually.

Mandatory by default; cannot be disabled.

End Date

Employment end date

Calendar selection. Select manually.

Mandatory if enabled via Required toggle.

Location

Location of employment

Manual entry.

Mandatory if enabled via Required toggle.

Description

Brief summary of job responsibilities and role

Manual entry.

Mandatory if enabled via Required toggle.

4. Education

If the checkbox is selected and the Required toggle is enabled, the section and the fields within it (for which the toggle is enabled) are displayed and marked as mandatory.

Field Name

Description

Data Source / Behaviour

Mandatory Rule

Degree Type

Type of qualification (e.g., Bachelor’s, Master’s)

Dropdown from degree type master. Select manually.

Optional, mandatory if enabled via Required toggle.

Degree Title

Name/title of the degree obtained

Manual text entry

Optional, mandatory if enabled via Required toggle.

Name of Institute

Name of the college/institution attended

Manual text entry

Optional, mandatory if enabled via Required toggle.

Name of University

University affiliated with the degree

Manual text entry

Optional, mandatory if enabled via Required toggle.

Start Date

Start date of the education program

Calendar selection. Select manually.

Optional, mandatory if enabled via Required toggle.

End Date

Completion date of the education program

Calendar selection. Select manually.

Optional, mandatory if enabled via Required toggle.

Score Type

Type of grading (e.g., GPA, Percentage)

Dropdown from candidate master. Select manually.

Optional, mandatory if enabled via Required toggle.

Final Score

Final marks/grade achieved

Manual text entry. Select manually.

Optional, mandatory if enabled via Required toggle.

Qualification / Role

Displays all active global qualifications.

Show all active Global qualifications (not tied to any industry). Select manually.


Mandatory by default; cannot be disabled.

Location

Location where education was completed

Manual entry

Optional, mandatory if enabled via Required toggle.

Description

Additional details about the education (e.g., specialisation)

Manual entry

Optional, mandatory if enabled via Required toggle.

Recommend Reading: How to configure qualification/role, click here: Qualification/Role.

5. Application Submission Behaviour

Scenario

Description

Auto-fill via Resume

Candidates can review, edit, and submit the information. All extracted details will appear on the Candidate Summary page under Summary, and the resume will be available under Resume.

Manual Application

Fill out the application form manually. The entered details will be reflected on the Candidate Summary page under Summary, and if the resume is uploaded it will be parsed and available under Resume>Parse Resume.

Mandatory Fields

All fields marked as mandatory must be completed before submission.

Input Flexibility

Fields may allow typing or selecting values depending on configuration.

Resume Parsing

In cases where a candidate is created through any source, the resume will be parsed automatically. If the resume is updated at any point, it will be re-parsed automatically as well.

Apply Option - Autofill with Resume

  • After clicking continue, you will be asked some questions. Provide all the answers and click Submit.
  • Candidate will be created and same will be reflected on the Candidate Landing page.

Candidate Landing Page - Candidate Created 

What happens Next:

    • You can see the candidate created on the Candidate Landing page.
    • Click on the Candidate or the three-dot button, then select View Summary to view or add more details for this particular candidate.
      • All the details extracted will be saved under the Candidate Summary>Summary and Resume section.
      • The resume will be automatically parsed, and you can view the extracted details under Candidate Summary > Resume > Parsed Resume.

Candidate Summary – Summary and Resume

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