Recruiting
Screening questionnaires
Screening is a per-applicant questionnaire you send after someone applies. It's not a filter on the apply form — it's a follow-up link, surfaced from any applicant's detail panel. Build the questions once per job; the link captures answers, optionally writes them back to your board, and (optionally) knocks out candidates whose answer disqualifies them.
Open RouteSource › Jobs › [a job] › Screening to build the questionnaire for that job. The page has an Accepting submissions toggle at the top — flip it on once your questions are ready.
Screenshot
The Screening page with an intro paragraph, four questions, and the Accepting submissions toggle in the header.
Intro and outro
Above the questions, you have two short text blocks: an intro that renders above the form, and an outro that renders after the candidate submits. Use the intro to set expectations ("a few quick questions before we schedule a phone interview"); use the outro to tell them what happens next.
Question types
Six types are available, picked from the toolbar at the bottom of the page:
Short text and Long text — open-ended answers.
Yes / No — two-option choice with built-in Yes and No labels.
Single choice — pick one of a list of options.
Multi-select — pick any number of options.
Number — numeric input.
Each question has a Required toggle, an optional helper text field, and (for option-based types) an Options list edited one-per-line. Drag the handle on the left to reorder questions.
Writing answers back to the board
Every question has a Save to column picker. When you point a question at a board column, the answer the candidate gives is written to that column on submit. This is how you avoid retyping: a "How many years driving experience?" question lands directly in your Experience column, ready to filter on.
Knock-outs
For Yes / No and Single-choice questions, you can set Knockout if answer = to one of the options. When a candidate picks that answer, they're flagged as a failed screen. Choose the disqualifying answer carefully — "No" is usually what you want for a "Do you have a CDL?" question.
Conditional follow-ups
Option-based questions (Yes/No, Single choice, Multi-select) have a Follow-up questions section under each option. Add questions there to ask only when the candidate picks that answer. Useful for branching: ask the "how many years" question only if the "do you have experience" answer was Yes.
Sending the link to an applicant
Open any applicant's detail panel and use the Screening action to generate and send a link. Each link is tied to one applicant, and its response status moves through pending → submitted, or expired if it sits unanswered too long. You can resend if needed.
When a candidate submits
The answers attach to the applicant's record, any questions wired to board columns update those columns, and any knockout-triggering answers flag the candidate. The outro you wrote renders for the candidate as confirmation.