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    Complete an ad hoc employee form

    Written by Lindsey Stanifer

    Updated at August 19th, 2026

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    Table of Contents

    Complete an ad hoc employee form Edit ad hoc employee forms FAQs Can multiple users complete a form?

    At times, you may be asked to complete an ad hoc employee form about a candidate. This form allows you to add valuable insights into each candidate and provides the entire hiring team access to your input when making final hiring decisions.


    Complete an ad hoc employee form

    Important Note: Only users who are given full access to the Adhoc Employee Forms permission will be able to complete these forms. Please contact your manager if you do not have the ability to complete an ad hoc form.

     

    To complete an ad hoc employee form about a candidate, follow the steps below.

    1. Open the preferred candidate’s profile.
    2. Click the + Add Forms button in the Hire Details section.
    3. Select Complete Form from the drop-down menu that opens.
    4. A listing of all available forms will then display. Click the desired form.
    5. Complete the form in the slide-out drawer that opens.
    6. Click Save to finalize the form and add it to the Hire Details section of the candidate’s profile.

    Users with full or view access will be able to view completed forms at any time. When a user completes a form, a milestone will be added to the conversation.


    Edit ad hoc employee forms

    A user cannot complete the same employee form more than once, but they can edit their form when needed by clicking into their completed form and making the necessary changes in a slide-out drawer.


    FAQs

    Can multiple users complete a form?

    Yes! However, each user can only complete it once. They can edit it from the Hire Details section, but they cannot complete the form twice.

     
     
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