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Create and edit screening question templates

Save the screening questions you use most as reusable templates, so every job asks the right questions from the start.

Asking the same screening questions on every job gets repetitive fast — and copying them by hand invites mistakes. Screening question templates let you build a set once, reuse it across jobs, and update it everywhere from one place.

Note: You can only create or edit screening question templates if your hiring role has the Manage templates permission. Learn more in Hiring roles.


Create a new template

Build a template from scratch when you want a fresh set of questions — for example one set for office roles and another for warehouse roles.

2. Click + New template.

3. Choose whether to start from scratch or duplicate an existing template.

4. Name your template, optionally select or create a category for it, and click Create.

5. In the empty template, click + Add new.

6. Select an answer type. You can choose:

  • Yes/No

  • Single choice

  • Multiple choice

  • Text (single or multiple lines)

  • Date

  • Number

  • Salary

  • Video answer

  • Add a file

  • Info box

  • Legal

7. Type your question, then set whether answering it is Required or Optional for candidates.

8. To turn the question into a knockout question, toggle Knockout question on. Pick a disqualifying answer and a disqualify reason — candidates who give that answer are disqualified automatically. Knockout questions are available on Yes/No, Single choice, and Multiple choice answer types.

Important: If the disqualify reason you pick has an automation attached (for example a rejection email), it triggers as soon as the candidate applies. Learn more in Set up knockout questions to automatically disqualify candidates.

9. Set the question's visibility. Visible to everyone lets any team member with the right role permissions see the question and its answers; Selected members limits it to specific people or hiring roles. Learn more in Manage visibility.

10. Click Save, or Save & add another to keep going.


Save an existing set of screening questions as a template

If you've already built the perfect set of questions inside a job, you don't need to recreate it. Save it as a template instead.

1. Go to Jobs and click the pencil icon (Edit) next to the job.

2. In the left-hand navigation, click Application.

3. Next to Screening questions, click Custom for this job dropdown and select Save as template.

4. Name your template, optionally select or create a category for it, and click Create.

Note: Editing a template in Settings updates it in every job that uses it. Editing the questions inside a single job does not change the template — that job's set becomes Custom for this job instead.


Manage templates

Everything you need to keep your template list tidy lives under Settings > Recruitee > Templates > Screening questions.

Set a default template

Click the star next to a template to make it your default. Every new job you create then starts with that set of questions.

You can also set a default from inside a template — click the menu next to the template's name.

Duplicate or delete a template

Open the menu next to a template's name to duplicate or delete it. The same menu shows how many jobs use the template and which ones — worth checking before you delete anything.

Edit a question in a template

Click the pencil icon next to a question to change its text, answer type, required setting, knockout rules, or visibility. Changes apply to every job using the template.

Rearrange templates

Drag and drop templates into your preferred order within a category so the sets you use most sit at the top.


Examples

Screening for a legal requirement across every job

Your company hires drivers, and every applicant needs a valid license for the region. Create a template called Driver compliance with a Yes/No question: "Do you hold a valid driving license valid in the Netherlands?" Toggle Knockout question on, set No as the disqualifying answer, and pick the disqualify reason Not eligible for this role. Attach a scheduled rejection email to that reason, and unqualified applicants are declined politely and automatically.

Set the template as your default, and every new driver job asks the question from day one — no one has to remember to add it.


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