Viewing and Managing Completed Forms

Forms that have been completed by candidates can be viewed in few locations.

Viewing Forms

To view completed forms follow these steps:

1. Open the Candidate record in Bullhorn ATS.
2. Navigate to the Onboarding tab.
3. Select Onboarding from the left side menu.
   • This can also be found on the Applicant (or Candidate or Talent) Customer talent - the person applying or hired for the job record within Talent Platform.
4. A list of completed forms can be found in the Signed eDocs section.
   
   • To view the form click the Preview icon.
   • If the Preview icon is missing from the file click on the ellipsis menu and select Redownload eDocs.
     • Redownloading eDocs will sync all of the completed forms for the candidate from Talent Platform.
       

File Sync from Talent Platform to Bullhorn ATS

Completed forms and uploads will sync to the Candidate record in Bullhorn ATS under the Files tab. Files added here have to be manually removed. It is possible to prevent forms and uploads from syncing to the ATS through System Settings or specific Form Any document that needs to be completed and signed by a Candidate Settings. Completed forms that flow to the ATS can also be set to Private.

To prevent all files and uploads from flowing to the ATS, Admin Users can follow these steps:

1. In Talent Platform navigate to Configuration > Settings > System Settings > Onboarding.
2. Search for the setting Disable ATS File Post.
3. Set the toggle ON.

To prevent individual forms from flowing to the ATS Admin Users can follow these steps:

1. In Talent Platform navigate to Configuration > Forms
2. Open the form
3. In the right sidebar toggle the setting Disable ATS Sync to ON.
   

To set completed forms to Private Admin Users can follow these steps:

1. In Talent Platform navigate to Configuration > Forms
2. Open the form
3. In the right sidebar toggle the setting Private? to ON.