In Pinpoint, you can choose to associate one or more documents with a particular hiring workflow stage, and send these documents out to candidates when they reach that stage. Candidates can then electronically sign and return the documents to you if need be.

Documents are configured as templates in Pinpoint, and can then be associated to your hiring workflow templates so that they are always present whenever a new job is created, or you can add a document template to any existing job.

Step 1

Select the Templates menu under the settings heading in Pinpoint's left hand menu bar.

Step 2

Select the Document Templates area, and then the Create New button

Step 3

You will then have 3 options for your document templates

Both of these options can be crated in the same way. - Both allow DOCx & PDF as file formats for the documents.

2. You will then be presented with a list of available variabls to enter into your document

3. You can then paste these variables into your Docx or PDF document - these variables will then pull the relevant information through when sent to the candidate

4. Once the document has had all variables entered, and is formatted as you would like, you can upload this into the document template window

5. you can then select the email tempalte to send to the candidate with the attached document, and click "create template"

Fill and sign templates allow the candidate to fill in specific fields (e.g. their name, date, SSN) and sign, all in one step - this option is great for government or tax forms.

Before creating your Fill & sign template, you can create teh fillable fields needed to be complete by your candidates.

(you will also have the opportunity to create any additional fields when creating your template, so don't worry if you have not created all the necessary fields)

2. Upload your PDF document & click next

3. Add the Fields that will be Required on the document

3. Select the required fields for your document (you can also create a new field if one is missing)

4. Click "configure document"

5. You can now drag and drop your configured fields into the corresponding place in your document. & click save

6. click save on the document template, and you're all set to add the document to the hiring workflow!

You can add documents to your hiring workflow templates to use on any vacancies created in the future, and add them to any existing job's hiring workflow.

To add documents to your hiring workflow templates, open the Hiring Workflow Templates page in the Templates menu. Select the edit button on any stage you wish to add documents to, and select the document template from the list. Make sure to save the workflow when you've finished editing.

Step 1

On any existing job, while looking at the candidate list, select the Edit and then the Edit Stages menu.

Step 2

Scroll down and select the Edit button on any existing stage, or drag a new stage into the workflow if you need a new one.

Step 3

With the Edit Stage menu open, select the document to assign to the stage with the Document Template dropdown menu. Press the Submit button at the bottom when you've finished editing.

Once you have configured your document templates and assigned them to hiring workflow stages, you can send them from any candidate's profile.

Step 1

Navigate to a candidate's profile that you wish to send a document to.

Step 2

Using the more options button (the three small dots) select the Send document to candidate option. The system will send the document straight away. If the candidate is not in the stage with the associated document, you can still send it, but you'll be warned before you do so.

Step 3

The candidate will now be emailed a link to view and sign the document. When the candidate responds, you'll be notified via the notification system as long as this notification is enabled (which it will be by default).