Identity and contact
Know how to reach the applicant.
Collect only the identity and contact details needed to manage the inquiry.
- Name, email, and phone.
- Preferred contact method.
- Relevant role or listing.
Describe the role or property and its requirements. Makeform creates a focused questionnaire with conditional questions and clear routing before interviews or viewings.
Send qualified applicant details to Slack, Google Sheets, and Zapier.
Sample prompts for the builder
Choose a starting point, edit it, or send it to the Makeform builder.
Audience
Candidates applying for a shift-based position
Format
Short mobile screen with availability routing
Prompt size
291 chars
Example form structure
Short mobile screen with availability routing
Name and contact details
When can you start?
Which shifts can you work?
Relevant customer service experience
How would you handle an upset customer?
Suggested routing tags
Ready for review
Needs follow-up
Does not meet criteria
Ask only opportunity-related criteria, and explain the next step. Exclude protected or unrelated personal characteristics.
Step 1
Define
set role or property criteria
Step 2
Ask
collect only decision-relevant details
Step 3
Route
tag complete responses for review
Step 4
Advance
invite selected applicants onward
Why pre-screen applicants
A structured form gathers the same essential facts from everyone before an interview, call, or viewing.
Every applicant receives the same core questions, making gaps easier to spot than in email threads.
Conditional logic reveals schedule, pet, qualification, or portfolio details only when relevant.
Tag submissions, notify the reviewer, and keep uncertain responses for human follow-up.
Two common workflows
Keep hiring questions job-related and rental questions tied to stated property requirements.
Confirm timing, schedule, location, and qualifications before a phone screen.
Collect work samples, tool experience, project examples, and interview availability.
Ask about move-in timing, occupants, income range, pets, and viewing availability before sending a full rental application.
Gather logistics and neutral shared-space expectations, then arrange viewings with promising respondents.
Screening workflow
Turn real criteria into a concise form, test its branches, and route responses for review.
Separate minimum job or rental requirements from nice-to-have details to keep the screen focused.
Define what to collect and when to reveal follow-ups, such as license type for driving roles.
Remove unrelated questions, explain sensitive fields, and submit a test response through every branch.
Notify the recruiter or manager, use neutral status tags, and confirm the next step to applicants.
Form vs email vs full application
A pre-screen establishes basic fit without demanding a full application too early.
Field guide
Six focused sections support a next-step decision without becoming a full application.
Identity and contact
Collect only the identity and contact details needed to manage the inquiry.
Core criteria
Turn each prerequisite into a plain question about observable timing, experience, or logistics.
Conditional details
Reveal details only after an applicant reports a restriction, pet, license, or relevant tool.
Evidence and context
One short response or existing sample can add context without creating busywork.
Review routing
Use neutral workflow tags, flag incomplete answers, and send complete forms to a human reviewer.
Consent and next steps
Explain the timeline and clarify when the form is only an inquiry, not an approval.
Related tools
Connect the initial screen to a job application, assessment, reference request, interview schedule, or rental application using existing Makeform tools.
Create a structured assessment for candidates who advance beyond the initial qualifying questions.
Open toolCollect fuller employment history and role-specific information after a candidate passes the screen.
Open toolOffer available interview times to candidates chosen for the next conversation.
Open toolRequest consistent reference feedback at the appropriate point in a hiring process.
Open toolMove a prospective tenant from an initial inquiry into the property's full application workflow.
Open toolBuild a detailed rental application for applicants invited beyond the pre-screening stage.
Open toolFAQ
Practical answers for recruiters, hiring managers, landlords, and property managers designing a first-stage questionnaire.
It is a short questionnaire used before an interview, viewing, or full application. It collects consistent information about timing, requirements, qualifications, and availability to support a human reviewer's next-step decision.
Ask about availability, start date, location or shifts, specific qualifications, and relevant experience. A portfolio or existing sample may help for specialist roles. Exclude unrelated personal characteristics and explain sensitive questions.
Ask about move-in date, occupants, pets, smoking preference, income range, rental history, and viewing availability. State property criteria clearly, keep this separate from the full application, and review questions for local requirements.
Yes. Conditional logic can show pet details after someone reports a pet or a skill example after someone selects a required tool. Test every route before publishing.
You can route or tag answers, but keep final decisions with a person and make rules understandable. Separate complete, follow-up, and unmet-prerequisite responses; review exceptions instead of relying on an opaque score.
Yes. Makeform is unlimited free for forms and responses: generate, edit, publish, and collect submissions without a response cap. The paid tier removes the Makeform badge.
Ask only what changes the next-step decision. Use five to ten core questions, conditional fields for uncommon situations, and postpone full history, references, or detailed documents.
Responses arrive in your Makeform inbox. Notify a reviewer or connect details to Google Sheets, Slack, and Zapier. Use review tags, limit internal notes to reviewers, and send a clear confirmation.
Replace scattered inquiry emails with one focused first step.