Describe who you need to screen and what reviewers must confirm. Makeform builds a vetting form with identity, experience, references, disclosures, uploads, and acknowledgment fields.
Route submissions to Slack, Google Sheets, and Zapier.
Sample prompts for the builder
Choose a starting point, tailor the prompt, or send it to the builder. Every example is editable.
Audience
Hiring teams screening shortlisted applicants
Format
Role-specific questionnaire with references
Prompt size
332 chars
Example form structure
Role-specific questionnaire with references
Name, contact details, and availability
Relevant experience and work examples
Professional references
Scheduling or travel constraints
I confirm these answers are accurate
Suggested routing tags
Ready for review
Follow-up needed
Decision recorded
Ask only for relevant information, and explain who reviews it and why.
Step 1
Define
role, criteria, and necessary evidence
Step 2
Collect
structured answers and documents
Step 3
Review
references, gaps, and follow-ups
Step 4
Decide
record the outcome and next step
Why structured vetting
A vetting form replaces missing references, loose attachments, and inconsistent email questions with one review-ready submission.
Ask comparable applicants the same relevant questions, with extra detail opened only when needed.
References, samples, and supporting documents stay with the respondent's details.
Route complete submissions, label follow-ups, and keep an internal decision note.
One pattern, several audiences
Use one review pattern, then tailor questions and evidence for each audience.
Ask about role-related experience, availability, work examples, and references.
Capture role preferences, commitment, experience, references, and program acknowledgment.
Gather services, ownership, subcontractors, references, insurance details, and conflicts.
Connect identity, sponsor, dates, training, and access for internal review.
Screening workflow
Collect useful evidence and give reviewers a clear path from submission to follow-up.
Name the audience, role or engagement, and evidence reviewers need.
Remove irrelevant questions, explain sensitive requests, and add conditional follow-ups.
Notify the reviewer and send structured answers to a connected workflow.
Check defined criteria, request clarification, and record the human decision separately.
Form vs email vs generic template
A useful process asks relevant questions consistently and keeps evidence connected to each submission.
Field guide
Six compact sections gather useful evidence without requesting unfocused personal information.
Identity & contact
Match the submission to the right person or business. For vendors, separate the business name from the working contact.
Relevant history
Ask about comparable work, responsibilities, or services. Concrete examples give reviewers evidence to assess against shared criteria.
References
Collect reference details in separate fields and state when contact may occur. The relationship shows what each reference can confirm.
Supporting evidence
Request only documents that inform the review. Label accepted formats and explain the purpose to discourage unrelated uploads.
Disclosures & logic
Use conditional logic for conflicts, subcontractors, or constraints. Ask neutrally for context and leave the decision with a reviewer.
Notice & acknowledgment
Explain the purpose, reviewer, and follow-up. Add an accuracy acknowledgment and your organization's reviewed notices for separate checks.
Related tools
Connect vetting with applications, reference requests, interview notes, vendor intake, and onboarding using existing Makeform tools.
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Open toolGather a prospective vendor's company profile, services, contacts, and supporting material.
Open toolGive interviewers a shared scorecard and a consistent place to record role-specific observations.
Open toolCollect supplier identity, categories, contact details, and documents for an operations review.
Open toolMove an approved vendor into setup with payment contacts, working details, and internal handoffs.
Open toolFAQ
Practical answers for organizations designing a consistent screening and review process.
A vetting form gathers relevant identity details, experience, references, disclosures, and documents before an organization approves a candidate, volunteer, vendor, or contractor. It organizes evidence for a human decision.
Include contact details, the role or service, relevant experience, availability or capacity, references, necessary documents, and an accuracy acknowledgment. Explain sensitive requests and remove irrelevant questions.
Yes, with tailored paths. Use conditional sections for candidate experience, volunteer commitment, vendor services, and contractor access while sharing contact and acknowledgment fields.
Yes. Add uploads for relevant resumes, samples, training records, service overviews, insurance documents, or pricing sheets. Label the purpose and avoid unrelated records.
Collect the reference's name, role, organization, contact details, relationship, and time known. State when contact may occur, then use a consistent reference questionnaire.
Yes. Reveal details for selected roles, access, subcontractors, conflicts, or constraints. Keep follow-ups neutral and route answers to human review.
Yes. Makeform is unlimited free for generating, editing, publishing, and collecting responses with your vetting form. The paid tier removes the Makeform badge.
The submission arrives in Makeform and can notify a reviewer or flow to Google Sheets, Slack, and Zapier. Keep internal notes and decisions separate from respondent fields.
Turn scattered screening into one clear review.
