Configuring Merge Forms

The configuration of merge forms consists of the following steps.

  1. Enabling the Merge Form Activation setting by putting the value to Yes (Configuration > Recruiting > Settings > Merge Form Activation). When the setting is enabled, the Merge Forms feature becomes available in the Recruiting Administration menu, under General Configuration.

  2. Loading a form.

  3. Inserting variables in the form.

  4. Associating the form to a workflow, step, status.

The Fill Out Form feature does not suppress confidential data. That is, if a user is not authorized to view a piece of requisition or candidate data because of permissions (for example, the field is confidential, or the block such as Compensation or Screening Service is not visible), the user may still get access to this data using the Fill Out Form feature. When a user generates a form, all data included in the PDF will render in the file, regardless of the user's permissions. For this reason, customers should not embed fields in PDF forms that they do not want users to be able to access.