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Pre-Interview Form Template

A candidate applies on a Friday afternoon. By Tuesday, three emails have gone back and forth about a date that works for both sides. This pre-interview form fixes that. Candidates pick their preferred interview slots from your panel's availability, share the role they applied for, confirm notice period, and sign any NDA or interview-recording consent in one go. The recruiter receives a complete record and can confirm the slot with one click. Use the form for inbound applications on your careers page, for ATS-driven outreach, or as the first step in a high-volume hiring funnel. With Formester's conditional logic, the form shows senior candidates leadership-scope questions, technical candidates tooling questions, and remote applicants time-zone fields, so each candidate fills only what is relevant. Customize the fields in the drag-and-drop builder, embed on your careers page, add an electronic signature for NDA or consent, and connect to your ATS so the candidate record arrives prefilled.

Interview Forms

About this template

A pre-interview form is a short intake completed by a candidate before the first interview. It captures the basics a recruiter needs to schedule and the panel needs to prepare: availability, preferred interview format (video, phone, in-person), role applied for, notice period, resume or portfolio link, accessibility needs, and any NDA or interview-recording consent. Submission to interview confirmation collapses from days of email to a single round trip.

The Formester template ships with the most-used fields out of the box. Edit anything in the drag-and-drop builder. Add conditional logic so senior roles see leadership-scope questions and technical roles see tooling questions. Turn on the autoresponder email to send candidates an instant confirmation with interview-prep links.

A well-prepared interview is key to hiring the right candidate. Our Pre-Interview Form ensures that both the interviewer and the candidate are on the same page before the actual interview. By collecting essential details beforehand, you can save time and make interviews more effective.

This form allows candidates to share their expectations, availability, and additional information relevant to the role. With conditional logic, you can ask specific questions based on previous answers, ensuring that only the most relevant information is collected.

For companies that require NDAs or consent agreements before an interview, the electronic signature feature makes it easy to collect signed agreements online. You can also enable autoresponder emails to send confirmation emails once candidates complete the form.

If you're coordinating interviews with multiple team members, team collaboration allows you to share access, review responses, and assign follow-ups seamlessly. Once the data is collected, recruiters can export it using export form submission PDF for easy reference during the interview.

For an even more professional touch, companies can embed this form directly on their careers page, making it easily accessible to candidates. Start improving your hiring process today with our Free Form Templates.

When to use this pre-interview form

Six recruiting workflows where collecting candidate details upfront saves hours of back-and-forth.

Inbound applications

Embed the form on your careers page so candidates submit their availability, role of interest, and notice period in one go.

Interview scheduling

Replace the scheduling back-and-forth. Candidates pick preferred date and time slots; the recruiter confirms the one that fits the panel.

Remote and hybrid roles

Capture time zone, interview format preference (video or phone), and remote-work setup so the first call goes smoothly.

High-volume hiring

Pre-screen scheduling and basic role-fit info from hundreds of applicants before recruiters spend time on individual outreach.

Roles needing NDA or consent

Use the built-in electronic signature field so candidates sign confidentiality or interview-recording consent before they walk in.

Internal mobility

Current employees applying for an open role can share notice timeline, manager context, and interview preferences without HR chasing.

What this pre-interview form captures

Every field a recruiter needs from a candidate before scheduling the first interview.

  • Candidate full name and contact details for clean record-keeping in your ATS
  • Email and phone for interview confirmation and reminder messages
  • Available start date so the hiring manager knows the candidate's earliest join date
  • Preferred interview date and time slots to skip the back-and-forth scheduling emails
  • Position and role applied for so the form routes to the right hiring panel
  • Notice period from the candidate's current employment
  • Interview format preference (in-person, video, phone) so the panel preps the right room or video link
  • Resume or portfolio link for the interview panel to review beforehand
  • Accessibility or accommodation needs the candidate wants confirmed before the interview
  • Optional NDA or consent signature via the built-in electronic signature field, when the role requires one
  • Free-text question field so the candidate can flag anything the interviewer should cover

Pre-interview form FAQ

Common questions from recruiters, hiring coordinators, and candidates.

What is a pre-interview form?
A pre-interview form is a short intake that candidates complete before their first interview. It collects availability, preferred interview format, role of interest, notice period, and any documents the panel should review beforehand. The goal is to skip the back-and-forth scheduling emails and arrive at the interview ready.
What information should a pre-interview form collect?
At minimum: candidate name, email, phone, role applied for, available start date, preferred interview date and time, interview format preference, and resume or portfolio link. Add NDA or consent fields if the role requires either before the interview starts.
How do candidates access the pre-interview form?
Share the form by link in an email, embed it on your careers page, or send it from your ATS via webhook. Candidates open the link, fill in their details on any device, and submit. The recruiter gets a notification with the full record.
Can the pre-interview form collect electronic signatures?
Yes. Use the built-in electronic signature field for NDA, interview-recording consent, or background-check authorization. The signed PDF is automatically stored with the candidate record and can be sent to your ATS.
How does conditional logic improve the pre-interview form?
Use conditional logic to show different fields based on previous answers. Senior candidates can see questions about leadership scope; technical roles can see questions about preferred tooling; remote applicants can see time-zone fields. Each candidate fills only the fields relevant to them.
Can I automate confirmation emails after the candidate submits?
Yes. Turn on autoresponder email and the candidate gets an instant confirmation with their submitted details, interview preparation links, and what to expect next. Recruiters can attach pre-interview reading material so candidates arrive prepared.
Can the form sync candidate data to my ATS?
Yes. Pipe submissions to Greenhouse, Lever, Workday, or any ATS that supports webhooks or Zapier. The candidate record lands with all the details already filled in, including any uploaded files and signed forms.
Is the pre-interview form mobile-friendly?
Yes. The form is mobile-responsive by default. Candidates can complete it on a phone or tablet on the go. Fields adapt to small screens and the signature pad works with touch input.
How do I keep candidate data secure?
Formester is GDPR, UK GDPR, and CCPA compliant. Form data is encrypted in transit and at rest. You can add explicit data-consent checkboxes on the form so candidates acknowledge how their information will be used, retained, and deleted.
Can I embed the pre-interview form on my careers page?
Yes. Embed the form inline on your careers or open-roles page using the iframe or JavaScript snippet, or share a standalone link. Six embed modes are available, including popup and side-tab if you do not want the form on the page by default.

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