Remote Hiring and Onboarding with HeyForm

The shift to remote work has brought its share of challenges, especially in the realm of hiring and onboarding. However, for business owners like Adam, these challenges have also presented opportunities to innovate. Adam, who runs a furniture refurbishing business, faced an unexpected shift in his customer base during the COVID-19 pandemic. Previously catering to companies, Adam found himself selling directly to individual consumers as offices transitioned to remote work.

With this change came the need to expand his customer service team rapidly. Suddenly, the demand was no longer coming from a few businesses but from hundreds of individual buyers. “Selling 100 chairs used to mean serving two or three business clients. Now, it could mean dealing with 99 individual customers,” Adam explains. To handle this new demand, he needed to hire quickly and efficiently, and that’s where HeyForm came in.

How HeyForm Streamlines Remote Hiring

Adam needed a reliable system to manage the influx of job applications efficiently, without slowing down operations. Enter HeyForm, an open-source no-code form builder, which proved invaluable in helping Adam build and manage his hiring process from the ground up.

Seamless Application Process

Using HeyForm’s vast library of over 100 templates, Adam could design a job application form tailored to his business needs in just a few minutes. The form collected key information such as applicants’ names, contact details, and relevant experience, and allowed them to upload resumes and cover letters directly through the platform. Once submitted, these responses were instantly emailed to the hiring manager and organized in the HeyForm database for easy tracking and review.

The flexibility of HeyForm's templates meant that Adam could modify the forms as needed. When a particularly strong application came in, he could send the candidate a more detailed assessment via a follow-up form, all without ever leaving the HeyForm platform. Plus, because the forms are shared as web pages, Adam wasn’t tied to a specific device. He could manage the hiring process from his laptop at home or even from his phone on the go.

Effective Candidate Assessment

One of the standout features of HeyForm is its ability to facilitate a more detailed evaluation of candidates. With HeyForm’s customizable components, Adam could add quizzes, skill tests, or deeper questionnaires to assess each applicant’s fit for the role. “We used HeyForm to streamline our hiring process,” Adam says. “The built-in assessment tools helped us identify which candidates were worth pursuing without the need for an initial phone interview.”

By using these assessments, Adam could skip unnecessary steps in the hiring process. Candidates who didn’t meet his criteria were filtered out early on, allowing him to focus on more promising prospects. This saved time and allowed him to scale his team more efficiently.

Onboarding Made Simple

Once Adam had selected his new hires, HeyForm continued to play an essential role in the onboarding process. As any business owner knows, onboarding involves a lot of paperwork and documentation, especially when working with remote employees. But HeyForm helped Adam simplify and digitize this process.

Smooth Transition for New Hires

“Onboarding is all about helping new team members integrate smoothly into their roles,” Adam shares. Using HeyForm, he created onboarding forms that collected essential documents from new hires, such as identification and tax forms. He could also provide links to company policies and resources, ensuring that his team had everything they needed to hit the ground running.

Because HeyForm allows for seamless tracking, Adam could monitor the completion of onboarding tasks, ensuring that nothing fell through the cracks. Whether it was signing agreements, completing required training, or accessing internal tools, the onboarding experience was smooth and consistent for every new team member.

Hiring Hacks with HeyForm: Automation at Your Fingertips

While HeyForm’s ease of use is one of its greatest strengths, its integration capabilities set it apart. By combining HeyForm with tools like Zapier and Trello, Adam was able to automate much of his recruitment pipeline.

Recruitment Pipeline Automation with Zapier and Trello

Zapier, a no-code automation platform, allowed Adam to connect HeyForm with Trello, a project management tool. This integration enabled Adam to create an interactive hiring board that tracked every step of the recruitment process. From listing open positions and job descriptions to managing interviews and offers, Zapier ensured that information flowed effortlessly between HeyForm and Trello.

Whenever an applicant submitted a form, Zapier would automatically create a new card in Trello, complete with the candidate’s details. This allowed Adam and his hiring team to manage candidates visually, making it easy to see who was in which stage of the hiring process. “The integration with Trello was a game changer,” Adam notes. “It gave us a visual representation of our entire hiring pipeline.”

Easy Job Applications with HeyForm

The job application process itself was simplified thanks to HeyForm’s user-friendly interface. By creating a custom application form in HeyForm, Adam could gather essential candidate information with ease. Applicants could upload their resumes, cover letters, and any additional documents directly through the form, which then automatically emailed their responses to the hiring manager.

This eliminated delays and bottlenecks. Instead of manually sifting through emails or dealing with lost attachments, Adam’s team received all the information they needed in one place, organized and ready for review.

Interview Pipeline for Efficient Hiring

Once candidates were shortlisted, managing the interview process became the next challenge. With HeyForm’s Zapier integration, Adam was able to automate the creation of interview pipelines in Trello. As applications came in, candidate cards were created in Trello, complete with relevant documents such as resumes and cover letters.

This visual representation of the hiring process allowed Adam to see which candidates were moving forward and who needed further evaluation. Trello made it easy to assign stakeholders to specific interview stages, ensuring that the right team members were involved in each step of the process.

Custom Scorecards and Evaluation Forms

One of HeyForm’s standout features is its ability to create custom evaluation forms. Using a combination of rating scales, descriptive feedback fields, and comment sections, Adam was able to design scorecards for interviewers to evaluate candidates effectively. These scorecards made it easier to compare candidates objectively, ensuring that the best talent was selected for the job.

Simplifying Onboarding Formalities

Nobody likes dealing with the mountain of paperwork that often accompanies the first day of a new job. With HeyForm, Adam was able to streamline the onboarding process for his new hires, allowing them to complete all necessary forms online.

From gathering sensitive information like banking details to collecting signed agreements, HeyForm provided a secure and efficient platform for managing employee data. “Using HeyForm for onboarding saved us so much time,” Adam says. “New hires could complete their paperwork before their first day, which meant they could start focusing on their roles right away.”

Conclusion

Remote hiring and onboarding don’t have to be a logistical nightmare. With tools like HeyForm, businesses can manage their hiring processes more efficiently, from collecting applications to onboarding new hires. HeyForm’s flexibility, automation capabilities, and user-friendly interface make it an ideal solution for businesses of any size looking to streamline their recruitment and onboarding efforts.

Whether you’re looking to hire remotely or simply want to enhance your existing processes, HeyForm offers the tools you need to succeed. Ready to give HeyForm a try? Explore our form templates and see how you can revolutionize your hiring process today!

FAQs

1. Can I integrate HeyForm with other tools?
Yes! HeyForm can easily be integrated with tools like Zapier, Trello, and Slack, allowing you to automate your hiring process and keep everything organized in one place.

2. Is HeyForm secure for collecting sensitive information?
Absolutely. HeyForm includes multiple security features to ensure that sensitive data like bank details and personal information are protected throughout the hiring and onboarding process.

3. How quickly can I create a job application form with HeyForm?
You can create a custom job application form in just minutes using HeyForm’s pre-built templates. No coding skills are required!

4. Can I track the progress of candidates in real-time?
Yes, with integrations like Trello, you can visualize your hiring pipeline and track candidates as they move through different stages of the recruitment process.

5. Does HeyForm offer any templates for onboarding?
Yes, HeyForm provides a range of onboarding templates to help you collect essential documents, share company policies, and ensure a smooth transition for new hires.