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🧑‍💼 HR & People Ops

Free Candidate Intake Form Template

Capture candidate basics, role applied for and source channel in one structured intake, so recruiters replace inbox chaos with a clean pipeline record.

6 core fields
~3 min
pipeline record
Live Preview

Quick answer

Candidate details scattered across inboxes and resumes get one consistent record here — basics, role, source channel, resume attached — so referrals and pipeline quality can be reviewed later.

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About this template

Résumé dropboxes and email threads lose context fast. This intake keeps basics, applied role, source channel and next-step notes in one consistent record — so a colleague picking up the thread days later sees the full picture without digging through mail folders.

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Template at a Glance

TemplateCandidate Intake Form
CategoryHR & People Ops
FormatStructured form with copy-ready fields
Time to completeAbout 3 minutes per response
What you getStructured, timestamped records you can review, export or keep for audit
Best forIn-house recruiters · Agencies and headhunters · Hiring managers
CostFree to copy and customize on FormLM
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Live Preview

Fillable sample form (live once the app is published).

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Fill it in to see how responses flow.
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What's Included

Everything you need to run this template.

1

Candidate basics

Name, contact and location in fixed fields.

2

Role and source

Applied role plus where the candidate came from.

3

Attachments

Résumé and portfolio filed onto the same entry.

4

Recruiter notes

Private next-step notes kept out of the candidate view.

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How It Works

From copy to deliverable in four steps.

1

Use this template

Copy it and list the roles you are hiring for.

2

Add your must-ask fields

Work permit, location and notice period — set them once.

3

Send or key in

Share the link after an application, or enter candidates after a job-fair chat.

4

Review the pipeline

Filter by role or source and decide each candidate's next step.

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Who Is This For

Pick your role — see how it fits your workflow.

1

In-house recruiters

Keep every applicant traceable without a paid ATS.

2

Agencies and headhunters

Standardize candidate profiles across clients.

3

Hiring managers

Log referrals the moment someone sends a name.

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Key Features

What makes this template work as a professional deliverable.

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Sample Questions Inside

A preview of real questions — the full version lets you add your own fields and workflow.

  1. Full name, email and phone (fields)
  2. Role applied for (choice from your open roles)
  3. How we found this candidate — referral, application, agency or event (choice)
  4. Latest résumé (file upload)
  5. Work permit or visa status (choice plus note)
  6. Expected start date and notice period (fields)
  7. Recruiter next-step note, not shown to the candidate (open)
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Frequently Asked Questions

Why use an intake form instead of collecting résumés by email?
Email buries context within days. A form keeps basics, applied role, source and next-step notes in one record that anyone on the hiring team can filter and reopen later.
Do candidates fill this in, or do recruiters key it in?
Both work — send it as a self-serve link after an application comes in, or enter details yourself after a job fair or a referral chat.
What happens to the recruiter's internal notes?
They stay private to your workspace copy — the candidate link only shows the fields you want them to see.
How is this different from the Phone Screen Scorecard?
Intake records who the candidate is; the scorecard records how the screening call went. Intake feeds the pipeline, the scorecard judges it.
Is it free to use?
Yes. Copy it into your FormLM workspace and reuse it for every open role.
Can it run for several openings at once?
Yes — the applied-role field sorts each entry into its own pipeline view, so one form covers many roles.

Stop losing candidates in your inbox

Copy it free and keep every intake as one clean, searchable record.