Custom Candidate Intake Pages | SpringVerify Help

Custom Candidate Intake Pages — How It Works

What Are Custom Intake Pages?

Custom intake pages let SpringVerify configure additional data collection steps inside your Add Candidate and Edit Candidate flows — on both the Super Admin and Company Admin portals.

Instead of collecting only the default candidate details, your team can now capture any additional information your organization needs — department codes, cost centre IDs, offer letter details, employment type, or anything else — at the point of candidate creation. No spreadsheets, no follow-up emails, no separate trackers.


Why This Matters for Your Organization

Every organisation collects candidate data differently. A fintech onboarding a relationship manager needs different information than an IT firm hiring a contractor. Until now, the BGV form collected only what SpringVerify asked for. Custom intake pages change that.

What it solves in practice:

  • Eliminates offline data collection — if your team is capturing extra candidate information in spreadsheets, emails, or WhatsApp threads, it can all live inside SpringVerify instead
  • Reduces back-and-forth — mandatory fields ensure nothing is missed at the point of submission, so your team isn't chasing coordinators for information later
  • Keeps sensitive fields gated — visibility controls mean HR coordinators only see what they need, and internal fields stay internal
  • Supports compliance and audit requirements — every change is logged with a timestamp, so you have a full trail of what was captured and when
  • Removes engineering dependency — your SpringVerify CSM configures pages on your behalf, typically in a single session, with no deployment or engineering effort required

Who Configures It — and How to Get It Set Up

Custom intake pages are configured by the SpringVerify team on your behalf via the Super Admin portal. This is not a self-serve feature for Company Admins — your team cannot build or edit pages directly.

To get custom intake pages set up for your account: Contact your SpringVerify CSM or account manager. Share what fields you need, which portal they should appear on (Super Admin, Company Admin, or both), and whether they should be mandatory or optional. Your CSM will configure the pages and confirm when they're live.

There is no engineering effort or deployment required on your end.


What Your Team Sees Once It's Live

When adding a candidate: Custom pages appear as additional steps between the Candidate Details step and the Select Package step. Your team fills them in as part of the normal candidate creation flow — nothing changes about how the rest of the process works.

When editing a candidate: Custom pages appear as additional sections after Basic Information on the candidate profile.


Field Types Supported

Your CSM can configure any combination of the following field types:

Field TypeBest Used For
DateOffer date, joining date, document expiry
Phone NumberAlternate contact numbers
EmailSecondary email addresses
Short TextEmployee ID, cost centre code, department name
Long TextNotes, remarks, additional instructions
NumberCTC, notice period in days
File AttachmentOffer letters, ID copies, supporting documents
Radio Buttons (single-select)Employment type, work location, gender
Checkboxes (multi-select)Applicable policies, role-based flags
Label only (no input)Disclaimers, instructions, hyperlinks — no response required
All fields support optional tooltips to guide the person filling them in.   

Visibility Controls

Each field can be configured to appear on:

  • Super Admin portal only — visible to the SpringVerify team, not to your Company Admins
  • Company Admin portal only — visible to your HR team, not to the SpringVerify side
  • Both portals — visible everywhere

A page only appears in a portal if it has at least one visible field configured for that portal. If all fields for a portal are removed, the page hides itself automatically.


Mandatory vs Optional Fields

Fields can be set as mandatory or optional.

Optional fields can be left blank with no consequence.

Mandatory fields must be filled to proceed — with one exception: 

RoleCan Skip Optional Fields?Can Bypass Mandatory Fields?Notes
SpringVerify Super Admin✅ Yes✅ YesUses "I don't have this" option
Company Admin (Admin role)✅ Yes✅ YesBypass is tracked and visible on candidate profile
Company Admin (HR role)✅ Yes❌ NoMust fill all mandatory fields to proceed
Candidate✅ Yes❌ NoCandidate-facing BGV form coming in a later release

Bypasses are always logged — your CSM and Super Admin users can see when a mandatory field was skipped and by whom.


Audit Logging

All changes to custom intake pages and their fields are automatically logged:

  • Page and field configuration changes — logged under Analytics & Logs → Logs (Company Logs)
  • Candidate-level data changes — logged under Candidate → Update Logs (Category: "Customization")

This makes custom intake pages fully auditable — useful for compliance, internal reviews, and any situation where you need to know exactly what was captured and when.


Frequently Asked Questions

Can our Company Admin build or edit custom pages themselves?
Not currently. Custom pages are configured by the SpringVerify team on your behalf. Contact your CSM to add, edit, or remove pages and fields.

How long does it take to set up?
Typically a single session with your CSM. There's no engineering effort or deployment required on your side — changes go live immediately once configured.

Can we have different pages for different roles within our Company Admin portal?
Yes. Visibility controls can be set per field, so certain fields can be shown only to Admin-role users and hidden from HR-role users, or vice versa.

What happens if a mandatory field is skipped?
Admin-role users can bypass using "I don't have this" — but the bypass is tracked and visible on the candidate profile. HR-role users cannot bypass mandatory fields.

Can candidates fill in custom fields on their BGV form?
Not yet. Candidate-facing custom fields on the BGV form are coming in a later release.

Is there a limit on the number of custom pages or fields?
No hard limits. Speak to your CSM about what you need and they'll set it up.

Are custom intake pages available to all SpringVerify clients?
Yes. Contact your account manager or CSM to get it activated for your account.

Write to us at support@springverify.com or reach out to your SpringVerify account manager directly.

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