Getting Started

Welcome aboard the Fountain family! We're so excited to have you here.

The Basics

• How do I add a new user to Fountain?
• How do I clone an existing position to create a new position?
• How do I customize the look and feel of the Fountain Application Form, Applicant Portal, and Jobs Directory?
• How do I import existing applicants and/or workers into Fountain?
• How do I retrieve the link to my position's application form?
• New User Onboarding Checklist

Using Fountain

These articles should cover most of your questions about how Fountain works.

Set up Opening

• Add a Position
• Add a Location
• Add a Location Group
• Add an Opening
• Data Collection Form
• Document Signing

Building Workflow

• Stage Types

Applicant Table

• How do I create a Sorting Condition for my external application form?
• How do I perform actions on applicants?
• What are Filters and how can I use them?
• What are the Labels under the Status column and what does each one mean?
• Where can I view an applicant's information? (Applicant Profile)

Messaging

• How can I best communicate with applicants via SMS? (Messenger)
• How do I send one-off, custom (email or SMS) messages to applicants?
• How do I use Message Templates?
• Message Delivery - Email, SMS, Unsubscribe
• What are Merge Keys and how can I use them?
• What are some examples of Message Templates that I can use?

Posthire

• How do I set up a Recurring Background Check?
• How do I set up a Recurring Data Collection Check?
• Worker Table

Reports

• Scheduled Exports
• Applicant Data Export
• Custom Exports
• Timestamped Exports

Scheduling

• How do I add a Time-Blocked Calendar?
• How do I add availability to the Calendar?

Settings

• How do I add a Rejection Reason?
• How do I add an On Hold Reason?
• How do I add and apply a Brand to my position?
• How do I start using Scorecards?
• How do I use Data Validation?
• What are the different types of User Permissions?

Best Practices

These articles help guide you through tips and best practices to optimize your hiring process.

End-User Training

• End User Training Module 1: Key Terms & Account Setup
• End-User Training Module 2: The Applicant Table
• End-User Training Module 3: View Applicant Information
• End-User Training Module 4: Schedule Interviews with Applicants
• End-User Training Module 5: Reports and Analytics Page

SMS

• Carrier Violations

Integrations

We've built integrations around the best in the business so you can focus in one place.

Personality Assessments

• Traitify Personality Assessments

Application Forms

• All Other Forms
• Google Form
• Typeform
• Wufoo

Background Checks

• Checkr Canada
• Checkr
• Onfido

Calendar

• Google & Outlook Calendar

Custom Integrations

• Placing Pixels
• Slack
• Webhooks

Document Signing

• DocuSign
• HelloSign

HRIS

• HRIS / Internal Database
• BambooHR

Learning

• Northpass
• Lessonly

Product Updates

Learn more about the changes we've made to the platform and changes that are coming soon!

NEW Product Updates

• New Feature: Track Click Rates in Emails with Google Analytics
• New Feature: Posthire Global View
• New Feature: Reorder Option Bank Options
• New Feature: Applicant Survey
• New Feature: Comma Separated Values In Rule Stages
• New Feature: Session Location Displayed In Scheduler Stage

Previous Product Updates

• New Feature: Posthire Global Search
• New Feature: Hiding Inactive Openings
• New Feature: Improved File Recollection
• New Feature: Approve File and Document Upload Label
• New Feature: Adding Merge Keys to a Document Signing Template
• New Feature: Setting Up Rule Stages Based on Scorecard Results

Frequently Asked Questions

Find the answers to some of the most frequently asked questions.

Rules

• Why isn't my new applicant field appearing as an option to create a rule?

Workflow Editor

• How do I preview/test out my completed workflow?
• Can I add a subcategory to a Position?

Sessions and Calendar

• Where do I go to change my timezone?
• How can I be notified when a session is cancelled?
• How can I exclude meetings from being set up when I have other external meetings already scheduled on my calendar?
• What time zone is used for Sessions and how do I change it?
• Why aren't my Fountain calendar sessions showing up in my Google or Outlook Calendar?

Analytics, Custom Exports, and Timestamped Exports

• How do I export all past scheduled sessions?
• How do I export a CSV of applicants who missed their sessions?
• Can I extract the date of applicant approval in exports?

UTM and Conversion Tracking

• Does Fountain support Conversion Tracking?
• What UTM Parameters does Fountain Support?

Company Settings

• How do I change my time zone?
• How do I limit a user's access to only view and manage applicants?
• How do I prevent applicants from applying more than once to a position?

Posthire

• When does Fountain send emails for Posthire recollections?
• If we recollect more than one document will the worker receive more than one email?
• If a worker is deactivated in Posthire by our internal system via webhook, will they continue to receive emails?
• If a worker doesn't submit a document on time, will they continue to receive emails?
• What happens if a worker lands in Posthire with an expiration date in the past?
• What happens when I approve/reject/recollect a document in Posthire?

Application Form

• How do I update the URL of my application form?
• How do I embed the Fountain application form in my website?
• Is there I way to add a video to the application form?
• How do I use the advanced setting 'Allow applicants to advance by completing an action in this stage' in Custom stages?
• Why am I seeing an error while trying to save changes to the application form?

Automated Stage Messages

• How do I disable session cancellation notifications?
• How do I disable a message in a stage?
• How do I add a follow-up message to send out x days after an applicant lands in a stage?
• How do I delay a message in a stage?
• How do I update the reminder message to be sent out x hours before a scheduled session?

Applicant Table

• How do I move an applicant from one Opening to another Opening?
• What does it mean when there is an exclamation point icon next to an applicant's name?
• I don't see an applicant profile when clicking on their name on applicant table

SMS

• How do I start using Smart Routing for SMS?
• SMS messaging status is marked as Undelivered
• How do I find out what my SMS usage is?
• How do I resubscribe an applicant to SMS or email?
• Why is my SMS being split into two?

Background Checks (Checkr, Onfido, Checkr Canada)

• Can I charge applicants for their Onfido background checks?
• How do I see an applicant's background check status and reject him/her if it is incomplete?
• How do I disable notifications for completed background checks?

API

• How do I delete an option bank via the API?
• How do I update an option bank via the API?
• How do I create an option bank via the API?
• How do I list all option banks via the API?
• How do I update a workers information via the API?
• How do I get a workers information via the API?

Fountain Platform

• How can I set up a testing environment?
• How do I change my password?
• How do I add a test applicant?
• How can I clone an opening?
• Is there a way to test the application flow as a user?
• What are Option Banks?