Vetting Form Template
Collect the background and qualification details you need to evaluate a candidate, vendor, or applicant thoroughly.
Making a decision about a person or organization without a consistent vetting process is a risk. Whether you're evaluating a job candidate, a vendor, a volunteer, or a service provider, reviewing different information for different applicants makes fair comparison impossible.
A Typeform vetting form ensures you collect the same information from every person you're evaluating. Conditional logic adjusts the questions based on the type of applicant or the level of vetting required, so a vendor application looks different from a volunteer background check without needing 2 separate forms. Responses are organized and timestamped, making review straightforward.
Customize it with the specific credentials, references, and acknowledgments relevant to your process. It can be sent directly to applicants or completed by your team during an intake call.
A vetting form is a document used to collect background information, qualifications, and references from a candidate, vendor, or applicant as part of a due diligence or screening process. It creates a consistent record for comparison and decision-making.
A structured vetting process ensures you evaluate everyone against the same criteria, which makes decisions more defensible and reduces the risk of overlooking important information. It also signals professionalism to the people you're evaluating.
Cover the dimensions relevant to your specific vetting context:
- Full legal name and contact details
- Relevant experience or qualifications
- Professional licenses or certifications
- References (names, roles, and contact details)
- Any conflicts of interest or relevant disclosures
- Consent to background check or reference contact
For employment vetting, the focus is typically on work history, qualifications, and references. For vendor vetting, it shifts to company registration, financial stability, and service capability. For volunteer vetting, safeguarding requirements may apply. Conditional logic in Typeform lets you tailor the questions to each context within a single form.
Typeform responses can be connected to secure, access-controlled systems via integrations. Limit access to vetting data to the people directly involved in the decision, and follow applicable data protection regulations regarding how long sensitive personal information can be retained.
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