Create a Job Template

Creating a job template allows employees to set a job baseline and clone multiple jobs from the template. This can save time and effort when creating new jobs that have similar requirements to an existing one.

Templates allow you to create a basic job template with the necessary details such as job title, location, and dates. It also allows you to create the phases that should be included in a job and configure bookends, assessments and profilers within them.

This will ensure that any new job cloned from the template will have the same structure and settings as the template.

Prerequisites:

To complete this process:  

• You must have “Full access” granted to your account for the Users > Hiring > Jobs permission (available to Administrators or above).
  OR
• If assigned to a specific job, you must have “Full access” granted for the Users > Hiring > Assigned jobs permission (available to Administrators or above).
• You must have “Full access” granted to your account for the Users > Hiring > Job Templates permission (available to Administrators and above).

How to complete this flow:

1. In the navigation panel, go to Recruitment > Jobs.  
2. Select the templates tab on the Jobs Page.
3. Click “Create template” to open the Template Builder dialog.
4. Enter information into all mandatory fields:
   • Role title – Free text entry
   • Dates – Click on the date field to open a calender view. Select the required date range and click “Submit”.
     • Note that the date range entered will impact whether the job can be made active, or will be added to the “Upcoming” list of jobs.
   • Employment Status – Select from drop-down. You can add multiple options.
   • Experience Level – Select from drop-down. You can add multiple options.
   • Occupation – Select from drop-down. You can add multiple options.
   • Job location – Free text entry
   • Template type – Select from drop-down.
5. Select “Standard” from the template type drop down and click “Save” to create the template.

Please refer to the “Clone a Job” guide for more information.