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.

There are two types of templates, as follows:

• The Standard template allows you to create a basic job template with the necessary details such as job title, location, and dates. It also allows you to set the bookends, assessments and profilers that should be included in the job.
• The Assessment template is similar to the Standard template, but it allows you to define additional job codes and the job description. This allows you to create more detailed job templates and set multiple job codes and descriptions.

When creating a job template, you can set the bookends, assessments, and profilers that should be included in the job. 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:

To Create a Standard Template

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.

Select “Standard” from the template type drop down and click “Save” to create a standard template.

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

To create an Assessment Template:

1. 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.
2. Select “Assessment” from the template type drop down and click “Next”.
3. Define Job Code and Description for the Assessment template:
   • Click the green “+” button to add them to the template. You can add multiple Job Codes and Descriptions. Click “Save” to create the Assessment template.

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