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Creating a job template

Learn how to create job templates to streamline the creation of standardised job postings.

Updated yesterday

A job template is a standardized configuration used to create identical, centrally updatable job postings. It is especially useful when hiring for the same role across multiple locations or creating multiple iterations of a job where only the location, hiring manager, and interviewer(s) differ.

While cloning jobs allows you to duplicate a job, it has key limitations:

  • Cloned jobs cannot be updated centrally. Changes must be made individually for each cloned job. For example, updating 52 cloned jobs requires 52 separate edits.

  • Cloned jobs can be edited independently, which may lead to unwanted inconsistencies in job content and stages.

Job templates solve these issues by serving as blueprints. They ensure consistency across job postings and allow centralised updates, significantly reducing manual effort and the risk of inconsistencies where uniformity is required.


Creating a job template

Required product role: Account Admin

To create a job template, start by setting up a job. Once the job is configured, go to "Jobs" in the global side navigation and follow these steps:

  • Click the meatball menu (three dots) next to the job

  • Select "Save as Job Template"

  • Enter a name for the job template

  • Click "Save Template"

The "Also link this job to the template" setting is unchecked by default. Checking this option links the job to the newly created template, meaning any changes to the job can only be made through the template (see below).


Editing job templates

To edit a job template, navigate to the Job Templates screen and click the meatball menu (three dots) next to the template you want to edit.

This opens the template editor.

Like creating Job Templates, only Account Admins can edit templates. Any edits made to a job template apply immediately to all linked jobs.


Archiving job templates

We currently do not support archiving job templates from the user interface. To archive or delete a job template, please contact us via Intercom.


Template-level vs job-level configurations

Templates distinguish between template-level and job-level configurations to control which settings are centrally managed via the template and which can be customised per job. Template-level configurations must be edited at the template level and apply instantly to all linked jobs. Job-level configurations are set individually for each job and do not affect the template or other jobs.

Template-level configurations

The following configurations are set at the template level and inherited by all jobs created from the template. They cannot be modified at the job level:

  • Profile Tab: Name, type, description

  • Stages Tab: Stage names, types, and order; campaigns (including names, modules, and branching); workflows

  • AI: Job-specific AI content (Note: the default AI file will automatically update based on the job's location)

  • Notifications: Subscribers set at the template level

Any changes made to these settings in the template will apply instantly to all linked jobs.

Job-level configurations

The following configurations must be set individually for each job created from a template. They are unique to each job and do not affect the template or other linked jobs:

  • Profile Tab: Job location, hiring manager, recruiter, sourcer

  • Stages Tab: Interview settings (interviewer, interview Type, Calendar Type, Availability)

  • Notifications: Additional subscribers set at the job level

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