A Job Template is a standardised configuration for job postings that ensures consistency and efficiency when creating multiple similar jobs. While the 'Clone' function can duplicate a job multiple times, it has significant limitations:
Cloned jobs cannot be updated centrally after creation, meaning a change to 52 cloned jobs requires 52 separate updates.
Cloned jobs can be edited independently, potentially causing inconsistencies in job content and job stages across postings.
Job templates solve these challenges by acting as blueprints for job postings, ensuring consistency and streamlining updates across multiple job postings.
Creating a Job Template
To create a Job Template, first configure a regular job. Once the job is set up, go to the Jobs list and follow these steps:
Click the meatball menu (three dots) next to the existing job.
Select 'Save as Job Template'.
Enter a name for the 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).
Click 'Save Template'.
Permissions: Only Account Admins can create job templates. Non-admins will not see this option.
Template-level vs job-level configurations
Templates differentiate between template-level configurations and job-level configurations to manage which settings are set at the template-level and which can be customized per job.
Template-level configurations can only be changed at the template level and apply instantly to all linked jobs. Job-level configurations can only be changed at the job level and are unique to each job.
Template-level configurations
These configurations are set at the template level and are inherited by all jobs created from the template. They cannot be modified at the job level.
Profile Tab: Job Name, Job Type, Description
Stages Tab: Stages (name, type, order), Campaigns (name, modules, branching), Workflows
AI: Content
Notifications: Subscribers
Any updates to these settings in the template apply instantly to all linked jobs.
Job-level configurations
These configurations must be set for each job created from the template. They are unique to each job and do not affect the template or other jobs created from it.
Profile Tab: Job Location, Hiring Manager
Stages Tab: Interview Settings
Notifications: Additional Subscribers
Managing Job Templates
Viewing Job Templates
To view existing job templates:
Navigate to the Jobs Page.
Click 'Job Templates' next to the 'Create Job' button.
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.
Creating Jobs from a Template
When creating a job, you can choose between:
Starting from Scratch (sets up a blank job from scratch)
Creating from a Template (creates a job from the selected template)
Steps to Create a Job from a Template
Select a Template from the dropdown.
Set Job Location
Set Hiring Manager.
Configure Interview Settings (if applicable).
Important: If Interview Settings are not configured, the system prevents adding candidates or enabling the Apply Link.