To ensure consistency and reduce effort in managing hiring processes, you have the capability to create a Hiring process template that can be used and shared by multiple job postings.
Existing templates can also be updated either individually or in bulk.
To keep hiring templates aligned with company needs, users can update, duplicate, or delete them:
Updating: Modify stages, automation settings, or rejection templates to refine workflows.
Duplicating: Copy an existing template to maintain consistency while adjusting for specific roles.
Deleting: Remove outdated templates to keep the hiring process organized.
Create a hiring process template
In Admin View, go to Hiring › Hiring Processes.
Click on Create hiring process.
Name your hiring process.
(Optional) Turn on automatic rejection for ineligible applicants. When you activate this automation, former employees deemed ineligible for rehire when they left the company will have their applications automatically rejected if they reapply.
In the Stages tab, feel free to add more Stages to the Hiring processes by clicking ⨁ Add new stage. Otherwise, you can keep the default stages if you think this is suitable for your job postings.
Note: You are provided three (3) default Stages at the onset of template creation — Applicant form stage, Scheduling stage, and Hiring complete stage. The Applicant form stage cannot be deleted.Within every Stage, you should see an Automations tab. Feel free to click on this tab and setup the automations that are available.
Note: The automation options depend on the type of Stage and some of the options can't be customized.After setting up your Stages, click on Rejection templates and setup the Rejection templates based on your preferences.
Once done with all the changes, click Save.
Update a hiring process template
Update templates in Admin View
Click Hiring › Hiring Processes.
Click the three dots (•••) beside the Hiring process you wish to edit, and then click Edit.
Feel free to edit any part of the Hiring process you were planning on updating.
Once all changes are finalized, click Save.
Note: A toast message should appear confirming the changes have been saved successfully.
Update templates in Team View
Go to Hiring › Job Postings.
Click the three dots (•••) beside the job posting you wish to update, then click Edit job posting.
On the right side of the ‘What hiring process should this job posting follow?’ line item, click the View hiring process details. You should be redirected to a new page.
Edit the information you need to update in the Hiring process template.
Once done with all edits, click Save.
Duplicate a hiring process template
In Admin View, click Hiring › Hiring Processes.
Click the three dots (•••) beside the Hiring process you wish to duplicate, then click Duplicate.
After clicking Duplicate, you should see a new Hiring process template starting with "Copy of".
Note: If you check the details of this copy, it should be the exact same as the original. Feel free to edit this Hiring process template with your preferences.
Delete a hiring process template
⚠️ You cannot recover deleted Hiring Processes. Please ensure that this action is necessary before confirming the removal of any hiring process template.
In Admin View, go to Hiring › Hiring Processes.
Click the three dots (•••) beside the template you wish to delete, then click Delete. A pop-up should appear asking you to confirm the deletion.
If the decision is final, click Yes, delete. Otherwise, click Cancel.