Skip to main content

Create and manage your hiring process templates

Learn about the different functions of the hiring process stages, and how to create and manage your Hiring Process template.

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  • Deleting: Remove outdated templates to keep the hiring process organized.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

  1. In Admin View, go to Hiring › Hiring Processes.

  2. Click on Create hiring process.

    1. Name your hiring process.

    2. (Optional) Turn on automatic rejection for ineligible applicants.

    3. In the Stages tab, add more stages by clicking ⨁ Add new stage.

    4. Within every Stage, click on the Automations tab to set up available automations.

    5. After setting up your Stages, click on Rejection templates and set them up based on your preferences.

  3. Once done with all the changes, click Save.

Update a hiring process template

Update templates in Admin View

  1. Click Hiring › Hiring Processes.

  2. Click the three dots (•••) beside the Hiring process you wish to edit, and then click Edit.

  3. Edit any part of the Hiring process you were planning on updating.

  4. Once all changes are finalized, click Save.

Update templates in Team View

  1. Go to Hiring › Job Postings.

  2. Click the three dots (•••) beside the job posting you wish to update, then click Edit job posting.

  3. On the right side of the 'What hiring process should this job posting follow?' line item, click View hiring process details.

  4. Edit the information you need to update.

  5. Once done, click Save.

Duplicate a hiring process template

  1. In Admin View, click Hiring › Hiring Processes.

  2. Click the three dots (•••) beside the Hiring process you wish to duplicate, then click Duplicate.

  3. The new copy will start with "Copy of". Edit it 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.

  1. In Admin View, go to Hiring › Hiring Processes.

  2. Click the three dots (•••) beside the template you wish to delete, then click Delete.

  3. If the decision is final, click Yes, delete. Otherwise, click Cancel.

Guided Demo

Related Articles
Add and manage hiring stages
Update an existing position template
Duplicate a position template
Set up the scheduling stages in your hiring process
Set up the Hiring Complete stage
Did this answer your question?