Job templates allow you to pre-configure templates and use them as a starting point for new jobs. They are especially helpful for roles posted regularly, saving your hiring teams time while ensuring consistency across all similar roles.
Set up a job template
Start by going to Settings → Templates → Job templates, where you'll be able to:
Create a new job template
Edit the default job template
Edit custom job templates
Duplicate an existing job template
To create a new template, click + New job template and fill out as much information as you'd like in the steps.
For more details on each step, check out our article on how to create a new job.
Note that changes to an existing job template only apply to new jobs created from it, meaning that existing jobs are not affected.
Already created a job that you would like to set as a template?
Navigate to the job process in question and select Save as template from the (...) menu. The information from the job will be prefilled in the template, allowing you to edit it further if needed before saving it.
This option is only visible for Recruitment and Company Admin users.
Default job template
The default job template will be pre-selected when creating a new job, unless a different template is actively chosen.
Custom job template
Custom templates can be created and used instead of the default job template. This is especially useful for specific regions, locations, departments, and/or roles.
Template instructions
In the Template instructions step in the job template, you will be able to fill out the following fields:
Template name: The internal name of the job template.
Template contact: The user who will be shown as the point of contact for the template and its instructions.
Tags: Add tags to the template to organize your templates and enable filtering.
Protected job template
At the bottom of the page, you can choose to set the default or a custom job template as Protected.
When creating a job from a protected template, all steps are accessible and can be edited. However, once the job is created, it becomes protected, meaning non-admin users can no longer edit the following sections in the job editing view:
Job posting
Application
Candidate interaction
Stages (including stage actions, for eg, triggers)
When editing the job, they will still have access to:
Hiring team
Additional settings menu
Protected jobs remain fully editable by Recruitment Admins and Company Admins.
* If your company is using these add-on features
Use a job template
When creating a new job under Jobs, select the template you wish to use from the drop-down list and continue editing.
