A template job is a template that includes the key components for most of the jobs your organization will open. This streamlines the job creation process since users do not have to enter repetitive information such as desired candidate attributes or common interview questions.
Note: Click the following links for more information on how to create a new template job or mark an existing job as a template job.
The number of templates you create will depend on the size of your organization and the differences between pipelines per department. If each department or hiring manager has a unique component to each interview, it may be worth creating a template just for those instances.
Regardless of how many template jobs your organization creates, every template should include basic information that is captured for every job.
Best practices
Check out the following best practices to consider when creating template jobs:
Job info
Internal job name – A name indicating that the job is a template job (you'll want to provide additional detail if you have multiple templates).
Example: [TEMPLATE] Sales Engineer
Set as a template – Be sure to check the box to make the job a template so it is selectable in the future.
Department – Add the template job to the appropriate department.
Custom fields – Enter any information that you want to pre-populate.
Optional information for interviews – If you'd like to add more context regarding the template, or information about the format for other others to follow, enter it here.
Scorecard
Add categories that are relevant for all jobs such as the following:
- Requirements (e.g. "Fits our salary range" or "Based locally")
- Company attributes
- Qualifications
- Department attributes
Add example characteristics to help your team brainstorm skills they should include.
Example:
Interview plan
Define a basic interview pipeline with stages that all jobs will most likely include (such as application review, phone screen, face to face, and offer).
Customize the interview kits for interviews that will happen across all jobs. Check out the recommendations below:
- Phone screen – Add custom questions (questions the interviewer will ask) and select focus attributes for topics that are covered on all phone screens (such as tell me about yourself, desired salary range, and availability to begin work).
- Culture fit – Add custom questions and select focus attributes for the traits that represent your company culture.
- Other interviews – If you have any interviews with standard questions and criteria that you're evaluating, add them to the interview kit.
Example:
Hiring team
Grant Job Admin permission to all users who should have access to copy the template to create a new job.
Job post
Description – If there is consistent messaging about your company, benefits, or other information, include it in the description box.
How candidates apply for this job – Select Optional or Required on all basic information fields, and add custom questions that should appear on all applications.
Settings – Determine standard settings.
Once you've configured all the steps in the job creation process for your template job, click Finish. Your template job will be saved as a Draft and can be copied when creating new jobs in the future.
Note: You can exclude template jobs when running reports on Greenhouse Recruiting. To exclude your template jobs when running a report, expand Filters and more at the top of the report, navigate to the Job Filter section, and click Change Filter. In the subsequent box, uncheck the box next to Include template jobs.