Permissions: Site Admin

Product tier: Available for all subscription tiers

A template job is a template that includes the key components for most of the jobs your organization will open. Subsequently, members of your team can decide to use the template as a starting point when creating new job or be limited to only using templates when creating a new job.

In this article, we will cover how to create a new template job from the new job creation flow. 

Note: Click here for more information on how to best configure and organize template jobs for your organization.

Creating a template job

Click the Add button at the top of the page and select Create a Job from the dropdown menu.

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From the subsequent page, select either Copy an Existing JobSample Job, or Blank Job.

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From the Job Info page of the job setup flow, click the checkbox next to Set as a Template

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Fill in the Internal Job Name field, as this is required to create both a template and a job. Any other required fields in the template's details and openings may be left blank for the template job. However, when a job is created from this template, these fields will become required and must be filled in for that job.

When finished, proceed to create the new job as normal. 

After the job is created, a Template Job tag will appear next to the job name.

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Marking an existing job as a template job

To mark an existing job as a template job, open the Job Info tab in the job. (Jobs > Select job from list > Job Setup > Job Info)

Click the Template Job toggle in the top right corner of the Job Info page.

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When a job is marked as a template job, a label will display next to the job name.

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Note: Template jobs and confidential jobs are mutually exclusive. You cannot mark a confidential job as a template job.