Skip to content
menu-toggle
menu-close
Home

Table of Contents

Listen Here
0:12

 

📝 Introduction

This information follows on from the 🖱️How To Create A Job Template guide and will walk you through how to navigate the Job Templates page, apply filters, and manage job templates effectively.

Listen Here
1:02

 

🔮How To Access & Filter Your Job Templates

To get started , select “Tools” from the top navigation bar & select “Job Templates”.

 

At the top left-hand side of the screen underneath “Filters”, you will see “Visibility”.

 

The filters allow you to view templates as follows;

  • All
      • Shows all job templates that have been created.
  • Visible
      • Shows all job templates that can be used to create a job.
  • Hidden
    • Shows all job templates that cannot be used to create a job.

 

Below the visibility filters, you will see the heading “Organisation”.

 

You can refine the number of templates that you see by using these filters.

These filter options are useful if you are a larger organisation and you are presented with multiple templates to choose from.  

Below the organisation filters, you will see “Owner” select the toggle against “Mine Only” if you only want to see job templates that you have created.

 

Below the owner filter, you will see “Jobs”, select the menu to search for a job that has been created using a specific job template.

 

Listen Here
1:28

 

📖 Job Templates View & Options

Once selected your template will appear on screen.

 

In the above example, you can see that 1 job has used the HR Officer job template.

Any filters that you have selected will be shown at the top of the screen above your template.

  • Select 'Clear' to remove all filters.
    or
  • Select the 'X' to the right of the specific filter that you want to remove.

 

Whilst viewing your Job Templates you have the option to make your job template visible or hidden depending on your requirements.

  • When the toggle is set to on, the job template is visible and can be selected for creating a job post.
  • When the toggle is set to off, the job template isn't visible and cannot be used to create a job post. (Useful if the template isn't yet complete).

 

Underneath the Job Template name you will see some further information:

  • “Human Resources” shows you the job category where the job template sits within your organisation.
  • “Jobs” shows you the number of jobs that have been assigned to that particular job template.
  • SuperUser (SU) shows you the type of user that created the job template
  • The person's name shows you the name of the user that created the template.

 

Over to the right of your job template banner, there are up to 3 icons that you may see.

From left to right;

  • The first arrow icon allows you to create a job using that particular job template.
  • The middle pencil icon allows you to edit the job template.
  • The 3rd bin icon allows you to delete the job template.

 

Listen Here
0:30

 

‼️Important Points To Consider

  • Before you edit a job template consider whether it may already be in use on a current job advert.  
    • If it is and you want the new template to be shown on your job advert, you will need to edit the job, select the new template and republish it.
  • Before deleting a job template consider whether the job template is being used for current job adverts.
  • Consider cloning job templates if you need to make multiple changes, that way you'll always keep your original version.