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 at any time.
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Deleting: Remove outdated templates to keep the hiring process organized.
đ You need the Create and edit hiring process templates permission to do this. If you don't have access, reach out to your Super Admin.
Create a hiring process template
In Admin View, go to Hiring âş Hiring Processes.
Click on Create hiring process.
Name your hiring process.
(Optional) Turn on Auto reject applications from former-employees marked "Not Eligible For Re-hire" to automatically reject returning applicants who aren't eligible for rehire.
(Optional) Turn on Auto archive applicants after [N] days of inactivity, then set the number of days.
In the Stages tab, add more stages by clicking ⨠Add new stage.
Within every Stage, click on the Automation tab to set up available automations.
After setting up your Stages, click on Rejection templates and set them up based on your preferences.
Once done with all the changes, click Save.
Update a hiring process template
Update templates in Admin View
In Admin View, go to Hiring âş Hiring Processes.
Click the three dots (â˘â˘â˘) beside the Hiring process you wish to edit, and then click Edit.
Edit any part of the Hiring process you were planning on updating.
Once all changes are finalized, click Save.
Update templates in Team View
Go to Hiring âş Job Postings.
Click the three dots (â˘â˘â˘) beside the job posting you wish to update, then click Edit job posting.
On the right side of the 'What hiring process should this job posting follow?' line item, click View hiring process details.
Edit the information you need to update.
Once done, click Save.
Duplicate a hiring process template
In Admin View, click Hiring âş Hiring Processes.
Click the three dots (â˘â˘â˘) beside the Hiring process you wish to duplicate, then click Duplicate.
The new copy will start with "Copy of". Edit it with your preferences.
Delete a hiring process template
â ď¸ You cannot recover deleted Hiring Processes. Please ensure that this action is necessary before confirming the removal of any hiring process template.
đĄ You can't delete a hiring process that's used by a published or pending job posting. If you see "The current hiring process template is still in use," close the posting or switch it to a different hiring process first.
In Admin View, go to Hiring âş Hiring Processes.
Click the three dots (â˘â˘â˘) beside the template you wish to delete, then click Delete.
If the decision is final, click Yes, delete. Otherwise, click Cancel.