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Create a position template

Learn how to create position templates in Workstream so you can reuse job details and keep postings consistent.

Updated over 2 weeks ago

Position templates let you save job details you use often, such as the title, department, pay, and job description. This way, you don’t have to retype everything each time you post a new job. They’re especially helpful if you hire for the same roles across multiple locations.

This article walks you through how to create a position template step by step.

Example of a completed position template showing job details, schedule, education requirements, and compensation.


Step 1: Enter position details

  1. In Admin View, go to Position Templates.

  2. Select Create position.

  3. Fill in the required fields:

    1. Position template name – Give the template a name so you can easily find it later.

    2. Job title – The role’s title.

    3. Category – Choose the job category that best describes this role.

    4. Department – Assign the job to the appropriate department.

    5. Recruiting language – Turn on Spanish recruiting if you’d like applicants to see and apply to this role in Spanish. You can add both English and Spanish job descriptions to reach a wider pool of candidates.

    6. Brand-specific fields – Some brands may see additional required fields. If these appear in your account, fill them out based on your brand’s setup.

    7. Location type – Choose how and where the work will be performed.

    8. Full-time or part-time – Indicate whether the role is full-time, part-time, or flexible.

    9. Work schedule – Add schedule details, if available.

    10. Education requirement – Choose the level of education required.

    11. Evaluation plan – Select an evaluation plan if one applies.

  4. Select Next to continue.


Step 2: Add compensation details

  1. In the Compensation step, you can include:

    • Supplemental pay – For example, bonuses, tips, or overtime pay.

    • Benefits – Such as health insurance, paid time off, or retirement plans.

  2. Select Next to continue.

Adding these details makes your job postings more attractive to candidates.


Step 3: Write the job description

The final step is to write the job description.

  1. Provide a clear outline of the role, responsibilities, qualifications, and skills.

  2. You can write your own or click Generate to use AI assistance.

    • AI suggestions are based on the information you’ve entered plus common job description examples.

    • You can edit the generated content to match your company’s tone and needs.

  3. If you enabled Spanish recruiting, switch between English and Spanish. This ensures applicants can view the job description in their preferred language.

  4. Use Preview to see how the job description will appear on job boards.

  5. When you’re finished, select Save.

❔What's next?

Once saved, your position template can be reused whenever you post a new job. This ensures consistency across postings and saves time by reducing repeated data entry.

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