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Creating and Updating a Position Template
Creating and Updating a Position Template
Janina avatar
Written by Janina
Updated over a week ago

To ensure consistency and reduce effort in managing job postings, create a position template that can be used and shared by multiple job postings.

Note:

  • Only users with the 'Create and edit job details templates' permission can create and edit a position template. Reach out to your admins if you need access to create and customize it.

  • To delete a position template, you will need to remove all job postings using it. Any applicants that are deleted when you remove these job postings, cannot be retrieved. We recommend exporting your applicants, you can learn more here. You can also move the applicants to another position, learn more here.

To create a position template, follow the steps below:

STEP 1: Go to the Company tab > Positions > Create position.

STEP 2: Fill out the position details.

  • Name this position template - to improve clarity and organization, provide a unique name that sets it apart from the desired job title. You can create multiple templates for the same position. Using distinct names for each template will make it easier to identify the specific template that contains the desired job details.

  • What is the job title? - enter your desired job title

  • What category best describes this position? - click the dropdown arrow and select the category from the menu.

  • Which department is this job in? - click the blank field and select whether to + Add a new department or from the existing departments in the list.

  • Would you like to enable recruiting in Spanish? - Toggle on the Spanish recruiting button to translate job board postings and sponsorships, interview scheduling, and messages in addition to career pages and applications.

    Note: If you don't see the option to enable recruiting in Spanish, reach out to your admin.

  • Location type (recommended) - click the dropdown arrow and select whether the job is On site, Fully remote, COVID-19 temporarily remote, or WFH Flexible (only available in a US location).

  • Is this a full or part-time position? - click the dropdown arrow and select whether the job is Full Time, Part Time, or Either full-time or part-time.

  • What's the work schedule for this position? (recommended) - click the blank field and select from the list all that apply.

  • What level of education is required for this position? (recommended) - click the field and select the level of education from the list.

STEP 2: Click the Next button located at the top right corner of the page.

STEP 3: Fill out the Compensation details.

  • Does this job offer supplemental pay? (recommended) - click the field to pull up a menu and select all that apply on the list.

  • Does this job offer any benefits? (recommended) - click the field to pull up a menu and select all that apply on the list.

STEP 4: Click the Next button located at the top right corner of the page.

STEP 5: Create a job description for the position template. For enhanced scalability and efficiency, consider incorporating merge tags into your job descriptions.

STEP 6: Once you click the Next button, you will be automatically redirected to this page to confirm that you have successfully created the position template.

Update an existing position template

You can edit, duplicate, and delete an existing position template. To do so, follow the steps below:

Note: Only users with the 'Create and edit job details templates' permission can create and edit a position template. Reach out to your admins if you need access to create and customize it.

STEP 1: Go to the Company tab > Positions.

STEP 2: In the Position list, click the three dots (...) located at the far right side of the name of the position you wish to update.

STEP 3: From the pop-up menu, select whether you wish to edit, duplicate, or delete the template.

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