Creating Job Templates

Objective

After completing this lesson, you will be able to manage job templates to streamline the job creation process and maintain consistent job postings.

Job Templates in SmartRecruiters

Job templates in SmartRecruiters are powerful tools for streamlining the job creation process and ensuring consistency across your job postings. By leveraging templates, you can significantly reduce the time it takes to create a job advert and maintain a standard brand message.

Benefits of Using Job Templates

  • Efficiency: Templates save time by pre-populating key sections, such as company description and standard job descriptions, and the four job fields used for job board mapping (Industry, Function, Experience Level, and Type of Employment).
  • Consistency: Templates ensure that all job postings adhere to a standardized format and include consistent information, reflecting a professional brand image.

It's beneficial to have at least a default template that populates your company's description, even if specific job descriptions and qualifications vary. This ensures a consistent starting point for all job creations.

Displays the Create step of job creation with the Job Title, Street Address, Job Aid Language and Company Description. Also, a list of templates is displayed on the right side of the page. You can choose a job template to streamline the job creation process.

Information Stored in Templates

Job templates are centrally created and managed within the Jobs tab, where you can create a template in the same way as a new job is created. The following information can be saved within a job template:

  • Job Title and Job Ad Language
  • Company Description, Job Description, and Qualifications
  • Videos and Additional Information
  • The four fields used for Job Board mapping: Industry, Function, Experience Level, and Type of Employment

User Access and Management

  • Only users with Administrator or Extended default system roles can create job templates.
  • There is currently no separate template library; templates are managed directly within the Jobs list.
  • Using clear naming conventions (e.g., UK Template - Account Manager) is essential for easy maintenance and to help the system suggest templates to users.

Create a Job Template

Creating a job template follows the same steps as creating a new job:

Steps

  1. Navigate to the Jobs tab and select Create Job or use the quick action in the main header.

  2. Enter the job information you want to pre-populate, such as Company Description.

  3. Provide general guidelines if you prefer not to include specific text for fields like the Job Description, Qualifications, and Additional Information.

    Note

    For a better candidate experience, you can limit the number of bullet points or provide a structure for recruiters to follow, such as Add Text.

  4. Assign a clear and descriptive title. The system uses this title to suggest templates to users as they type.

  5. Select the Save this as a template checkbox.

  6. Select Next.

  7. Complete the required fields within the Add More Details page.

    Note

    All fields except the four standard fields: Industry, Function, Experience Level, and Type of Employment will not populate.

  8. Select Next.

  9. Add the Hiring Team information, including yourself as a user.

  10. Enter a Target Start Date (this is for informational purposes only and is not retrieved when the template is applied).

  11. Select Save.

Use a Job Template to Create a Job

Once a template is created, you can utilize it to quickly generate new requisitions.

Steps

  1. Type in the job title.

  2. Select the desired template from the Use a Template section of the dropdown list.

    Displays the search box for Job Title and an example of the options to find a job template when you are creating a job after you add the first few characters of the title.

  3. Access more options if needed by selecting the Use Template button on the top right of the job title field or the See More button at the bottom of the search dropdown.

  4. Update the job title once the template is applied to ensure it is specific to the new opening.

    Displaying the list of available Job templates during the Create step of job creation that you can select to streamline the job creation process.​

Modify an Existing Job Template

You can update template content to ensure future postings reflect the latest information.

Steps

  1. Go to the Jobs list.

  2. Search for the job template by its name.

  3. Navigate to the Job Ad tab.

  4. Select Edit to update the content or settings.

    Note

    Important Governance Rule: Editing a template does not retroactively update jobs previously created with that template. Changes only apply to new jobs created after the update.

    Watch the video below for more information about creating job templates.

    This video is for demonstration purposes. Any references made in this video to previous or later videos in this course (including titles, numbers, links, or sequence) may differ from the current course structure. Additionally, some functionalities shown may have evolved over time due to ongoing enhancements or business decisions.

Add an Interview Scorecard to a Template

Adding scorecards to a template ensures specific evaluation criteria are automatically assigned to new jobs.

Steps

  1. Access the job template via the Jobs tab.

  2. Open the template and make any necessary changes to the job ad or job details information.

  3. Add an Interview Scorecard by selecting the Hiring Process tab.

  4. Scroll to the Interview Scorecard section.

  5. Use the Add interview criteria bar to search for and add specific competencies or skills.

  6. Add optional descriptions for the criteria if necessary.

  7. Select Add.

    Note

    Scorecards can be added to jobs through both organization field settings and job templates. When both are configured, scorecard criteria may be applied from multiple sources.

Summary

  • Job templates in SmartRecruiters streamline job creation by pre-populating key fields, saving time and effort.
  • Templates ensure consistency in job postings and maintain a professional brand image.
  • Users with an administrator or extended role can create and edit job templates within the Create Job area.
  • Templates can be easily found and used when creating new jobs, and they can be further customized. Make sure that you use a naming convention when creating a job template.

Learning

SAP FacebookSAP YoutubeSAP LinkedIn