Creating vacancy templates
To create a vacancy template:
- Go to HCM.
- Under Recruitment, click Vacancy templates.
- In the Vacancy templates catalog, click Create.
- In the Vacancy template (create) window, fill in general details of a vacancy template:
- Description. The name or short description of a vacancy template.
- Position. A job position that a vacancy template is created for.
- Other details as necessary.
- On the Vacancy details tab, specify the job requirements and other information about a vacancy. To format the text, use buttons in the text toolbar. For example, change the font size, highlight text, or insert links.
- On the Stages tab, specify the vacancy stages. Use any of the following options:
- To populate all stages from the Vacancy stages catalog, click Fill.
- To add stages manually, click Add and select a stage from the Vacancy stages catalog.
- Optional: To rearrange the specified stages, use the following options:
- To change the order of stages, select one or several stages and drag them to the required position in the list. Alternatively, select a stage and click
or
to move it up or down the list. To select several stages, hold down Shift or Ctrl.
- To delete a stage, select it and press Delete on the keyboard or right-click it and select Delete.
- To change the order of stages, select one or several stages and drag them to the required position in the list. Alternatively, select a stage and click
- Click Save and close.
General details
In the Vacancy template (create) window, the vacancy general details include:
Field | Description |
---|---|
Description | The name or short description of a vacancy template. |
Code | A vacancy template ID. It is automatically generated when you save the vacancy. You can edit it. |
Company | The company that a vacancy template is created for. The field is available only if the Manage multiple companies checkbox is selected in Settings > Company. |
Department | The department that a vacancy template is created for. The field is available only if the Use multiple departments checkbox is selected in Settings > Company. |
Position | A job position that a vacancy template is created for. The positions list is based on the Positions catalog. |
Reports to | The employee to whom the hired candidate will report. The employees list is based on the Employees catalog. |