Creating vacancy templates


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To create a vacancy template:

  1. Go to HCM.
  2. Under Recruitment, click Vacancy templates.
  3. In the Vacancy templates catalog, click Create.
  4. 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.
  1. 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.
  2. On the Stages tab, specify the vacancy stages. Use any of the following options:
  3. 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 arrow_up or arrow_down 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.
  4. 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.

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