How to set up Job Templates
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Job Templates
The recruitment process involves a series of specific tasks that must be completed to hire an employee for a job vacancy. Job Templates are essential tools in this process, as they outline the tasks required at each stage of recruitment for a particular job. These templates not only define the tasks but also specify the order in which they should be completed and the expected duration for each stage.
When creating a Job Template, you assign the responsible person(s) for each step and set the time frame for task completion. Additionally, Job Templates can be duplicated, making it easier to apply the same recruitment process to similar roles as needed. This streamlines the recruitment process, ensuring consistency and efficiency across similar job positions.
How does it work?
There are several steps to set up a Job Template as outlined below.
Step 1: Create a Job Template
View the Saved Job Template
Step 2: Add Tasks to the Job Template
Add the Tasks to be completed for the selected job and the number of days in which they should be completed.
Task Name: Enter a user-defined name.
Completed (Days): The amount of days given to complete the task.
Order: The order in which the task will be executed.
Repeat this process for each task.
View Saved Tasks
Step 3: Select Job Roles for Task
Once a Company is selected, the list of Jobs within it will be displayed in the Job Roles drop-down list.
After the task has been created and expanded by clicking on the + sign, click the Remove Company Filter button. Removing the filter will allow you to change the Company by clicking on the Company drop down list to select from the list of companies. Note the Add Filter button is displayed so you can toggle the buttons if you wish.
In each blank field, select the Company, Department, Job Role and Employee who is responsible for completing the Task.
Once the Job Role has been selected, click the Pno (Position Number) dropdown list – a listing of all employees within the Job will be displayed. Select the appropriate person to complete the task.
Multi-Company Setup means you are not restricted to selecting from the Company in which the Job is to be recruited.
In the above example, the Job to be recruited is in Banda Furnishings Ltd (T&T) but the employee who is responsible for the selected recruitment task is employed at KHD Fresh Food Marketplace.
Company: Auto-selected based on the company the Job Template was created for.
Department: Select the employee department.
Job Roles: Select the employee job.
Pno: Select the employee position number.
First Name: Select the employee first name.
Last Name: Select the employee last name.
Repeat the process to select any number of persons from multiple departments who are jointly responsible for completing the task.
Step 4: Duplicate a Job Template (To create additional Job Templates)
- Duplicating a Job Template minimizes data entry as all Tasks and associated Roles will be duplicated for the new job.
- A Job Template can be duplicated for any job.
- You may edit the Job Template after it has been duplicated.
- You will receive the following message indicating that the duplication was successful.
View Duplicated Job Template
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