Position templates allow you to rapidly create OnDemand positions at scale.
Please note: Only users with the role Account Admin or Team Admin can create and edit position templates. Team Admins can only create templates for the assigned team. Users who are not an Account Admin or Team Admin must be assigned to a team to use the position template when creating positions.
To create a position template, follow the steps below:
- At the top of the page, select Templates.
- At the top right, click Create New Template.
- Name the template, and then choose the team under Team Access.
- At the bottom of the page, click Save and Continue.
- The position is now saved in Draft mode. You can add the rest of the position details. Use the menu on the left side to go through each section of the position details.
- At the top of the position details, you can use the Restrict Position Editing button to restrict users who create positions with the template from editing the position. The position will not be able to be edited except for the titles, custom fields, and integration fields (i.e. Requisition ID).
Please note: For position templates that use Assessment models, the Restrict Position Editing button is automatically turned on to ensure consistency for the accuracy of the results. Restrict Position Editing allows you to have more control over the positions that are created.
Please note: With Restrict Position Editing turned on, Account Admins and Team Admins can still edit the position template.
7. In Custom Fields, fill out each applicable field. When a user creates a position with this template, they will be able to edit the selections in each custom field.
8. In Questions, add the interview questions.
Please note: With position templates, you will not be able to add a file or special instructions to a question.
Please note: You cannot create a custom CodeVue question with position templates. If you want to add a CodeVue question to a position template, you will need to add it from a question template or question bank.
9. In Automated Actions, add triggers and actions.
Please note: With Automated Actions, the action copy to position will not work with position templating. Since the position template can be used for multiple positions, copy to position cannot be templated. You can add that rule in automated actions after creating the position.
10. In Candidate Experience, choose the intro and closing videos and the branded theme.
Please note: Branded theme always defaults to that team’s default theme.
11. In Point of Contact, the default team point of contact will populate. If there isn’t a default team point of contact, it will default to the account point of contact. If no point of contact has been set up, then nothing will populate.
12. To publish the template, click Publish Template at the bottom of the editor.
Please note: To publish the position template, there must be a template name, team assigned, and add at least one question.
13. To delete a position template, click Delete Template at the bottom of the template editor.
Please note: When you delete a position template, existing positions created with that template will not be deleted.
14. You can toggle between published templates, archived templates and draft templates on the left side of the screen.