Standardize the recruiting process by creating a predefined set of steps to be used across all position workflows.

Require Using Step Templates

Decide whether using step templates is required:

Visit Company Settings > Data > Step Templates > Using Step templates.

  • Required: Require teammates to select from the list of step templates when creating steps in a workflow.

  • Not required: Teammates with editing permission will be able to create new steps that are not included in the templates.

Add New Templates

To create a new Step template:

1. Click Add Step.

2. Choose a Recruiting stage from the dropdown menu.

  • Sourcing: Identifying and engaging candidates.

  • Application screening: Filtering applicants.

  • Screening interviews: Initial interviews.

  • Assessment: Tests, simulations, and interviews to evaluate candidate skills.

  • Advanced interviews: Interviews with peers and managers.

  • Reference: Reference checks.

  • Offer: For preparing, approving and extending offer

3. Create a name for your new template.

  • Step template names must be unique. 

  • Give Step templates clear names that can be understood across the company. For example, instead of naming a step John's Interview try 1st Peer Interview.

4. Choose the step type for this template from the dropdown menu.

  • Go/No-go: A Yes or No decision whether to advance or reject a candidate.

  • Interview: For scheduling and conducting interviews.

  • Administrative: For internal administrative steps.

  • Offer: For generating, approving internally and sending offer letters to candidates. Learn more.

5. Select default participants by role.

6. Click Save. 

Edit Existing Templates

To edit an existing Step template:

1. Click on an existing step template to select it.

2. Edit your template and click Save

Note: Changes made to existing Step templates will only effect future workflow steps, not those that have already been completed.

Archive Templates

Archive Step templates to make them unavailable for use. Archiving templates does not affect candidate or position workflows already utilizing the template. Archived templates can be reactivated for later use. 

To archive an existing Step template:

1. Click on an existing step template to select it.

2. Click Archive in the bottom left-hand corner. 

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