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Guide to Job Templates

Job Templates are used to streamline the posting process and increase standardization. Job templates can be used to post a job or start a requisition. When using a template, fields will populate during the posting process.

Table of Contents

Tips for Effective Job Templates

Check out our 9@9 webinar recording that provides some tips on making the most out of your job templates.

You can also view other 9@9 webinar recordings and sign up for future webinars here.

Navigating to Job Templates

  • All configurations to job templates are done from the "Job Templates" sub-menu found under Administration. To begin, click Administration from the menu bar.


  • Click Job Templates on the left-hand side.


  • When you arrive, you will see previously created job templates.


Add a New Job Template

  1. To add a new job template, click Add Template.


  2. A modal should appear like below. Enter the information for your Job Template. 
    For more information about the fields, please refer to the Job Template Fields section.


  3. Click Add Job Template when done.

Edit a Job Template

If an existing job template needs to be updated, it can be done from the job template menu. 

  1. Click Edit towards the right of job template to edit.


  2. Edit the job template as needed.
    For more information about the fields, please refer to the Job Template Fields section.


  3. Click Save Changes when done.

Duplicate a Job Template

If an existing job template can be reused for another job template, you can duplicate the template and make minor modifications.

  1. Click Duplicate to the right of the job template.


  2. A modal will appear to add the duplicate template with the same information as the job template you are duplicating. Make any adjustments as needed to the job template.
    For more information about the fields, please refer to the Job Template Fields section.


  3. When finished, click Add Job Template.
  4. There will be a confirmation message that the job template has been added.


Deactivate a Job Template

A job template can be deactivated if it should no longer be used.

  1. Click Deactivate to the right of the job template.


  2. A confirmation modal will appear. Click OK.


  3. There will be a confirmation message that the job template has been deactivated.


Viewing and Reactivating a Job Template

If a job template has been deactivated, it can be reactivated from the job template menu.

  1. Click the Yes/No toggle to show deactivated job templates.


  2. Click Activate to the right of the job template name.


  3. A confirmation modal will appear to confirm the activation. Click OK to confirm.


  4. A confirmation message will appear in the top left if successful.


Preview Job Template

Before finalizing a job template, preview the job template and verify the information presented.

  1. Click Preview towards the right of the job template.


  2. Confirm that the preview is to your liking.


Job Template Fields

  • Job Title: Job Title to be advertised.
    • The job title on a job ad should be an industry-recognized title and can differ from your internal job title.
  • Job Description: Your job ad.
  • Additional Requisition Information: This box will be hidden if just posting a job and not creating a requisition.
    • Tables and questions can be added to the template and will appear during the requisition creation process when the template is selected.
    • You can use custom fields to collect information from the requisition creator, instead of this box.
  • Postal Code: Where the job will be posted. Required by job boards. Can post to multiple locations.
  • Job Posting Fields: any fields in this section are custom and controlled by the system admin.
  • National Posting: To distribute your job posting to job board partners as a ‘National’ Posting.
    • This does not mean this posting will show up for all zip codes searched. Candidates must type ‘National’ in the location field to see it.
    • Visibility may be impacted. Not all job boards will accept the National Posting.
  • Telecommuting: To flag this position within the ATS as ‘Telecommuting’.
    • Use Telecommute in the job description; this will assist job seekers to easily find this position. (May be used instead of the toggle.)
  • Auto Responder: Will send the candidate an email letting them know that their submission has been received.
    • Select any auto responder email template created.
  • EEO (Equal Employment Opportunity) Category: This is optional and will be used in your AAP report to track candidates who participate in the voluntary affirmative action survey.
  • EEO Group: This is optional and can be used to group similar jobs together into one category.
  • Onboarding Location: This is the location you have set up in your onboarding solution for the job.
  • Designated Batch Size: Only displays if candidate batching is turned on. Can be changed when template is used.
  • Number of Openings: Defaults to one. Can be changed when template is used.

Screening Questions

For additional information regarding screening questions, please refer to: Screening Question Descriptions

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