Template

Recruitment Templates

The Recruitment Templates module allows you to create, organize, and store reusable text documents for your hiring process. You can use this to standardize job descriptions, email communications, interview questions, and offer letters so your HR team doesn't have to write them from scratch every time.

When Do I Use This?

• When creating standard email responses for candidates (e.g., "Interview Invitation", "Rejection Letter").
• When standardizing job descriptions for frequently hired roles.
• When drafting templates for employment offer letters.
• When building a shared repository of structured interview questions for hiring managers.

How To Use

Creating a New Template

1. Go to Recruitment → Templates from the main menu.
2. Click + New to create a blank template.
3. Enter a clear Name (e.g., "Standard Rejection Email").
4. Assign a short Code for quick searching (e.g., "REJ-01").
5. Type or paste your content into the Body section. You can use the formatting tools to add bold text, lists, and headers.
6. Click Save.

Organizing Templates into Categories

You can group similar templates together so they are easy to find.

1. Create a main template to act as a folder (e.g., "Offer Letters").
2. When creating a specific template (e.g., "Junior Accountant Offer"), select "Offer Letters" in the Parent field.
3. You can also add sub-templates directly from the main template's screen using the detail table at the bottom.

Field Descriptions