Project Templates
Project Templates enable recruiters and HR team leaders to set Project Templates for future projects. It provides a way to define a common workflow for all recruiters.
User access
Can be created and edited by Admin users.
Regular users can see and initiate new recruitment projects from Project Templates. They can not edit the Template itself.
Project Template Settings and Analytics
Project Templates are excluded from statistics.
You can not import candidates into a Project Template.
You can not add members to a Project Template.
Creating a new Project Template
By clicking "+Create" button on your Dashboard, you can choose to start creating a new Project Template.
It will open the Edit Project Template view to add Basic details and setup Stages for the Template:
Saving a Template looks similar to the Edit Project view with some differences:
Project Template does not have an End or Start date
Project Template does not have a Status (in progress; finished; etc)
Project Template can not have additional Project members
Categorizing all added stages is required
After Saving and entering your Project Template view, you will notice further simplifications:
It doesn't have activity menus as a template will not contain candidates.
It doesn't have Job Ads or Project Statistics menus.
Project Templates allow adding automated stage actions. This helps you to create a candidate journey and an expected recruitment pipeline timeline for your organization. Initiating a project from the template will bring over added automations.
The only limitations to adding automated actions in a template are:
It is not possible to add actions that run at a specific time in the future.
It is not possible to add the interview scheduling automatic action.
Initiating a new Project from the Template
Initiating a new Project from a Project Template is available through different views.
You can enter the Templates tab on your dashboard and click on the Template Card menu:
In addition, the "+ Create" button on your dashboard with the "Project" option will now automatically offer existing templates. You an decide if you wish to take a Template as the basis or start a new project entirely:
After clicking "+Create project", a new project is created using the information in the Basic details and Stages. The project will include all automated actions that exist in the template.
What's the difference between using a Project Template and Cloning an existing project?
The stages and actions are copied using a similar logic as when cloning a project, with some decisions made for the user:
The stage visibility settings (show/hide to limited users) are automatically copied over.
The actions are automatically copied over. The actions that run under a specific user will be copied to run under the new project manager, as is the behaviour during cloning.
You can Edit visibility settings and Automated actions after saving a project from the template.