ATS: Creating a Job
Kristin Payne avatar
Written by Kristin Payne
Updated over a week ago

Now that you have completed the setup of statuses, departments/positions, and pipeline templates it is time to create a job! Creating a job is broken down into three steps: Job Details, Application, and Pipeline.

Step 1: Job Details

Click the Jobs icon on the left panel of your account

Click the Create New Job button

Fill out the details about your job. Some fields are required and will be marked by a red asterisk. The job description box allows for rich text where you can bold, italicize, underline, and hyperlink.

Next, you can decide whether or not you'd like to allow agencies to apply to this job. You have three options as shown below:

Registered agencies are agencies that you have added to your account while unregistered agencies have not been added to your account. You can also choose "Selected Agencies" and then choose from a list of your agencies to select which agencies you'd like to be able to apply. For more information on agency apply from the employer's perspective, check out our help article.

On the Job Details page you will also determine whether you want your job to be Public or Private.

Public jobs will be displayed and available on your very own careers page. This careers page is something that can be embedded on your firm's website.

When a job is private, it is not externally facing. You can instead manually add candidates to the job or send the job link directly to candidates to apply.

Step 2: Application

The application is customizable and gives you the ability to use preset sections along with custom question sections:

When a preset section is added to the application you can determine if it is required or not:

With custom questions, you will have a questions bank where you can add any additional questions you want a candidate to answer. Once you add a question to the custom questions bank it would be available in the drop-down to use in the application.

Step 3: Pipeline

The last step in creating a job is selecting a pipeline template. The pipeline template will determine which statuses will be available to move candidates into as well as the automated emails associated with certain statuses. For more information on pipeline templates, check out this help article.

Editing Emails:

The automated emails will already be set for the statuses in the pipeline but in this step, you can edit the emails to customize them for this particular job. In each of the status buckets, you will see a pencil icon that will allow you to edit.

When in edit mode for the status bucket you will have the ability to edit already created emails and also create emails associated with statuses that don’t already have an email.

Some examples of things you might want to edit for an email would be a specific office location. You can insert the city name in the email or, if this is a callback invite email, you can insert the callback registration link into the email.

Once you have applied the pipeline to your job, you can select "Next" to create your job! The next step will be adding candidates to your job.

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