FastTrack360 Version 12 Online Help

Find and Create Job Templates

Providing you have security permission to Add Job Templates, you can create a Job Template from the following areas within Recruitment Manager:

Master Job Template Screen

From the left hand menu, select Recruitment Manager > Jobs > Job Template to view a 'Template Master' page. From this list, users will be able to manage templates at the Office, Brand, Country levels (Global Job Template permission) and Parent, Client, Cost Centre (Parent, Client, Cost Centre Job Template permission items).

From the Job Template screen, click on the hierarchy or entity item required, then use Right Mouse Click and select Add Job Template.


Parent, Client, Cost Centre Screen

By selecting the 'Add' action from an entity (Parent, Client or Cost Centre record) 'Job Template' list.


Steps to create a Job template:

1

From the Master Job Template screen, select the relevant hierarchy, or entity. Right Mouse click and select Add Job Template

The Create Job Template screen is displayed.
Note: Depending on the hierarchy item some elements may not be available for population. For example a Job Template at Brand level cannot have Wage Costs or rates applied as there are a number of factors at the Job level (where the exact location of the work is known) which will impact on-costs and Wage Costs.



2

From the Parent, Client or Cost Centre screen, navigate to the Job Template list and select Add.

A lookup screen is displayed.

Use the Search action to find and select the required entity.

The Create Job Template screen is displayed.

Note: The 'Active' flag is ticked by default, if you are not ready for the template to be available for selection, un-tick this item.

3

Complete the mandatory fields and select Save.

The Job Template is created, with all relevant sections displayed to be populated as required.

4

Add in additional items required, for example Job Schedule, Referral Workflow, Skills.

 



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