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Create a candidate.fyi general template
Create a candidate.fyi general template
Updated over a week ago

Overview

The 'candidate.fyi General Template' serves as a master blueprint for new job portals within the candidate.fyi platform. By creating a comprehensive template job in your ATS, you can streamline the activation and customization of new job portals. This template will act as your single source of truth for standard settings and content, saving significant time and effort.

Step 1: Setting up the General Template in Your ATS

  1. Create a New Job Opening: In your ATS, set up a new job opening. Name it 'candidate.fyi General Template' or a similar recognizable title.

  2. Input Basic Details: Fill in the necessary information such as job description, requirements, and other details as placeholders.

  3. Keep it Open: Ensure the job status is set to 'Open' so that it syncs with candidate.fyi.

Step 2: Importing the Template to candidate.fyi

  1. Sync with candidate.fyi: Wait for the new job template to automatically pull into candidate.fyi under the 'To Activate' section.

  2. Verification: Once pulled over, check that all details from the ATS are correct and complete.

Step 3: Building Out the Portal Template

  1. Activate the Job: In candidate.fyi, navigate to the 'To Activate' section and click on 'Activate' next to your general template job.

  2. Set Stage Mappings: Configure the stage mappings to reflect the candidate's journey accurately. Ensure that each stage is appropriately labeled and described.

  3. Customize Content Blocks: Add and customize content blocks as needed. This might include company overviews, mission statements, benefits, and any other information you want to standardize across future job portals.

Step 4: Using the Template for New Jobs

  1. Create New Job: When you have a new job opening, start by creating it in your ATS as usual.

  2. Pull into candidate.fyi: After the job appears in the 'To Activate' section on candidate.fyi, begin the activation process.

  3. Copy from Template: Use the option to 'Copy Settings From Job' and select the 'candidate.fyi General Template' during activation.

  4. Customize for Specific Role: Make any job-specific customizations required, such as unique stage mappings, content adjustments, and team profiles relevant to the new job.

  5. Activate and Review: Activate the new job portal and review it to ensure all information is accurate and tailored to the specific role.

Best Practices

  • Regular Updates: Keep the template up-to-date with any changes in your company's hiring process, branding, or content strategy.

  • Clear Documentation: Document the purpose and contents of your template to ensure consistency in usage across the team.

  • Quality Assurance: Regularly review activated job portals to ensure they meet your standards and accurately represent the template.

By following these steps and best practices, you will have a reliable and efficient system in place for activating new jobs on candidate.fyi, ensuring consistency and quality across all your job portals.

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