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Using Templates for Portals
Updated over a week ago

Creating templates within candidate.fyi offers a strategic advantage by streamlining the setup process for new job portals, ensuring consistency, and saving valuable time. This guide outlines best practices for effectively creating and utilizing templates, with a focus on enhancing your recruiting process.

Preliminary Step: Integration with ATS

Before diving into template creation, it’s crucial to understand the foundational step:

  • Integration with ATS: Each job, including those intended as templates, must first be established in your Applicant Tracking System (ATS). This step ensures a seamless link between your job listings and the candidate portals in candidate.fyi, facilitating a consistent flow of information and a streamlined setup process.

Understanding Templates in candidate.fyi

In candidate.fyi, the ability to copy settings from one portal to another is a key feature that facilitates efficient management of job portals. Given that each candidate portal is directly linked to a job in your ATS (maintaining a one-to-one relationship), this feature allows for easy replication of settings and configurations, thus enhancing the setup process for new jobs.

Recommended Approach for Template Creation

To maximize the benefits of templates in candidate.fyi, we recommend the following strategy:

  1. Start with a General Template: Initially, create a general template that encapsulates the basic settings and configurations applicable across a wide range of job openings. This foundational template serves as a starting point, ensuring a consistent and efficient setup for every new job portal.

  2. Refine with Departmental or Location-Specific Templates: To cater to specific hiring needs, further develop your template strategy by creating variations for different departments or combinations of departments and locations. The decision to focus on departments alone or to include location aspects should align with your organization's hiring strategy. This tailored approach allows for adjustments to the unique requirements of various organizational sectors.

Activating a New Job with Templates

Activating a new job in candidate.fyi with the help of templates streamlines the setup process:

  • Select a Template: When activating a new job, choose an appropriate template from your existing collection. This template will form the basis of the new job portal's settings and configurations.

  • Automatic Configuration Copy: With the selection of a template, all its predefined settings, including stage mappings and blocks are automatically replicated in the new job portal. This feature not only saves time but also ensures uniformity across portals.

Key Benefits of Using Templates

  • Efficiency and Time Savings: By leveraging templates, you significantly reduce the manual effort and time required to configure new job portals.

  • Consistency Across Portals: Templates ensure that each job portal maintains a consistent look, feel, and functionality, thereby providing a uniform candidate experience.

  • Adaptability to Hiring Needs: The ability to create both general and specific templates allows for flexible adaptation to diverse hiring requirements, enhancing your recruitment strategy.

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