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Creating and Using Job Templates in Pinpoint

Create template job details for the roles you hire for regularly with Pinpoint's Job Template system

Peter Flickinger avatar
Written by Peter Flickinger
Updated over a week ago

Pinpoint's job template system enables you to save the details of your commonly used job vacancies for reuse when creating new vacancies. You can create these templates by either filling in an empty vacancy template or by grabbing the details from an existing job in your system.


How do I create template jobs?

You will need to have the Company Manager or Template permission to create and edit templates.

To create template jobs, follow these steps:

  1. Create New
    In Pinpoint's left-hand navigation bar, select the Templates menu under the Settings heading. From this menu, select the Job Templates page, and click the Create New button.

  2. Fill out Job Details
    Either complete all the required details for the job you want to template, or at the top of the page, select an existing job from your current vacancies to grab all the details from. Using this option will fill in all the details; you can then edit them as needed before you create the job template.

    Job templates are an accumulation of other templates:

  3. Create Job Template
    With all the details complete, press the Create Job Template button. The templates will then be ready to use for any newly created vacancies.


How do I use a template for a new job?

To use a job template for creating a new job, follow these steps:

  1. Select the New Job Button
    Choose the New Job button under the Jobs heading in Pinpoint's left-hand navigation bar.

  2. Select a Job Template
    At the top of the New Job page, use the Create a Job from a Template drop-down to pick one of your template jobs.

  3. Edit Job Details
    The details from the template will now be pulled into the various fields in the New Job page, so that you can tweak the details before publishing the job.


FAQs and Troubleshooting

What if I want to edit an existing job template?

You can edit an existing job template by navigating to the Templates menu, selecting the Job Templates page, and then choosing the template you wish to modify. After making your changes, be sure to save the template.

How do I delete a template job?

To delete a template job, go to the Job Templates page, locate the template you wish to delete, and click the delete option (usually represented by three dots) next to the template.

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