How do I create a Vacancy Template?
The creation of a Vacancy Template is a relatively simple process.
As part of Phase 2 of your Implementation, you'll have already identified the Vacancy Templates you need to create and the fields which should be completed.
When creating a Vacancy Template you're actually following the same process as creating a Vacancy you wish to publish and recruit agains - the only difference is that you'll be ticking a box labelled Mark as Template.
To create a Vacancy Template, first log in to your Eploy Core System.
Next, click on the orange Create button (within the Blue Bar), then click Vacancy.
Tip you can also create a Vacancy by going to View > Vacancies > New Vacancy > Blank Vacancy.
You'll now be looking at the Create Vacancy page - this is where you enter all of the Vacancy information you'll need to capture as part of your template.
From this point, refer to the preparation work you completed during Phase 2 of your implementation and fill out the Vacancy as required.
Important if you forget to click the Mark as Template tickbox before clicking save, Eploy will create a regular Vacancy and you won't be able to convert it to a template - you'll either have to copy the vacancy or create a new one from scratch.
Tip if you've decided that you don't want to create some dedicated Vacancy Templates and want a simple blank form for your Hiring Managers to fill in, you'll still need to fill in the Mandatory Fields. If you don't know which these are, click the Save button without filling anything in and the resulting Error message will let you know which fields are mandatory and therefore need filling in.
Testing your Vacancy Templates
Once you've configured your Vacancy Templates you'll need to ensure that you include them within your testing plan for Phase 4 of your Implementation.
Within your Teamwork project, please navigate to the Files tab, then open the Phase 4 folder. In here you'll find the Customer Testing Example Scenarios spreadsheet. This document has two worksheets - the first is a list of example/recommended test scenarios. The second is a dedicated area for you to add your own test scenarios.
This second worksheet is broken down in to the main stages of a recruitment process. We'd recommend that, as you complete your Vacancy Templates, you should add a line for each template within the Raising a Vacancy & Sending for Authorisation section.
Doing this as you build each template will ensure that you don't forget to test them when you move in to Phase 4; but also, by testing each template you can be assured that they are behaving as required.
Further Information
Tip to view many of the articles contained within our main Knowledge base you'll need to first access it via your Eploy Core System - log in, then use the ? icon within the blue bar and select Knowledge Base. If the link above doesn't work, please do this then try the link again - if it still doesn't work, please let your Implementation Manager know.