Job Templates


Create a Job Template



Job Templates are where you create and align all onboarding templates to your jobs. You can customize each template with sections, forms, and videos. 

Important Note

  • You have the option to alter the plan under the individual if they are being hired for seasonal or temporary work and might not need all the information customized for the standard template.


  1. Navigate to Job Templates tab
  2. Fill in fields under Configure Template
    • Select Job Template: Select a pre-existing template to build upon
    • Template Sections: Check sections to add to the template
      • Note: This will add to the job's Onboarding Plan.
    • Template Forms: Add forms to your template
    • Template Videos: Add videos to your template
  3. Click Save Template near the top of the page
    • Note: This will align the template to your job, so anyone who is hired with this job title will automatically receive this onboarding plan.

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