Job Templates


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Create a Job Template


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


  1. Navigate to Job Templates tab
  2. Fill in fields under Configure Template

    • Select Job Template
    • Template Sections
      • Note: This will add to the job's Onboarding Plan.
    • Template Forms
    • Template Videos
  3. Save Onboarding Job Template by selecting Save Template
    • Note: This will align the template to your job, so anyone who is hired with this job title will automatically receive this onboarding plan.

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.

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