Create a Job

Job refers to a specific employment opportunity or position that needs to be filled within an organisation. It serves as a central hub for all related information, including job descriptions, requirements, candidate applications, and hiring stages, facilitating the recruitment process and enabling efficient management of vacancies.

Creating a job within Xeople Recruit offers several benefits:

  • Jobs provide a structured framework for managing the hiring process, helping you stay organised by centralising all related information in one place.

  • By standardising the process for posting job openings, tracking candidate applications, and managing hiring stages, creating jobs streamlines recruitment workflows and improves efficiency.

  • Job postings clarify the requirements, responsibilities, and qualifications for each position, ensuring that both recruiters and candidates have a clear understanding of what is expected.

  • Jobs promote consistency in the hiring process by establishing uniform criteria and procedures for evaluating candidates, reducing the likelihood of bias or inconsistencies.

  • Creating jobs allows recruiters and hiring managers to collaborate more effectively by providing a centralised platform for sharing information, feedback, and updates throughout the recruitment process.

  • Jobs enable organisations to collect and analyse data related to their hiring efforts, such as application rates, candidate demographics, and time-to-fill metrics, empowering data-driven decision-making and continuous improvement.

  • By documenting job postings, applications, and hiring decisions, organisations can maintain compliance with legal and regulatory requirements governing the hiring process.

Explanation of certain fields on the create job screen:

  • Job Category: Categorisation of job roles based on similarity or function.

  • Job Rank: Position or level within the job hierarchy.

  • Job Type: Classification of jobs based on employment status or nature (e.g., full-time, part-time, contract).

  • Functional Expertise: Specific skills or knowledge required for the job role.

  • Job Tags: Keywords or labels associated with the job for easier search and categorisation.

  • Head Count: Number of positions available for the job.

  • Filled date: Indicates the target deadline set by the recruiter to fill a job posting.

  • Open Date: Indicates when applications are eligible to begin the job application process.

  • Job Expiry Days: Duration until the job posting expires or is removed from listings.

  • Primary Owner: A primary owner has overall responsibility and authority for a job. By default, the current user (creating the job) is set as the primary owner and displayed above the job owner field. If the current username is removed from the Primary Owner field and another user is selected, the selected user becomes the primary owner.
  • Owners:  A job owner manages specific aspects or phases of a job, reporting to the primary owner and sharing responsibilities with the team.

Create a Job

Note: Prior to creating a job, it's essential to add or configure the Job workflow from the masters. For detailed instructions on configuring a Job Workflow, click here: Setup a New Job Workflow Hiring Process.

To read more on Job workflow and its stages, click here: Understanding Job Workflow and its stages.

Information: You have various ways to create a job in the Xeople Recruit CRM. Click on Jobs in the main navigation header bar to add a job or choose a job workflow and create it from the job landing page. Alternatively, use the quick add job panel located on the top left of the navigation bar.

To add a job from the Jobs options in the main header bar, follow these steps:

  • Navigate to the main navigation header bar and click on Jobs.
  • Click on the (+) button to check the two options.

Jobs - Add Job

  • Select either Complete a Form or Use a Template based on your preference.

Create a Job - Options

Information: Selecting Complete a Form opens a form for entering job details, while choosing Use a Template provides options to create a new template or use existing ones. For additional information on adding a Job Template, click here: Job Template.

Note: When creating a job from various menus or templates, the default workflow is automatically selected. However, you have the option to choose any job workflow from the dropdown menu if you prefer not to use the default one.

Note: If a job is already mapped to a job workflow and candidates are linked to it, you won't be able to change the workflow when editing the job. Only jobs without mapped candidates can have their job workflow modified.

  • Fill in all the required fields and click Save.

Note: If you have chosen the Publish to Job Boards option, after saving, you will be directed to the Job Boards page. From there, select the desired job board and click Continue to publish the job. If not, you can publish it later. For more information about Job Posting, click here: Job Posting.

Information: To find more details on the Job Tag, Map Application Form or Publish job to job boards, click here: Job Tags, Map Application Form, Manage Job Posting.

Information: This Job will be added under the selected workflow which was choose at the time of creating a job.

Jobs - Add Job

  • To edit, clone, view or close a Job, click on the three-dot button and select the required option as needed.

Job Landing Page - Three-dot - Edit, Clone, View, Close Job

Similarly, to add a job from the Quick add Job panel, follow these steps:

  • Navigate to the main navigation header bar and click on the Quick add Job (+) on the top left side.
  • Select Job and follow the steps outlined above to create a new job.

Note: You have limited options for adding a job. If you wish to include additional options, click on Configure Job Fields located at the top right corner, select the desired fields, and then click Save.

Quick add Job - Add Job 

Similarly, to add a job from the Job Landing page, follow these steps:

  • Navigate to the main navigation header bar and click on Jobs.
  • Select a Job Workflow and click on (+) Add Job.
  • Fill in all details in the form and click Save.

Information:  Upon creating a job from the job landing page, if you selected a different job workflow from the Job Workflow drop-down, consider checking the created job under that specific workflow.

Note: If you have created only one Job Workflow, clicking on Jobs will automatically redirect you to the Job Landing page, as there are no workflows to select.

Jobs - Job Landing Page - Add Job