Use the Job Templates page when you need to find and manage existing Job Templates. This page works differently from standard search pages because the results depend on the hierarchy item you select first, then the value you enter in Search Template.
📌 Note: The Search Template bar searches only within the selected item. If you want to search for all templates at once, click on Job Templates before searching.
Search Job Templates
Go to Recruitment Manager, then click Jobs.
Click Job Templates, then the Job Template page opens.
Review the page layout, then use the Hierarchy panel on the left to narrow the templates you want to view.
Click a hierarchy item, then review the related templates in the Job Template list on the right.
Enter a value in Search Template, then click Search to narrow the list within the selected hierarchy level.
Understand the search page
This shows these main areas:
Hierarchy on the left.
Job Template list on the right.
Search Template above the list.
Action on each template row.
Manage Layout above the template list.
Understand the hierarchy
The Hierarchy panel controls which templates appear in the list.
This shows top-level items such as:
Country
Brand
Office
Parent
Client
Cost Centre
The number in brackets shows how many related templates are available at that level. For example, the screenshots show examples such as Country (5), Brand (2), Office (13), Parent (12), Client (135), and Cost Centre (11).
Expand or collapse hierarchy items
Open the Job Templates page, then find the hierarchy level you want to review.
Click the + icon to expand that level and show more detailed records.
Click the - icon to collapse that level and hide lower records.
Click a specific record, then review the filtered template list.
Search within the selected hierarchy level
Click the hierarchy node you want to search within.
Enter a value in Search Template, then click Search.
Review the matching templates shown for that selected hierarchy level.
📌 Note: If you click Client, the search runs within client-level templates. If you click a specific client record, the search runs only within that client’s templates.
Search values you can use
Based on the visible grid content in the draft, the search can help you find template-related values such as:
Template Name
Position Type
Skill Group
Position
Client Position
Entity Name
Entity No
Purchase Order Group
Purchase Order No
Referral Workflow Name
Timesheet Frequency
Job Rate Frequency
Rate Type
Pay Agreement
Status
🤓 Tip: Start by selecting the most specific hierarchy record you can, then use Search Template to narrow the results faster.
Review the Job Template List
Select a hierarchy item, then review the templates shown in the Job Template list.
Check the result count in the heading, then confirm you are viewing the right group of templates.
Review the visible columns, then adjust the layout if you need more detail.
Use the buttons above the list
Search
Export
Reset
Manage Layout
Collapse or expand arrow
These buttons work as follows:
Search runs the search using the value entered in Search Template.
Export exports the templates currently shown in the list.
Reset clears the search value and reloads the list for the current hierarchy selection.
Manage Layout opens the layout window so you can control which columns appear in the list.
The collapse or expand arrow collapses or expands the main template section.
Manage the Template List Layout
Open the Job Templates page, then click Manage Layout.
Review the current visible columns, then remove, reorder, or add columns as needed.
Click Apply, then review the updated template list.
Controls in Manage Grid Layout
These controls in Manage Grid Layout:
Up and down ordering controls.
A delete icon beside current columns.
Reset Layout
Add Columns
Apply
Cancel
These controls work as follows:
Reset Layout returns the list to the default layout.
Add Columns opens the Add Column window.
Apply saves the changes.
Cancel closes the window without saving.
The delete icon removes a column from the visible list.
The up and down controls change the display order of visible columns.
Available Columns for Job Templates Search List
Entity Name
Entity No
Position Type
Template Name
Skill Group
Position
Client Position
Purchase Order Group
Purchase Order No
Referral Workflow Name
Timesheet Frequency
Job Rate Frequency
Rate Type
Pay Agreement
Pay Agreement Description
Pay Ord Rate
Pay Condition Variables
Bill Agreement
Bill Agreement Description
Bill Ord Rate
Bill Condition Variables
Pattern Name
Pattern Type
No of Days / Weeks
Status
Job Owner
Created By
Add more columns
Click Manage Layout, then click Add Columns.
Select the columns you want to include, then click Add.
Click Apply, then review the updated list.
Use the Action Menu
Find the template you want to manage in the Job Template list.
Click Action, then choose the option you need.
Complete the next step for that action.
Action options:
Copy
Edit
Delete
These options work as follows:
Copy creates a copy of the selected template so you can reuse it.
Edit opens the template so you can update it.
Delete removes the selected template.
Common examples
Find a template by name
Go to Recruitment Manager, then click Jobs.
Click Job Templates, then select the relevant hierarchy node.
Enter the template name in Search Template, then click Search.
Review the matching result in the template list.
Find all templates for one client
Expand Client in the Hierarchy panel.
Click the required client record, then review the matching templates shown in Job Template.
Enter a search value in Search Template if you need to narrow the list further.
Reuse a template
Find the template you want to reuse, then click Action.
Click Copy, then continue the copy process from there.
Update a template
Find the template you want to update, then click Action.
Click Edit, then update the details and save your changes.
Remove a template
Find the template you no longer need, then click Action.
Click Delete, then confirm the deletion if prompted.