Occy's straightforward and flexible job creation process gets your roles live in minutes.

Follow the step-by-step guide below to get started.

Before Creating a Job

When creating a job, you will be given the option to add pre-saved text sections such as Company Benefits, About Company and DE&I sections. You will also choose a pipeline template, which contains the stages that candidates will go through during the recruitment journey.

Advert sections (including multiple benefits sections to suit each role) and pipeline templates can be created and configured at any time in the Settings area. To guarantee a quick and easy job creation and posting process, we recommend that you get these set up before creating your jobs.

Here are some handy links to guides on adding each of these sections:

• About Company, Company Benefits, and Company DE&I Statement - Pre-saved text sections that can be added to your advert text without the need to retype each time: Company Settings.
• Skill Settings - Add specific skills and criteria to enable the recruitment team to rate each candidate against each skill: Skill Settings.
• Pipeline Templates - Create and order the stages of your recruitment process (e.g. Shortlisted, Interview, Hired) and save them as a pipeline template: Pipeline Templates.
• Reasons for Rejection - List common reasons that candidates may be rejected, to select at the point of rejection: Reasons for Rejection.

Automations can be added and edited at each stage of your workflow when creating a pipeline template or in the Workflow tab of the job once it has been created. Click the link to find out how and what automations are available.

Step 1 - Create the Job Advert

Navigate to the Jobs section from the main menu. This is where you'll find lists of all your jobs, organised by status. From here, you can view, duplicate, repost, and close your jobs, as well as manage your candidates' progress within each job. Click the link to take a look around the Jobs section, and find out more info on job statuses.

• Get started by clicking the Create a Job button at the top of the page.

Simply add the industry category and job title, and Occy will give you options for how you'd like to continue, including:

1. If you have a relevant job template saved, you can select this, and the details will be used to create the job.
2. Occy AI will use the information in your account and its knowledge of popular job titles to create suggestions.
3. Click Continue with Blank to create a job from scratch.

The example below demonstrates creating a job from scratch. If using a job template or Occy AI, some of the following fields will be populated, but we recommend reviewing the text to ensure it fits the requirements of the job before continuing.

• Remember to start off by adding a job title at the top of the page.

Next, complete the job information:

• Department: An optional field that allows you to categorise job adverts using specific areas of the business. A list of departments can be created in the Settings area.
• Post Category: Choose the industry that the role belongs to.
• Level: The level the role sits at within the business.
• Employment Type: Full or part-time
• Job Type: Permanent, Contract, or Temporary. If you select Contract or Temporary, an Employment End Date field will appear to allow you to supply information on the length of the employment.
• Remote: Select whether the role is fully remote, hybrid, or on-site.
• Advert Expiry Date: The date the advert will close.

Note: After this date, you will not be able to move, perform actions on, or communicate with candidates within the job, so make sure to allow plenty of time for this when choosing a date. This date does not reflect how long your job will be listed on the job boards, which will be added later in the process. Admin users are able to extend the expiry date by editing the job, and other users can request an extension that must be approved by an admin user. Learn more at the bottom of the article.

• Pay & Pay Period: Add pay information and pay period, e.g. £30,000 - £40,000 per annum. Alternatively, use the No/Competitive salary tick box to hide the salary on the job boards.
• Budgeted: Select whether the role is budgeted or unbudgeted.

Note: This information is linked to the Approvals function. If you don't have Approvers assigned, you can leave this set to Budgeted.

• Location: Choose the location of the role. Add site, office, or general business locations in the Settings area.
• Keywords: Add keywords to your advert, such as alternative job titles and key qualifications, to help your advert reach relevant, quality candidates searching for similar roles.

• Next, it's time to add your job advert text. This is separated into three sections - Elevator Pitch, Job Description, and Requirements. There is a range of formatting options above each text box to help you create the perfect job advert.
• Save time by asking occy to create the job advert text for you using the information added to the Job Information fields above; simply click the Ask occy AI button, and text will be generated for each section.

Note: occy AI uses the information available to create job advert text, but this text has not been reviewed or optimised by our Copywriting team. To get the most out of your job adverts, we recommend using the Copywriting service to enable our team to implement changes proven to improve advert performance.

• If you have chosen to use occy AI to help create your job advert, text will be generated for each section. Accept or decline the text using the options at the bottom. If accepted, text can be edited within the section if needed; if declined, the blank text box will appear again.
• Click Retry for alternative suggestions. 

• Now, choose whether to add your About Company, Benefits, and DE&I sections to the job advert text using the tick boxes. If you have multiple Benefits sections saved, you can switch between these using the dropdown menu.

• Finally, click Next.

Step 2 - Configure the Hiring Process

Now it's time to shape what the hiring process will look like.

The Assessment section gives you the option to add internal forms to the job, giving the hiring team a uniform list of questions for reference and note-taking. This enables the team to assess each candidate equally and ensure no key details are missed, especially during interviews. 

Click Manage to be redirected to the forms library.

Attach the skills and qualifications saved in your skills library in the Skill Set section and rate candidates against each skill. Save time and click Ask occy AI to generate suggestions from your library.

Click Manage to be redirected to the skills library.

Now add your hiring team. Each dropdown will show a list of users with the relevant permissions. You can select one hiring manager and multiple recruiters and interviewers. The hiring team can be changed at any time to ensure your team stays notified of any updates when team circumstances change.  

Note: If the hiring manager has an approver assigned to them, the job will be sent for approval before you are able to post it. While awaiting approval, the job will remain in the Drafts tab.

Next, add a pipeline template to map out the stages that candidates will go through during the recruitment process (e.g. Shortlisted, Interview, Hired).

Choose a pipeline template from the dropdown menu, or click Manage to go to the pipeline template library. You can add or remove automations from the template in the Workflow tab of the job, if needed, once the job is created.

Click Next at the bottom of the page.

Step 3 - Create the Campaign

Post your job in three steps.

Campaign Details

Fill out the information in the Campaign Details section, including:

• Campaign Start Date: When you would like the advert to be posted.
• Campaign End Date: The last day you would like the campaign to be live for.
• Repeat After: Automatically repost the advert after the specified number of days (until the campaign end date is reached) using the Repeat After field. Please note that repeat posts to paid job boards will be charged for each repost.

Note: The campaign end date is different to the advert expiry date, as it relates to the end advertising date. Ensure that the campaign ends before the advert expires to give the hiring team time to process the candidates. 

Select Channels

Select the channels that you would like to post to. Choose from a range of channels, including paid and free board bundles, your careers site, and custom API integrations to post to simultaneously.

If you have been assigned an Approver, the job will be sent for approval before you can advertise the job.

Job Board Expiry Info: The maximum posting time on the paid job boards varies by board; we will post for the maximum allowed time aligned with the campaign end date. The free boards are a network of boards that aggregate adverts from a single source. As we do not post directly to these boards, we are unable to close adverts on them immediately, and the advert may take longer to be removed once closed.

Request Copywriting

If posting to the Premium or Lite channel, you have the option to request copywriting for free. Our copywriting team will review and optimise your advert, provide feedback, and suggest further areas to increase advert performance. Once the copywriting process is completed, your advert will be posted. Click the link in the article to find out more.

Finally, click Advertise to post your advert.

If you're not quite ready to post your advert, click Skip, and the advert will be saved in the Drafts tab of the Jobs section.

Use the icon in the Actions column to create a campaign at a later time.

Extending Advert Expiry Dates

Once an advert has reached its expiry date, actions such as sending communication, interview invites, forms or moving candidates to different stages are no longer able to be performed to ensure accurate analytics data.

Advert expiry dates can be extended at any time before the advert reaches the expiry date.

Admin users can extend the date directly, and users without the Admin permission can request an extension.

• Click the Extension  in the Actions column of the job in the Jobs section.

• If you are an admin user, simply extend the advert expiry date and click Save.
• If you are a user without the Admin permission, click the Request Extension text under the Advert Expiry Date.
• Next, choose a new advert expiry date, add a reason for the extension and click Save. The request will be sent to an admin user for approval.

Alternatively, click the Edit Job pencil icon and follow the process using the Request Extension button under the Advert Expiry Date.