Job Templates

The job templates feature in Occy allows you to create and save job advert text for roles that you frequently recruit for. Save time and create consistent, professional job adverts with job templates.

Save time and improve advert performance by requesting copywriting on job templates so you only have to complete the copywriting process once, allowing you to benefit from our team's expertise in job advert optimisation, even when posting to your careers page or the free network.

This article will guide you through creating and using a job template.

How to Create a Job Template

Create, store, edit, and delete job templates from your Settings area.

Note: You must have the Admin permission to create job templates.

• Get started by choosing Settings from the main menu, followed by Templates, and Jobs.
• Next, click the +New Template button.

Add a job title at the top of the page and then complete the fields in the Job Details section:

• 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
• 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, add the advert text into the Elevator Pitch, Job Description, and Requirements sections.

At the bottom of the page, you can request the Occy Copywriting service. Our team will review and optimise your job advert to boost its performance. Once complete, you’ll receive feedback along with additional tips to further enhance your advert.

Click Save at the top of the page to add the template to the job template library. 

If you have requested copywriting, you can track the process from the Copywriting section in the Settings area. The template will appear in the template library once copywriting is completed.

How to Use a Job Template

There are two ways to create a job using a template: directly from the Job Template library or when creating a job in the Jobs section.

From the Job Template Library

• Open Settings from the left menu, select Templates, followed by Jobs
• Find the relevant template you wish to use and click the Use Template action button

The template information will populate a new job in the job creation process. Continue through the steps to finalise, save, and post the job.

From the Jobs Section

• Navigate to the Jobs section from the main menu and click the +Create a Job button at the top right of the page.
• Then, choose the post category and add the job title of the template.
• Finally, choose the job template from the options that appear and continue with the job creation process to finalise, save, and post the job.