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To use a pipeline template, start a job’s pipeline from a built-in Jobin template or one of your workspace templates, and choose a default template for future jobs.

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What this gets you

  • Every job starts from the same proven process, which saves setup time.
  • Your team follows a consistent workflow.
  • Changing the default doesn’t affect jobs that already exist.

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Steps

  1. Open the job’s Workflow step.
  2. Start the pipeline from a built-in Jobin template or a workspace template, or apply a template to an individual job.
  3. Adjust the stages if you need to. See How to add stages to a hiring pipeline.
  4. To change the default for future jobs, choose the workspace’s default pipeline template. Existing jobs don’t change when you change the default.

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Ideas to get more from it

  • Make a workspace template for each type of client or role.
  • Set the template you use most as the default for future jobs.