Company Templates
Managing company profiles (Agency mode)
What are Company Templates?
Company Templates are available when your account is set to Agency/Recruiter mode. They allow you to save reusable company profiles that auto-fill when creating jobs in the Recruitment Tool.
Benefits
- • Faster job creation — No need to re-type company info each time
- • Consistency — Maintain uniform company profiles across jobs
- • Easy management — Organize multiple client companies efficiently
Note: Company Templates are only visible in Agency/Recruiter mode. Switch to this mode in General Settings to access this feature.
Creating Templates
How to Add a Company Template
Navigate to Settings → Companies
Click "Add Company" button
Fill in template details:
• Company Name (required) — e.g., "TechCorp Inc."
• Location (optional) — e.g., "San Francisco, CA / Remote"
• Department (optional) — e.g., "Engineering"
• Description (optional) — Brief company overview
Click "Save Template"
Using Templates
Once you've created company templates, using them is simple:
In the Recruitment Tool
- 1. When creating a new job (Step 1: Job Details), you'll see a Company Name dropdown
- 2. Select a saved company template from the dropdown
- 3. The template auto-fills location, department, and description fields
- 4. Edit as needed for this specific job
- 5. Continue with the rest of the job creation process
Editing Templates
Return to Settings → Companies to view all templates. Click "Edit" on any template to modify its details.
Deleting Templates
Click "Delete" on any template with confirmation. Existing jobs using this template are not affected.
Best Practices
- • Use descriptive names — Makes templates easy to identify in dropdowns
- • Keep descriptions concise — Focus on key company info recruiters need
- • Create templates for frequent clients — Saves time for recurring recruitment projects
- • Update templates as needed — Keep company info current