Job Templates

Sense TRM allows you to have job templates ready before creating a new job. For creating job templates on Sense TRM, follow the below steps:

1. Navigate to the Settings > Job Setup > Job Templates.

2. Click on +Create.

3. Add a name for the job template.

4. Click on Continue.

5. Choose how you want to create the new job template from the three options on the following page.
   

1. From Template:
   

   1. On the following page, choose a department and location. 

   2. You will get the list of all the related jobs.

   3. Choose a job and click on Continue.

   4. You can choose the information that should be copied to the new template. And click on Continue.

   5. All the selected information from the chosen job will be copied for the template.

   6. Click on Create and Continue after reviewing them.

   7. You can set up the scorecard on the following page for the job.

   8. Apart from the copied details, you can import sections or add new sections by clicking on the respective buttons.

   9. Add sample questions (if required).

   10. Click on Continue, and you will find the created template on the following screen.

   11. Switch between About and Scorecard to view the respective details.
       
       

2. From an existing job:

   1. On the following page, choose a department and location.

   2. You will get the list of all related jobs.

   3. Choose a job and click on Continue.

   4. You can choose the information that should be copied to the new template. And click on Continue.

   5. All the selected information from the chosen job will be copied for the template.

   6. Click on Create and Continue after reviewing them.

   7. You can set up the scorecard on the following page for the job.

   8. Apart from the copied details, you can also import sections or add new sections by clicking on the respective buttons.

   9. Add sample questions (if required).

   10. Click on Continue, and you will find the created template on the following screen.

   11. Switch between About and Scorecard to view the respective details.
       
       

3. Start from Scratch:

   1. On the following page, add the job details.

   2. Click on Create and Continue.

   3. You can further set up a scorecard for the job by clicking on +Create or Importing a group of sections or adding a section.

   4. Add sample questions (if required).

   5. Click on Continue, and you will find the created template on the following screen.

   6. Switch between About and Scorecard to view the respective details.

Upon creating the template, it will be available to use from Settings > Job Setup > Job Templates. The same will be available to choose from while creating a new job.