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:
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Navigate to the Settings > Job Setup > Job Templates.
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Click on +Create.
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Add a name for the job template.
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Click on Continue.
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Choose how you want to create the new job template from the three options on the following page.
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From Template:
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On the following page, choose a department and location.
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You will get the list of all the related jobs.
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Choose a job and click on Continue.
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You can choose the information that should be copied to the new template. And click on Continue.
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All the selected information from the chosen job will be copied for the template.
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Click on Create and Continue after reviewing them.
- You can set up the scorecard on the following page for the job.
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Apart from the copied details, you can import sections or add new sections by clicking on the respective buttons.
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Add sample questions (if required).
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Click on Continue, and you will find the created template on the following screen.
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Switch between About and Scorecard to view the respective details.
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From an existing job:
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On the following page, choose a department and location.
- You will get the list of all related jobs.
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Choose a job and click on Continue.
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You can choose the information that should be copied to the new template. And click on Continue.
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All the selected information from the chosen job will be copied for the template.
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Click on Create and Continue after reviewing them.
- You can set up the scorecard on the following page for the job.
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Apart from the copied details, you can also import sections or add new sections by clicking on the respective buttons.
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Add sample questions (if required).
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Click on Continue, and you will find the created template on the following screen.
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Switch between About and Scorecard to view the respective details.
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Start from Scratch:
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On the following page, add the job details.
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Click on Create and Continue.
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You can further set up a scorecard for the job by clicking on +Create or Importing a group of sections or adding a section.
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Add sample questions (if required).
- Click on Continue, and you will find the created template on the following screen.
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Switch between About and Scorecard to view the respective details.
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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.