Create a Job in CRM

To create a job, navigate to All Jobs and click on the Create Job button. 

You can create a job using three primary methods: creating from scratch, using job templates, or copying an existing job.

Method 1: Create From Scratch

This method allows you to manually enter all the details of the job.

1. Navigate to the Jobs Page: Click on the "create job" option.
2. Select "Create from scratch": Choose this option to begin entering details manually.
3. Enter Basic Information:
   • Enter the job title.
   • Choose the employment type (full-time, part-time, contract, interns).
   • Specify the minimum experience required.
   • Select the employee type.
   • If it's a salary position, you can choose the salary range, select the currency, and enter the minimum and maximum range values.

4. Select Department, Location, and Grade:
   • Select the department level (you can choose up to two levels: level one and level two).
   • Select the job location. You can specify if the job is external or on-site.
   • Select the grade level (this is an optional field).

5. Add Skills:
   • In the skills section, you can add must-have skills.
   • You can also add additional required skills.

6. Add Custom and Additional Information:
   • Add any information required from the customer in the custom information section.
   • Add additional information such as the due date, functional area, organization, business or line of business, and industry.
7. Create and Continue: After filling in all the information, click on create and continue.

8. Job Description Tab: You will be taken to the job description tab.
   • You can write the job description yourself by clicking "I'll write myself".
   • Alternatively, you can write it using Sense AI. Sense AI helps in providing the job description.
   • You have various formatting options.
   • You can add external skills and expertise.
   • You can check a checkbox if the internal job description and skills are the same as the external job description and skills.
   • On the right side, you have the "analyze external JD" option, which displays a score for the quality of your job description.

9. Click Save to save your job.
10. Details Page: You will then be taken to the details page where you can edit the details by clicking the edit button. You can also download the job description from this page.

Method 2: Create Using Job Templates

This method allows you to create a job based on existing templates.

1. Navigate to the Jobs Page: Click on the Create job button.
2. Select Job templates: A side panel opens asking you to select details.
3. Select Department, Location, and Template:
   • Select the department from the department drop-down.
   • Select the location from the location dropdown.
   • Search for the template you want to use from the template field (e.g., "software engineer").
4. Choose Copy Options: You will get an option to check or uncheck the following:
   • Copy all details.
   • Copy department, print organization, and skills.
   • Copy description, expertise, and qualification. You can check or uncheck any of these options.
5. Click Continue: Proceed to the next step.
6. Review Job Details: In the job details tab, all the information will be prepopulated from the template.
7. Edit Details (Optional): You can edit the details if required.
8. Create and Continue: If no edits are needed, or after making edits, click on create and continue.
9. Job Description: Even though the description is prepopulated from the template, you can make changes if required.
10. Save the Job: Click save. A new job will be created.

Method 3: Copy Existing Job

This method allows you to create a new job by copying details from an already existing job.

1. Navigate to the Jobs Page: Click on the Create job button.
2. Select "Copy existing job": A side panel appears, titled "create from existing job".
3. Select Department, Location, and Existing Job:
   • Select the department.
   • Select the location.
   • Type and select the existing job that you want to copy the details from.
4. Choose Copy Options:
   • You have an option to copy the selected job's hiring plan or copy the global hiring process.
   • Again, you can choose which details to copy: copy all details, only the department organization and skills, or only copy the description, expertise and qualification.
5. Click Continue: Proceed to the next step.
6. Review Job Details: The details are prepopulated from the existing job.
7. Edit Details (Optional): You can edit the details if required.
8. Create and Continue: If no edits are needed, or after making edits, click on create and continue.
9. Job Description: The job description is already there, and you can make changes if required.
10. Save the Job: Click save. Your job will be created.