How can we help?

Manage positions

Laura Dominoni
Laura Dominoni
  • Updated

Plan: All plans

Role: Owner Admin Recruiter All teammates ⚙️


Create a position

  1. In Recruit, click the blue icon at the top of the main page, and select Position. The Add position window will load.

  2. Complete the required information: 

    1. Name the new position

    2. Reason for new opening

    3. Hiring Manager and Recruiter: Choose a teammate from the dropdown menu

      Manage positions 2.png

      📝 Note: You can always reassign these roles later and add more teammates to the hiring team from the Hiring Team tab.

    4. Choose a template: Positions are built with templates that dictate a position’s workflow and scorecard.

      When creating a position, the Basic template is selected by default. If you would like to create your own position template, see our article on Position templates.

      1. To change the template, click Basic template and select a different template from a dropdown.

      2. Click Add when finished.

        Manage positions 3.png

Update details

Once the position is created, you can modify the position details.

  1. From the position, navigate to the Description tab.
  2. Complete the position information. By default, Recruit includes the following:
    • Position categories: Position name, Public name, Position ID, Location, Employment, Department, Seniority, Remote, Salary range, EEO Category, Employee type, Work schedule
    • Position details: Description, Requirements, Internal requirements, Brief to team

In addition to the default fields, any custom fields configured in Settings > Data > Position Fields will also appear here. If a field (default or custom) has been set as required to publish, you must complete it before publishing the position; otherwise, you will not be able to publish.

📝 Note: Users with Admin or Management roles can create/add custom fields like Business Unit and Job Opening Date. To do this, click on your avatar at the top right > Settings > Position Fields.

Manage positions 4.png

💡Tip: Leverage our AI assistant to generate position details that help source a more diverse candidate pool.

Position workflow

A workflow is a sequence of steps that guide the hiring process. Once you have added the position, you can set up the workflow to configure the hiring steps. Steps can be reassigned, rearranged, added, removed, or grouped as parallel. Changes made to the position workflow also apply to the workflows of the candidates who apply for the position.

⚠️ Important: Changes made to the Position workflow won't affect candidates with already customized (unlocked) workflows.

Add a step

  1. Hover between two steps to reveal a plus sign.

  2. Click the plus sign ➕ to add a new step.

  3. Choose a step name and step type, and assign it to a teammate.

Manage positions 5.png

Group steps as parallel

  1. To Group as parallel steps so two steps happen concurrently, hover between two steps and click the pause icon  ▶️⏸️◀️.
  2. To ungroup or separate any steps, simply hover between two steps and click the arrow to Ungroup parallel steps.
Manage positions 6.png

Publish the position

When you are done creating your position and ready to publish it on your Careers website and/or integrated Job boards:

  1. Click the position visibility button and change it from Not published to Published.

  2. Under Publishing options, choose whether the position should be:

    • Public – Visible to all candidates.

    • Employee-only – Visible only to employees logged in with their company email.

Manage positions 7.png

💡 Tip: Learn more about Discreet and employee-only positions.

See the position’s report

The view report feature lets you access the position's report directly from the position page. Click the Analytics icon at the top of the page to instantly view the Highlights report for the selected position.

  • This eliminates the need to leave the position page and navigate to the Analytics section.

  • This saves you from manually configuring filters.

Manage positions 8.png

💡Tip: For better team collaboration, it's recommended that all team members have access to reports. Configure report access permissions by navigating to Settings > Access > Permissions > Reports & Compliance (requires an Admin role).

 

Have more questions? Contact us at recruit.support@sparkhire.com

Was this article helpful?

0 out of 0 found this helpful

Have more questions? Submit a request

Comments

0 comments

Article is closed for comments.