{"id":6656,"date":"2017-04-17T15:02:01","date_gmt":"2017-04-17T15:02:01","guid":{"rendered":"https:\/\/learning.pcrecruiter.net\/?p=6656"},"modified":"2025-10-30T17:45:03","modified_gmt":"2025-10-30T17:45:03","password":"","slug":"position-templates","status":"publish","type":"docs","link":"https:\/\/learning.pcrecruiter.net\/site\/docs\/adding-records\/position-templates\/","title":{"rendered":"Position Templates"},"content":{"rendered":"\n<figure class=\"wp-block-embed is-type-video is-provider-vimeo wp-block-embed-vimeo watch\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" title=\"Position Templates\" src=\"https:\/\/player.vimeo.com\/video\/941602459?h=51a154a989&amp;dnt=1&amp;app_id=122963\" width=\"750\" height=\"465\" frameborder=\"0\" allow=\"autoplay; fullscreen; picture-in-picture; clipboard-write\"><\/iframe>\n<\/div><\/figure>\n\n\n\n<p><span style=\"font-weight: 400;\">Creating a position template is a quick and easy way to copy all the fields in a position record and transfer it over to new record. Note: this will only copy field level data such as job title, location, job description etc. and not applicants in the pipeline.<\/span><\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Convert a Job to a Template<\/h2>\n\n\n\n<ol class=\"wp-block-list\">\n<li><span style=\"font-weight: 400;\">Go to a current position record in your database that you wish to make the template from<\/span><\/li>\n\n\n\n<li><span style=\"font-weight: 400;\">From the Action Menu to the right select \u2018Templates\u2019<\/span><\/li>\n\n\n\n<li><span style=\"font-weight: 400;\">At the bottom of the Manage Position Templates window click \u2018Add Current\u2019<\/span><\/li>\n\n\n\n<li><span style=\"font-weight: 400;\">Give the template a name and if you wish also a description (The current position\u2019s job title and identification number will automatically populate the name of the template)<\/span><\/li>\n\n\n\n<li><span style=\"font-weight: 400;\">Click Save at the bottom<a href=\"https:\/\/learning.pcrecruiter.net\/site\/wp-content\/uploads\/sites\/2\/2017\/04\/Add_position_template.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-6657\" src=\"https:\/\/learning.pcrecruiter.net\/site\/wp-content\/uploads\/sites\/2\/2017\/04\/Add_position_template.png\" alt=\"\" width=\"477\" height=\"278\"><\/a><\/span><\/li>\n<\/ol>\n\n\n\n<h2 class=\"wp-block-heading\"><span style=\"font-weight: 400;\">Using a Position Template<\/span><\/h2>\n\n\n\n<ol class=\"wp-block-list\">\n<li><span style=\"font-weight: 400;\">Go to a company record or use the Quick Add to create a new position record<\/span><\/li>\n\n\n\n<li><span style=\"font-weight: 400;\">At the bottom right corner choose \u2018Use Template\u2019<\/span><\/li>\n\n\n\n<li><span style=\"font-weight: 400;\">Find your template that you had previously created and click Action &gt; Select to the left of the template name<a href=\"https:\/\/learning.pcrecruiter.net\/site\/wp-content\/uploads\/sites\/2\/2017\/04\/Use_Position_Template.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-6658\" src=\"https:\/\/learning.pcrecruiter.net\/site\/wp-content\/uploads\/sites\/2\/2017\/04\/Use_Position_Template.png\" alt=\"\" width=\"422\" height=\"347\"><\/a><\/span><span style=\"font-weight: 400;\"><br><\/span><\/li>\n<\/ol>\n\n\n\n<p><span style=\"font-weight: 400;\">That will load all the values from the saved template into your newly created position record where you can make the necessary modifications or simply save the new position.<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Creating a position template is a quick and easy way to copy all the fields in a position record and transfer it over to new record. Note: this will only copy field level data such as job title, location, job description etc. and not applicants in the pipeline. Convert a Job to a Template Using&hellip; <a class=\"more-link\" href=\"https:\/\/learning.pcrecruiter.net\/site\/docs\/adding-records\/position-templates\/\">Continue reading <span class=\"screen-reader-text\">Position Templates<\/span><\/a><\/p>\n","protected":false},"author":13,"featured_media":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"pcr-menu-id":[],"footnotes":""},"doc_category":[27],"doc_tag":[],"knowledge_base":[25],"class_list":["post-6656","docs","type-docs","status-publish","hentry","doc_category-adding-records","knowledge_base-nine","entry"],"year_month":"2026-04","word_count":210,"total_views":"1153","reactions":{"happy":"0","normal":"0","sad":"0"},"author_info":{"name":"PCRecruiter","author_nicename":"arothman","author_url":"https:\/\/learning.pcrecruiter.net\/site\/author\/arothman\/"},"doc_category_info":[{"term_name":"Adding Records","term_url":"https:\/\/learning.pcrecruiter.net\/site\/docs\/beta\/adding-records\/"}],"doc_tag_info":[],"knowledge_base_info":[{"term_name":"PCRecruiter 9","term_url":"https:\/\/learning.pcrecruiter.net\/site\/docs\/nine\/","term_slug":"nine"}],"knowledge_base_slug":["nine"],"_links":{"self":[{"href":"https:\/\/learning.pcrecruiter.net\/site\/wp-json\/wp\/v2\/docs\/6656","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/learning.pcrecruiter.net\/site\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/learning.pcrecruiter.net\/site\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/learning.pcrecruiter.net\/site\/wp-json\/wp\/v2\/users\/13"}],"replies":[{"embeddable":true,"href":"https:\/\/learning.pcrecruiter.net\/site\/wp-json\/wp\/v2\/comments?post=6656"}],"version-history":[{"count":5,"href":"https:\/\/learning.pcrecruiter.net\/site\/wp-json\/wp\/v2\/docs\/6656\/revisions"}],"predecessor-version":[{"id":13989,"href":"https:\/\/learning.pcrecruiter.net\/site\/wp-json\/wp\/v2\/docs\/6656\/revisions\/13989"}],"wp:attachment":[{"href":"https:\/\/learning.pcrecruiter.net\/site\/wp-json\/wp\/v2\/media?parent=6656"}],"wp:term":[{"taxonomy":"doc_category","embeddable":true,"href":"https:\/\/learning.pcrecruiter.net\/site\/wp-json\/wp\/v2\/doc_category?post=6656"},{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/learning.pcrecruiter.net\/site\/wp-json\/wp\/v2\/doc_tag?post=6656"},{"taxonomy":"knowledge_base","embeddable":true,"href":"https:\/\/learning.pcrecruiter.net\/site\/wp-json\/wp\/v2\/knowledge_base?post=6656"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}