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Administrator Guide
Last Updated: 2024-03-08
Steps: Set Up Job Application Templates

Steps: Set Up Job Application Templates

Workday enables you to create job application templates to collect only the information from a candidate that is relevant to a specific evergreen or job requisition. You can hide or require sections or fields for all or for a specific security group.
  1. Edit Domain Security Policies.
    Set up security for these domains in the Recruiting functional area:
    • Candidate Data: Attachments
    • Candidate Data: Edit Job Application
    • Candidate Data: Job Application
    • Submit Recruiting Agency Candidate
  2. Define the sections and fields that you want hidden or required on job applications.
  3. Access the
    Create Job Requisition Condition Rule
     task.
    Create the condition rules that Workday uses to determine which job application template to associate with an evergreen or job requisition. Workday delivers a default template called
    Job Application Default Template
    .
    You can use these report fields when creating condition rules:
    • Current Job Application Template
       on the
      Job Requisition
       business object.
    • Current Job Application Template
       on the
      Job Applications, Prospects and Referrals
       business object.
    • Job Application Template – Current
       on the
      Job Requisition Event
       business object
    • Job Application Template – Proposed
       on the
      Job Requisition Event
       business object
    • Job Requisition Has/Had Job Applications
       on the
      Job Requisition
       business object
    Security: These domains in the Recruiting and Talent Pipeline functional areas:
    • Set Up: Job Postings
    • Set Up: Recruiting
  4. Access the
    Maintain Job Application Templates
     task.
    Assign a job application rule to a job application template. When you create an evergreen or job requisition, Workday evaluates the rules in the order they display. When a rule is met, Workday assigns that template to the requisition. When no rule is met, Workday assigns the default template.
    Security:
    Set Up: Recruiting
     domain in the Recruiting and Talent Pipeline functional areas.
  5. (Optional) Edit Business Processes.
    Configure these business processes to include the
    Review Job Application Template
     step, which enables you to change the assigned job application template:
    • Evergreen Requisition
      .
    • Job Requisition
      .
    Add this step after the completion step but before the
    Post Job
     step. Workday will send the
    Review Job Application Template
     task to My Tasks for the security group assigned to the step.
When you create an evergreen or job requisition, Workday uses the
Maintain Job Application Templates
 task to evaluate which template to assign to the requisition. If you added the
Review Job Application Template
 as a step to one or both of the business processes, Workday sends a new
Review Job Application Template
 task to the assigned security group's My Tasks. This task enables you to change the assigned template.
Workday also adds a new
Job Application Template
 section (secured to the Staffing Actions: Job Requisition Job Application Template domain) to these tasks that also enables you to change the template:
  • Edit Evergreen Requisition.
  • Edit Job Requisition.
You can view the template assigned to a requisition on the
Details
 profile group on the requisition profile.