This article explains how to add, publish, and edit jobs within Screenloop.
Who can add a Job? Admin only
1. Required Setup Before Adding Jobs
Before you begin, there are several dependencies that must be configured in your Screenloop account, particularly if your organisation wants to use customised workflows or templates.
At least one of each required dependency should have been created during the Admin Onboarding process.
Dependency | Required | Documentation |
Departments | Yes | Link 🔗 |
Locations | Yes | Link 🔗 |
Job Workflows | Yes. Default also available | Link 🔗 |
Application Forms | Yes. Default also available | Link 🔗 |
Job Requisitions | Yes. If enabled for your Organisation | Link 🔗 |
Email Templates | Optional. Default available | Link 🔗 |
Scheduling Templates | Optional. Default available | Link 🔗 |
Requisitions are enabled and can be set as mandatory by each organisation. For information on how to enable, and create job requisitions and their dependencies, click here.
2. Creating a Job
Navigate the Jobs tab.
Click Add Job on the top right.
Complete the following form steps:
Step 1 - Job Details
Give the job a Title and select a Department from the dropdown. You'll see the Departments you created in step 4.7.
Select the number of Job Openings for this role.
Add Hiring Team members by selecting their name, and assigning them a role for this job. For information on roles and permissions, see here.
Click Save and Continue.
Step 2 - Job Post
Select a Location for this job. You'll see the locations you created in step 4.6.
For Employment Type, select between On-site, Remote and Hybrid.
Select an Experience Level.
Write your job Description. This is pre-filled with our default description, which you can edit as needed.
Tip: Simplify this step by using out Fill with AI feature.
Click Preview to see what your job post will look like.
Click Save and Continue.
Step 3 - Application Form
Select an the default application for from the dropdown.
For custom application forms, see here.
Click Preview to see what your application form looks like.
Click Save and Continue.
Step 4 - Job Workflow
Select your job workflow from the dropdown. You'll see the workflow you created in step 5.1.
Job Workflow Automation
Set these up if you want to automatically send candidates emails and/or reject them based on certain criteria. E.g. you want to send a "thank you for applying" email to everyone who applies. Or you want to auto-reject candidates that don't have the right to work in your location.
If you wish to add an automation, toggle Does this job include triggers? to Yes. There a three standard automations:
Send Email - Automatically send emails (any reason) to candidates at chosen stages or pipelines.
Auto-reject - Instantly reject candidates based on application question responses, with optional automated rejection email.
Send Self-scheduling Link - Completely automate scheduling by sending scheduling links to candidates at specific pipeline stages.
Send Emails
Select an Email Template. You'll see the email template created in step 5.2.
Select the Candidate Status - Candidates will receive this email when they are at Active, Hired or Rejected in the selected stage. You can select one, or multiple.
Select the Stage at which you want this email template to go out.
Select the number of Delay Days. If you choose 2, the email will go out 2 days after the conditions of the trigger are met.
E.g. if you want all candidates who apply to get the "application review" template on the same day they applied, you would select email template = application review, status = active, if candidate stage = applied, delay days = 0.
Auto-reject
Select an Application Form Field, this is the question you wish to consider for rejecting candidate on based on their response.
Select an Application Form Answer, this is the answer required for rejection.
Auto-rejection does not send out emails by default. Check the Send Rejection Email box if you wish to send the candidate an auto-rejection email.
Select the Email Template from the dropdown
Select the number of Delay Days.
Self-scheduling Link
Select an Email Template from the dropdown. You can use our default Interview Template or see here to create your own.
Select the Stage at which you want this email template to go out.
Select a Scheduling Template. You can pick from a default, or create your own following this guide.
Select the number of Delay Days.
Click Save and Close to save the job without publishing. You can publish at a later date by editing the job, or continue to publish now.
Step 5 - Free Job Boards
In step 5 of the job creation or edit:
Enable Indeed and/or our Posting bundle.
For Indeed, Easy Apply is checked by default. You can uncheck the box to disable this option.
Fill the required fields for Job Posting Details on the right hand side.
Click Publish.
3. Editing Existing Jobs
You can edit a job using either of the following methods:
From the Jobs List
Go to the Jobs tab.
Use the search or filters to find the job you want to edit.
Click the ellipsis menu (...) next to the job and select Edit.
From the Job Page
Navigate to the specific Job page.
Click the Edit button in the top-right corner.
Edit the necessary details
Click Save and Publish to move on till the final step.
