Accessing the templates
Administrators can add, edit or delete an interview template by accessing the Templates section by clicking Settings under the user icon in the upper right of Workable.
All users will be able to use these templates, though only admins can create them. Add one or more interview kits to your pipeline stages so that interviewers can easily access them when it's time to evaluate candidates.
Set template availability based on department/location
With an Advanced Annual plan, templates can be segmented for use based on jobs department and location. See more examples.
There are six different templates available by default. Scroll over each one to reveal the option to preview, edit or delete.
‘Preview’ will show the template as a scorecard, which is how the interview kits are used by teams:
Templates can be edited directly on the page. You can also start from scratch by clicking 'Add a new template' to the upper right of the templates list.
In this example:
- ‘Business Skills’ is the title of the interview template
- ‘Commercial Awareness’ is the skill, trait or requirement that is being evaluated
- The bullet points are optional evaluation questions
- Clicking 'Add another skill...' will add a new blank section
If you edit a template, any interview kits are using that template will not be updated. To apply the editing changes, the new template must be added to the job in the job editor.
Deleting a template will not impact any interview kits that have already been created. However, there is not a way to recover deleted templates. To restore a deleted template access a job that used that template and choose the option to ‘Save as new template’ to recreate a saved copy of the template.
You can also save new templates directly from the job editor.
When you’re setting up or configuring a job, you’ll see the ‘Assessments’ tab on the right of the page. Click this to create a new interview kit. As an admin, each time you save a section, you’ll also see the option to save it as a template for use by the rest of the company.