Accessing the templates
Admin users 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
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:
To start from scratch click '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
Note: The maximum number of characters for interview kit fields is 255 characters.
Editing or deleting a template
If you edit or delete a template, any interview kits that have already been created for jobs will not be affected. To apply the editing changes to interview kits that are already using that template, the new template must be added to the job on the Workflow tab.
Note that there is no 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.
Adding an interview kit to a job
When you’re setting up or configuring a job, under the ‘Workflow’ tab choose a stage of your pipeline where you want to include an interview kit. Then click on 'Add interview kit'. Write the kit from scratch or import it from templates saved on your account or from another job.
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. If you imported one of your existing account templates and made edits you will be able to save it as new or replace the current template.
Read more about using interview kits/scorecards when evaluating candidates.