Zoho Recruit | Job Templates

Job Templates

Working with Job Templates

Job Templates in Zoho Recruit allows you to quickly create and use different templates for a wide range of job openings in your company. We make hiring one step simpler by giving a set of templates for commonly used Job Openings. You can also create your own templates for various positions. 

To create a new Job Template:

  1. Go to Setup > Customization > Templates > Job Templates
  2. Select +New Template button 
  3. Enter the Template Name and select the Folder 
  4. In the job template body section, give the job description, requirements and benefits. 

Merge Fields

Merge fields are used in places where the value for that particular text keeps changing. For example, when adding a client name in the description of the job template, the name of the client will differ depending on the job opening. In such cases, the merge field retrieves data based on the value of the merge field.

To add a merge field, all you have to do is select the appropriate values from the dropdown list and copy it wherever needed in the job description.

Supported modules:
  1. Contacts
  2. Organization
  3. Clients

Using Job Templates

In order to use the existing job template:

  • Go to Job Openings module to create a new job
  • Choose a template from the drop down list

Once the you select the template from drop down list, Job Opening information will be automatically filled with the data that has been given in the setup page.For example, if you wish to create a template for Marketing Executive, you can choose it in the list of templates in Job Opening details page. 

Adding merge fields in the job description minimizes manual entry of the long and repetitive texts.

You can check the original values of the merge fields by clicking "Show Values". 

To know more about unsupported fields, Click here.

Working With Template Folders

With template folders you can group similar templates together. When you have a large number of templates, searching for them can become exhausting. By grouping similar templates together, you can easily access all the similar templates in a single place.

Create a New Folder

By creating a new folder, you can categorize the templates by adding similar templates to the folder. You can create a folder only when you want to save a template or move templates from one folder to another.

  1. Create a new template.
  2. Click on Save.
  3. While saving the template, you will be asked to save it to a folder. To create a folder, click on + New Folder.
  4. Enter the name of the new folder and choose with whom the folder should be shared.
    You can choose to share it with all users, specific users or just yourself.
  5. A new folder will be created and the template will get added to it automatically.


  • If you want to create a folder when moving templates, click on the + New Folder after creating the template and enter the folder details and click Create
  • You have default folders in Job Templates like All Templates, Favorites, Associated Templates, Created by me and Shared with me. These folders cannot be deleted or customized.

    Zoho DataPrep Personalized Demo

    If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

    Zoho CRM Training

      Create, share, and deliver

      beautiful slides from anywhere.

      Get Started Now

              Zoho CRM Training Programs

              Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

              Zoho CRM Training

                  Zoho SalesIQ Resources

                      Zoho TeamInbox Resources

                                Zoho DataPrep Resources

                                  Zoho DataPrep Demo

                                  Get a personalized demo or POC

                                  REGISTER NOW

                                    Design. Discuss. Deliver.

                                    Create visually engaging stories with Zoho Show.

                                    Get Started Now

                                                          • Related Articles

                                                          • Customize job templates

                                                            A well-constructed and organized job listing page gives your candidates a view of all the open jobs in your company. With the default templates in Zoho Recruit, you can style your job listings the way you want. To customize you job listing: Go to ...
                                                          • SMS Templates

                                                            You can create SMS templates to send predefined messages to candidates and contacts about job openings and interviews. The templates created can be stored in particular folders for easy categorization. Note The SMS Add-on feature must be enabled to ...
                                                          • Email Templates

                                                            Create an Email Template Communicating with Candidates and Contacts is an important activity in any business scenario. Zoho Recruit provides Email Templates to send one email to multiple recipients. When sending Interview notifications or follow up ...
                                                          • Mail Merge Templates

                                                            Mail merge is a function that helps simplify repetitive tasks to create personalized documents (including forms, letters, address labels, and envelopes). You can create a mail merge template containing variables (merge fields) and use it to merge ...
                                                          • Job Status Categories

                                                            Introduction As you may already know, every job opening record in Zoho Recruit has a status associated with it. These statuses indicate what stage the job openings are in, so recruiters can better track their hiring process.   In Zoho Recruit, Job ...



                                                          Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.


                                                          Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.


                                                          Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.

                                                          CRM Tips

                                                          Make the most of Zoho CRM with these useful tips.

                                                            Zoho Show Resources