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JOB SETUP
Configure your company benefit templates so you can consistently apply the right benefits package across your job requisitions, without re-entering them every time you open a new role.
4 steps2 min read
1
Step 1
Open Benefits Templates
Navigate to Company Settings, then click Benefits Templates.
2
Step 2
Create a New Template
Click Create New Template to open the drawer.
Opening a new benefits template.3
Step 3
Select Benefits and Set the Template Type
Choose from the list of common benefits, or write in your own.
Decide whether this template should be set as your Primary template or a Secondary one.
💡 Note: Multiple benefits templates can be helpful for different position types or locations, since benefits can vary by office location or role.
Selecting benefits and choosing the template type.✓
Final Step
Save Your Template
Once satisfied, click Save.
Your benefits template is ready to go. Reach out to your CSM any time you need a hand.