In this article, we cover:
Guide template overview
Guide templates are a convenient way to manage the company or department information, branding, and interview plans shared with your candidates in their guides. Guide templates can be used across multiple jobs, allowing you to standardize your story, communications, and process from a central location.
A guide template is a set of pre-defined settings that, when used, define how a guide is configured. A guide template maintains the following properties:
Interview plan (see: Edit the interview plan for your jobs)
Branding (see: Customize the candidate guide branding)
Guide overview (see: Edit the candidate guide overview)
Creating and using a guide template
Creating a guide template is easy. To get started, follow these steps:
From the Guide Dashboard, click Templates in the main navigation.
Next, locate and click the tab labeled Guide templates.
Click the pink button labeled “New guide template”.
You’ll be prompted to give your template a name and, optionally, assign a department. Once you’ve done this, click the Create template button.
At this point, you’ve created your new guide template. We’ll automatically drop you on the page for your new guide template, where you can configure the Interview plan and any other available settings.
Ok, great! At this point, you’ve created your first guide template. But you’re not done yet. Next, you’ll want to use the guide template with a job. To do this, follow these steps:
From the Guide Dashboard, click Jobs in the main navigation.
Next, locate and click the job to which you want to apply this guide template.
You’ll be placed on a tab labeled “Guide settings.” Just below the header, look for a button with this icon [Icon: Template]. Click this button to reveal a dropdown menu of options.
Click the option label “Use a different template.”
From the window that appears, locate the name of the new guide template you created earlier. Click the Use template button when finished.
And that’s it. Your job should now reflect the guide settings defined by the guide template.
Are you looking to use the same guide template with multiple jobs? You’re not alone. To help, Guide offers a couple of convenient ways to use a guide template with more than one job at a time. Refer to the following articles:
Managing your company-wide default guide template
Every new company Guide account comes ready to go with one guide template out of the box. This template is assigned as the default for your organization and is applied to all your jobs. Unless specified otherwise, whenever you create a new job, the company default guide template will be assigned to that job, and all settings of the guide template will be applied.
To find and manage your company's default guide template from the Guide Dashboard, click Templates in the main navigation. Next, locate and click the tab labeled Guide templates. Here you'll see a list of all your company's guide templates. Look for the template with a purple badge labeled "Default" next to its name. This is your company's default guide template. Click the row to edit this template.
At any point, for any job, you can override the settings inherited from the company-wide default template or assign a different guide template. See: Override the settings of guide template for a job
Override the settings of guide template for a job
Occasionally, you will find that you need to modify the settings from a guide template for a specific job. Not a problem. From the job settings page, make the necessary changes. Localized changes will be reflected in any active and new guides created for candidates for this job from that point forward.
At any point, you can roll back these changes, reverting to the original settings of the assigned guide template. Along the top of the Job page, just below the Guide settings tab. If you see a sentence that reads "Modified from original," this lets you know that there are local changes to the job's guide settings that have deviated from the guide template settings. If you wish to restore to the default settings, click the pink link to the right of this label that reads "Restore."
Creating a department-specific default guide template
Department-specific guide templates are a great way to standardize information, branding, and interview plans for teams with numerous jobs and departments. Create a new guide template for your specific department and assign this template as the default for that department. For instructions on creating a new guide template, refer to: Creating and using a guide template.
Here is how to make a guide template a department default:
First, create and locate the guide template you wish to make a department default.
From the table of guide templates, click the ... icon at the end of the row.
Click Settings from the options menu that appears.
In the settings window, select a department and then check the box labeled “Set as default for all jobs within department.” When you’re done, hit Save changes.
NOTE: Departments are inherited from Greenhouse. Guide does not support creating, renaming, or deleting departments. Refer to this article for instructions on how to manage departments in your company’s Greenhouse account.