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Managing Advert Templates

Learn how to create, amend and assign advert templates

Kate Jones avatar
Written by Kate Jones
Updated over 2 months ago

This guide will cover how to create, amend and assign Advert Templates.

Creating advert templates on the system can make posting roles on Talos much more efficient, as information from the template will be pre-populated on the job post details screen, when the template is selected.

Note: you will need access to the ‘System Administrator' permission in order to manage the Advert Templates.

Creating an Advert Template

To create a new advert template, you will need to access the Add New Advert Template screen when signed into Talos.

This will load the 'Create Template' screen, where you can complete the relevant details for your new advert template:

Below are the mandatory fields to create a new advert template:

  • Template Name

  • Job Title

  • Salary To, From and Per

When creating an advert template, any fields that are completed will automatically populate within the job details when posting a role with that advert template.

The job description of the role can be added to the Advert Copy and Unbranded Advert Copy sections and if a specific application form is to be used for all roles posted with the advert template, this can also be assigned against the advert template too:

Once you are happy with the details for you new advert template, click on 'Save Advert Template' in the lower right-hand corner of the page.

Assigning Advert Templates

There are 3 ways to assign advert templates within Talos:

  • To hierarchy teams

  • To posting teams

  • Link DocuSign documents

Assigning Advert Templates to Hierarchy Teams

Assigning advert templates to hierarchy teams will allow the assigned advert template to become available for selection when posting a role to that hierarchy team.

To assign an advert template to a hierarchy team, go to Manage Advert Templates when signed into Talos. Click on the 3 line edit menu on the template you would like to assign to a hierarchy team and click on 'Assign to Hierarchy Teams'

On the 'Assign Templates to Teams' page, select all teams that you would like to link the advert template to. The team will need to be selected from the available options to be shown as a selectable template when posting a role using that advert template:

Once you are happy with the selections, click on 'Save Teams'.

Assigning Advert Templates to Posting Teams

Assigning advert templates to posting teams will allow the assigned advert template to become available for selection when posting a role with that posting team.

To assign an advert template to a posting team, go to Manage Advert Templates when signed into Talos. Click on the 3 line edit menu on the template you would like to assign to a posting team and click on 'Assign to Posting Teams'

On the 'Assign to Posting Teams' page, select all available teams that you would like to link the advert template to and click on the left arrow to move them to the 'Selected Posting Teams' column.

Any posting team under the 'Selected Posting Teams' column will have the advert template available when posting a role using that posting team.

Once you are happy with the selections, click on 'Save'.

Assigning DocuSign Documents to Advert Templates

Assigning DocuSign documents to advert templates allows only the DocuSign documents that have been selected to be available on the role that has been posted using that advert template.

This can allow you to only show specific DocuSign documents based on job role/type.

Example: if you have an advert template set up for a Management position and have specific DocuSign documents to send for these positions, the DocuSign documents can be assigned to the advert template so only those are shown against the job role in Talos

To assign DocuSign documents to an advert template, go to Manage Advert Templates when signed into Talos. Click on the 3 line edit menu on the template you would like to assign to DocuSign documents to and click on 'Assign DocuSign Documents'

On the 'Assign DocuSign Documents' page, select all available documents that you would like to link the advert template to and click on the left arrow to move them to the 'Selected Documents' column.

Any documents under the 'Selected Documents' column will be available on the job role when sending the DocuSign envelope to the candidate.

Note: any documents that have not been added to the advert template will not be available on the job post if this has been posted. If a DocuSign document has been missed, please raise a ticket with our Support team who will be happy to assist further with this.

Once you are happy with the selections, click on 'Save'.

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