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Video guide


Authorisation Templates

Authorisation templates allow you to define who is required to approve vacancies and the order in which the approval should go.

To access this section, go to Settings > Authorisation Templates.

Adding / Amending a Vacancy Authorisation Template

Select New Templates in the left-hand menu or choose an existing template to open and edit the record.


Tip: You can search by the name of the template and by the approvers first and last name


A new window will appear. Add all required information and press Save.




  • Template name: Add a template name – make sure it's nice and clear so users know which template to select
  • Template type: Vacancy Approval will automatically be selected
  • Email subject and email body: Add the email subject and content, this information is mandatory and you will be unable to save the template without completing this section.


Tip: to ensure the correct merge fields and links are used, copy the email content from a previously created vacancy approval template within Jobtrain where possible. 

If you are unsure, please contact our Helpdesk team who will be able to provide you with the correct links and merge fields.


Press Save - two new tabs will then appear:

  • To add all required approvers to the template, go to the Setup tab
  • Against Add mandatory users option, select the required approvers from the list. Once complete, select Save


If you need to amend the list, simply select Remove to remove the users or click and drag users to amend the approval order.


 

Tip: add HR/Recruitment team as the final approver so the system alerts them, and they can change the job status from approved to live.

Note: to ensure the correct merge fields and links are used, copy the email wording from a previously created offer approval template within JTGO where possible. 

If you are unsure, please contact our helpdesk who will be able to provide you with the correct links and merge fields.