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How to Edit or Delete a Benefits Template in Recruitera

Learn how to edit or delete a benefits template in Recruitera — keep your reusable benefits packages current.

You can update the benefits in a template, rename it, or delete one you no longer use. This requires a role with permission to manage templates & workflows (typically Admins).

Before you start

  • Required role: a role with the Manage templates & workflows permission (typically Admins)

  • Where to find it: Settings → Templates → Benefits

How to edit a benefits template

  1. Open Settings → Templates → Benefits and select the template from the list.

  2. Edit the benefits (one per line) in the editor, or rename the template with the pencil next to the title.

  3. Click Save.

How to delete a benefits template

  1. Select the template and click the delete (trash) icon.

  2. Confirm the deletion.

💡 Editing a template doesn't change jobs you already created from it — those keep the benefits copied at the time.

Frequently asked questions

Does deleting a benefits template affect existing jobs?

No. Jobs keep the benefits that were imported when they were created; deleting the template only removes it from the list you can apply going forward.

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