Recruitera keeps your reusable content under Settings → Templates, split by type so each kind of template has its own screen. This article explains what's there and how to find a specific template. Managing templates 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
The template types
Email Templates — reusable emails for each stage of hiring.
Screening Questions — question sets attached to a job's application form.
Evaluation Forms — scorecards and question sets your team fills in when assessing candidates.
Questionnaires — forms sent to a candidate when they reach a stage.
Benefits — reusable benefits packages you apply when creating a job.
Pipelines — the stages a candidate moves through, with per-stage automations.
WhatsApp Templates — reusable WhatsApp messages for candidate communication.
Jobs — reusable job templates that pre-fill a new job's details.
Offer Letters — offer letter templates for your hiring process.
Finding a template
Open the template type you want from the Templates group in the settings sidebar. Each screen has a search box at the top of its list, and its own New template button. List-style types (like Jobs) show columns you can sort; the rail-style editors (like Email and Screening) group templates by category.
Frequently asked questions
Where are templates used?
Each type feeds a part of hiring — email and WhatsApp templates when you message candidates, screening and questionnaire forms on applications and stages, evaluation forms when assessing, pipelines and job templates when creating a job, benefits and offer letters when making an offer.
Who can manage templates?
Members with a role granted the Manage templates & workflows permission — typically Admins. Offer letter templates use a separate permission.