How do I work with Project Templates?

Who can create and manage project templates?

Only users with the roles Administrator, Sub-account Administrator, or users with Extended Rights can create and manage project templates.

Why should you use project templates?

Project templates simplify the process for your team when starting projects in Refapp. With project templates, users with the appropriate permissions can establish a structured approach to how your organization conducts reference checks.

In a project template, you can configure:

• Standard communication with candidates and references
  Define pre-set additions for what you wish to communicate to a candidate or reference, such as the specific references you want to collect.

• How Refapp communicates with candidates and references
  For instance, if you want to use both email and SMS, you can configure that.

• The number of references to request from a candidate

• The minimum number of references to request from a candidate

Examples of Project Templates

Depending on your organization’s activities, it can be useful to have predefined processes for different areas.

• Basic Template
  A Basic Template in Refapp is recommended to create a consistent process for conducting reference checks. For example, it can standardize how your organization communicates with candidates and sets requirements for the number of references.

• Reference Checks for Clients
  If you belong to a recruitment company conducting reference checks on behalf of clients, it is recommended to create a template specifically for this type of reference check.

• Verbal Reference Check
  If you want to streamline the process for using Refapp to schedule reference calls, along with the recommended settings for such calls, it’s also beneficial to have this as a project template.

Enable the Feature

1. Navigate to Company Settings.
2. Under the General category in the settings, locate the toggle for Always Create Projects from Templates.
   
3. Activate the toggle.
4. Click Save to apply the change.

What should you consider before activating project templates?

• Identify recurring project types: Review which types of projects occur most frequently and prioritize creating templates for those.
• Gather input from relevant team members: Consult with colleagues who manage or initiate projects to ensure templates reflect actual workflow requirements.
• Plan for periodic reviews: Revisit and update templates as organizational processes or requirements change.