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            Create an Action Plan Template for a Job Application

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            Create an Action Plan Template for a Job Application

            Create an action plan template and add intake form sections for each section to include in a job application. Link each intake form section to a relevant application stage definition.

            Required Editions

            View supported product editions.
            User Permissions Needed
            To create an action plan template: Action Plans
            To add intake form sections: Talent Recruitment Management Specialist Access
            1. From the App Launcher, find and select Action Plan Templates.
            2. Click New.
            3. Enter a name and description for the action plan template.
            4. Select Industries as the action plan type.
            5. Select Application Form as the target object.
            6. Save your changes.
            7. Add an intake form section.
              1. On the action plan template record page, on the Items tab, click New Intake Form Section.
              2. Enter a name for the intake form section.
              3. In Application Stage Definition, search for and select the application stage definition for the section to include in the form.
              4. If the section is mandatory for applicants to complete, select Required.
              5. Save your changes.
            8. Similarly, add more intake form sections to the template, and reorder them as desired.
            9. Publish the template.
             
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