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New Job

Create a job/requisition record used to link candidates and references. Includes required fields, validation and tips.

Tip: use keywords like account, business, subscription, users, roles.

New Job

New Job

Overview

Use New Job to create a new job or requisition record.

This record can then be used to organise recruitment activity, link candidates to the correct role, and manage related references. Use the form to enter the main job details, including the title, description, location, salary guidance, employment type, status, and any internal notes.


Quick start

  1. Enter the job title.
  2. Add the job description and location.
  3. Enter salary guidance if needed.
  4. Choose the employment type and job status.
  5. Add any internal notes if required.
  6. Click Save to create the job.
  7. Use Clear Form if you want to remove everything entered and start again.

Main sections / fields / actions

Job title

Enter a clear and searchable title for the job.

This is a required field. Use a title that helps other users quickly identify the role.

Examples:

  • Senior Software Engineer
  • HR Manager
  • Finance Assistant

Description

Use this field to describe the role.

You can include:

  • a brief overview of the position
  • key responsibilities
  • required skills or experience
  • any important working details

Write in clear plain language so the role is easy to understand.

Location

Enter where the job is based.

This can be:

  • a city or region
  • a remote working location
  • a hybrid arrangement

Examples:

  • London, UK
  • Remote
  • Manchester, UK / Hybrid

Salary range

Enter salary guidance if this is part of your recruitment process.

Use a format that is easy to read and consistent with other jobs in the system.

Examples:

  • £45,000–£55,000
  • Competitive
  • £18 per hour

Employment type

Choose the type of role from the available options.

Typical examples include:

  • Full-time
  • Part-time
  • Contract
  • Temporary
  • Internship

This helps users filter and report on jobs more accurately.

Status

Choose the current status of the job.

Typical options include:

  • Open — the role is actively recruiting
  • On Hold — recruitment is paused
  • Closed — the role is no longer active

Keeping the status accurate makes job lists and reports easier to manage.

Notes

Use this field for internal notes related to the job.

This can be useful for:

  • internal reminders
  • recruitment instructions
  • process notes
  • team comments

Only include information that is appropriate for internal use.

Save

Click Save to create the job record.

If everything is completed correctly, the job is saved and a confirmation message may appear.

Clear Form

Click Clear Form to remove the information currently entered on the page.

Use this if you want to start again without saving.


Tips for creating useful job records

Keep the job title concise

Use a short, recognisable title that makes the role easy to find later.

Write a clear description

A good description usually includes a brief summary first, followed by responsibilities and requirements.

Use consistent location and salary formats

Consistent wording makes it easier to search, compare, and report on jobs.

Keep the status up to date

Make sure the job status reflects the current recruitment stage so other users see the correct information.

Avoid sensitive personal information

Do not include personal or confidential information in the description or notes.


Troubleshooting

I cannot save the job

Check that all required fields have been completed, especially the job title.

Also review any on-screen message and correct the highlighted issue before trying again.

The job title is not accepted

Make sure the title is not too long and is entered in a clear, standard format.

My job is saved but I cannot see it in the list

Check the selected job status and any filters on the jobs list. A job may not appear if the list is filtered by status or search term.

I cleared the form by mistake

If you use Clear Form before saving, the current entries are removed. Re-enter the details and save when ready.

I saved the job but did not see a confirmation

Go to the jobs list and search for the job title to confirm whether the record was created successfully.


FAQ

Q: Which field is required?

A: The job title is required.

Q: Can I create a job without entering salary information?

A: Yes, unless your organisation’s process requires it. Salary guidance can usually be left blank if not needed.

Q: What should I choose if recruitment is paused?

A: Set the job status to On Hold.

Q: What should I choose if the role has been filled or withdrawn?

A: Set the job status to Closed.

Q: Are notes visible to external users?

A: Notes are intended for internal use. Only add information that is appropriate to keep within your organisation.

Q: Can I use formatting in the description?

A: Use clear plain text so the description remains easy to read and consistent.

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