How to Create a Job
If your security allows you to create a new job:
In the left menu, click Jobs to expand the section.
Click Create a new Job.
The New Job form will open in a pop-up window.
Completing the New Job Form
Basic Information
Fill out the required fields (outlined in green), including:
Job Title
Placement Type
Open Date
Status
Original Openings
Number of Openings
City
State
Required Skills
You can also enter:
Work Type (Work from Home, Remote, Hybrid, or Part Time)
Postal Code (optional but highly recommended)
Interview Schedule
Preferred Portal (if used by your organization)
Location
Select the job’s location from the dropdown, if different from the address entered above.
Rates
If applicable, enter minimum and maximum pay rates for the position.
Skills
Required Skills (must be completed)
Optional Skills (optional)
Descriptions
There are two description fields:
Internal Description (top box): For internal use only. If your organization does not use an employee portal, you can skip this.
Web Site Description (bottom box): This is the external job posting, typically published to job boards and visible to applicants.
Tip: Formatting tools are provided to help you style your job description. You can also use the Wiz AI Job Assistant to help you generate or enhance job descriptions quickly and easily!
When done, click Save.
Managing Your Jobs
In the “My Current Jobs” dashboard pane, you can click on any job title to open the full job profile.
On the left-hand side, you’ll see a panel containing key job details, sometimes referred to as the job "baseball card."
Job Card Key Features:
Job Title and ID
Location
Assigned Team – such as the Recruiter, Hiring Manager, and Salesperson
Email Contacts – includes individual or team emails linked to the job
Job Sharing & Posting Options – share the job directly to social platforms or view it on the Candidate Portal using the quick access to the public-facing job post via hyperlink
Status – Current status of the job (e.g., Open, Hot)
Status Comments – Notes about the status
Approval Status – Shows if the job is approved and links to view approval chain
Currently Approved By – Displays the approver’s name
Open Date – Date the job was opened
Placement Type – Type of job placement (e.g., Permanent, Contract)
End Date – (If applicable) when the job is set to close
Openings – Number of active openings
Original Openings – Total requested openings originally submitted
Work Remote / Work From Home / Work Hybrid / Part Time – Toggle switches for work arrangement
Min & Max Pay Rate – Salary or hourly range
Required Skills – Key qualifications needed for the job
Additional Job Card Features:
These optional or supporting fields are still important but may not be used for every job:
Job ID – Custom field if applicable
Other Location – Secondary or alternate location
Duration – Expected length of the job
Bonus Percentage / Amount / Notes – Optional bonus information
Optional Skills – Nice-to-have qualifications
Job Group – Internal job classification
Marketing Locations – Target locations for promotion
Recruiters / Sourcers – Assigned team members
Industries / Categories / Functions – Tags for classification
Workgroups – Associated team or department
Interview Schedule – (If applicable) interview dates/times
Vendors – External parties attached to the job
Preferred Portal – Designated platform for job publishing
Tip: Most fields in this section are editable by clicking the pencil ✏️ icon next to them (if you have permissions).
Dashboard Tab for Jobs
The Dashboard tab gives you a high-level visual summary of candidate activity and job performance for the selected position. It's designed to help you quickly understand where candidates are coming from, how far they’ve progressed, and how active the job has been overall.
Here’s what’s included:
Candidate Source
A pie chart showing where candidates originated from (e.g., job boards, internal sources, referrals, etc.). This helps track the effectiveness of your sourcing channels.Job Submittal Status Summary
A breakdown of where each candidate currently stands in the hiring process (e.g., Submitted to Client, Checking References, Withdrawn, Accepted). Great for gauging hiring pipeline progress at a glance.Historical Activity Totals Summary
A comprehensive activity log showing all interactions tied to this job, including submissions, reviews, screenings, and more. Each segment is color-coded by action type.
For more information about the Dashboard Tab for jobs, feel free to check out our Dashboard Tab on Job Profile
Submittals Tab
The Submittals tab shows a list of all candidates submitted to the job, along with key details about their status, ranking, and activity. This is where hiring managers can track candidate progress, take action, and collaborate with recruiters.
Key Features:
The Candidate Table displays each submitted candidate with the following columns:
Name
Rank – Displays a 1–5 star rating assigned by the hiring team
Progress – Visual progress bar indicating their current stage in the hiring process
Placement – Status of their hiring decision (e.g., Accepted, Declined)
Start/End Dates – (If applicable) assignment start and end dates
Status/Date/By – Current hiring stage (e.g., Submitted to Client, Checking References), the most recent update date, and who made the change
Activity/Date/By – Last activity logged (e.g., Interview, Call), when it occurred, and by whom
Action Buttons:
These buttons allow hiring managers to review and take action on candidates:
View Resumes – Opens the candidate’s uploaded resume
Add Activity – Log calls, notes, interviews, and other touchpoints
View Submittal – View full submittal history, including recruiter notes and activity
Recommend Hire – Notifies the recruiter you’d like to move forward with the candidate. This updates the submittal status to your designated Hired or Accepted status
Decline – Marks the candidate as rejected
Mark In Review / Unmark In Review – Flags candidates you are actively reviewing.
Tip: Marking a candidate "In Review" displays a callout icon in the recruiter's view to indicate they’re under consideration
Search, Filter, and Export Tools – Use the search bar to find candidates by name, or click Export to download the full table in Excel format
Note: Available actions depend on your user permissions. Additional options like “Recommend Hire” and “Decline” appear once a candidate reaches the “Submitted to Client” status.
For more information about the Submittals Tab, feel free to check out our Submittals Tab on Job Profile article
Attachments Tab
The Attachments tab is used to upload and manage documents related to the job. This could include job descriptions, contracts, internal documentation, or any supporting files your team needs to reference.
Key Features:
Upload files using the Add Attachment button
View existing attachments with filename, size, upload date, and who added it
Use the Actions column to preview, edit or delete files (depending on permissions)
Tip: Use this tab for sharing formal or reference documents that should stay tied to the job record.
For more information about the Attachments Tab, feel free to check out our Attachments Tab on Job Profile article
Notes Tab
The Notes tab is used to log internal comments or updates related to the job. Unlike attachments, these are plain-text entries meant for quick communication or documentation within your team.
Key Features:
Add notes using the Add Note button
Track notes by date, subject, content, and creator
Search through notes using the filter box
Tip: Use this tab to keep track of updates, feedback, or any informal commentary on the job, especially things that don’t require a full file upload.
For more information about the Notes Tab, feel free to check out our Notes Tab on Job Profile article
Interview Questions Tab
The Interview Questions tab allows you to organize and manage questions that will be asked at different stages of the interview process. These can be used to standardize screening and ensure consistency across candidate evaluations.
Key Features:
Assign Questions by Submittal Status – Organize questions under stages like Screening, Internal Interview, or Client Interview
Add a Questionnaire – Link a prebuilt set of questions for a streamlined process
Add Individual Questions – Manually create specific questions for candidates to answer
Remove Questions – Delete any that are no longer needed using the Remove button
Save Changes – Click Save after making edits to apply updates to the interview flow
Use this tab to ensure the right questions are asked at the right time in the hiring journey.
For more information about how to create and manage within the Interview Questions Tab, feel free to check out our Creating Interview Questions & Questionnaires article
Job Description Tab
The Job Description tab displays the public-facing and internal descriptions for the job. This is where you define the job’s responsibilities, required qualifications, and any other role-specific details.
Key Features:
Web Description / Internal Description – Toggle between the version shown on your job board (Web) and your team-only version (Internal)
Sync to Internal Description – Check this box if you want the internal version to automatically mirror the web version
Edit – Click the Edit button to update the job description content using a rich text editor
Remove from Web – Use this if the job should no longer be publicly listed
Use this tab to keep your job postings clear, accurate, and aligned with your internal expectations.
For more information about the Job Description Tab, feel free to check out our Internal Description Tab on Job Profile article
Job Board Posting Tab
The Job Board Posting tab shows where the job is being distributed across integrated job boards. It helps you monitor where your listing is live and whether applications have been received.
Key Features:
Free vs. Paid Tabs – Toggle between free distribution sites and paid postings (if enabled)
Tip: For Search and Staffing Companies, jobs will only be visible on LinkedIn with promotion. See this LinkedIn article on troubleshooting if your jobs are not visible.
Feed Inclusion – Confirms whether the job is currently included in the outbound feed
Application Activity – Indicates if any applications have been received
Live Posting List – Displays active boards the job is currently shared to, such as:
Glassdoor
Indeed
LinkedIn
Monster Free
ZipRecruiter
SimplyHired
MyJobHelper
Talent.com
Use this tab to confirm your job is reaching the right channels and to manage where it appears externally.
For more information about the Job Board Posting Tab, feel free to check out our Job Board Posting Tab on Job Profile article
Exams Tab
The Exams tab allows you to assign and manage assessments tied to the job. These exams can be used to evaluate candidate knowledge, skills, or qualifications during the hiring process.
Key Features:
Assigned Exams – View any exams currently linked to the job, along with:
Exam Name
Duration
Passing Score
Number of Questions
Create Date
Available Exams – Click this tab to browse and assign new exams from your organization’s exam library
Actions Column – Manage each assigned exam (e.g., remove or update settings)
Use this tab to ensure applicants are completing required evaluations as part of your hiring workflow.
For more information about the Exams Tab, feel free to check out our Exams Tab on Job Profile article
Social Media Image Tab
The Social Media Image tab lets you upload an image that will appear alongside this job when shared online. It’s used by platforms that support OpenGraph tags, such as LinkedIn and Facebook.
Key Features:
This image acts as the visual preview of your job post on social media and job board feeds
It’s a great way to boost employer branding and make a strong first impression with candidates
If no image is added here, the default company-level social media image will be used instead (if one is configured).
Click Manage Social Media Image to upload or change the image.
For more information about the Social Media Image Tab, feel free to check out our Social Media Image Tab on Job Profile article
Audit Tab
The Audit tab provides a basic record of when the job was created and last updated, along with who performed those actions.
Key Features:
Created By – The user who originally created the job
Created On – The date and time the job was first added
Updated By – The user who last made changes
Updated On – The most recent date and time the job was modified
Use this tab to confirm activity history or verify who made the most recent updates to a job record.
For more information about the Audit Tab, feel free to check out our Audit Tab on Job Profile article