Jobs are the framework of the Loxo Workflow in Loxo, and naturally, that means there can be some questions about them. Continue reading below for insight around frequently asked questions related to jobs.
Questions About the Main Jobs Page
Why are there Jobs and Candidates buttons on the Jobs page?
On the Jobs page, you have two views: Jobs and Candidates. You can toggle between the two by clicking on the tabs at the top.
The Jobs view provides a list of your jobs, including a quick overview and any Job Statuses or Job Tags used to organize jobs for your agency. The Jobs view also offers a Boolean-enabled search bar so you can quickly find a given job. By default, the Jobs page will only show jobs that are in the Active or Open (the "Default") status. The filter icon on the right can be used to narrow down the results, including jobs that have been closed or moved from the active/open status.
From the Jobs view, you can click on a job to open the pipeline, where you can view the job's details, activity, candidates, and more.
The Candidates view gives you a quick overview of where candidates are in the pipeline across all jobs. You can choose between a Kanban view and a List view on the Candidates tab. From the Kanban view, you can move candidates from one job stage to another using Drag & Drop, just like in a regular Job Pipeline. Since this view is showing candidates across all jobs, there will be certain limitations with what is visible and what actions are available, but you can easily open a candidate's record or navigate to the Job Pipeline from here for more.
Questions About Jobs
The title I want isn't in the dropdown menu. How can I set a custom title for my job?
The Role Titles available in the dropdown menu for this field are standardized across many different platforms, and your selection here is used to help with Job Board integrations and AI searching for potential matches. If you don't see the exact title you're looking for, you can select the closest match and then set a customized title in your Display Name field. By default, the Display Name will match the Role Title you've selected, but you can click the Display Name to open a text box and make any necessary changes.
You will also be able to set a custom Published Name. This is helpful if you would like online applicants to see something different than what you see in your internal database. The Published Name field can be filled out when Job Board Publishing is enabled.
Can I filter candidates within a Job Pipeline?
Yes, you can! Depending on which view you prefer, the List view or the Kanban view, there are filters available to help you find who you are looking for. Simply click the funnel to the right of the search bar, and your filter options will appear:
If you're using the List view of the pipeline, all of the filters on your People Page will be available to you, including Custom Fields. If you'd like to be able to filter by other fields in your Job Pipeline, you can navigate to the People Page and click the Gear icon in the top-right corner. This will open a Customize Grid window, where you can enable/disable fields, add fields, delete fields, and reorder fields. You can learn more about customizing fields here.
If you prefer the Kanban view, you will be able to filter by data points such as the candidate names, current titles, created date, source, etc.
Can I copy an existing job to make a new one?
Yes, you can clone an existing job. This can be helpful if you're looking to repurpose the job details for a similar or identical job order. Please note that because of the way Loxo's AI is used to match candidates with jobs, Loxo AI cannot be applied to cloned jobs. To use Loxo AI within a new job, even if it is similar or identical, a separate listing must be created.
To copy an existing job, open the Job Pipeline and click the three dots in the top right corner. Select "Duplicate Job" from the menu and click "OK." The page will reload, but you will still be in the original Job Pipeline. You can easily locate the duplicate listing by searching for "Copy" on the Jobs page. You can click this link to read more about editing existing jobs.
Where did the number go that used to be after my job title?
Formerly, when creating a Job with Loxo AI, you may have noticed a number populated at the end of the job title. The Job ID is an internal identifier that is automatically assigned and was previously displayed for easy tracking. The Job ID is still displayed in the top left corner when you open a Job Pipeline. The Job ID can also be found within the URL when you have a Job Pipeline open in Loxo. The Job ID is searchable from the main Jobs page.
Pro Tip: You can switch between Job Pipelines in your browser by swapping the Job ID in the URL.
If you prefer having the Job ID number included in the Display Name title:
Navigate to "Manage Job" using the three dots in the top right corner of the Job Pipeline.
Click the Display Name to open the text field editor.
Edit the Display Name here to add the Job ID found in the URL.
Click "Save."
Note: A job's Published Name will pull from the Display Name by default, unless a custom Published Name has already been entered. If you want your external Published Name to be different from the job's internal Display Name, you can modify the Published Name in the Job Board Publishing section of the job's settings.
How do I change the title of a job?
When you created a job, you selected a Role Title from the dropdown menu, and you may have set a custom Display Name and/or Published Name. The Display Name is what you and your team will see in Loxo. By default, the Published Name will match your Display Name, but if you would like to modify the title that is shown to applicants online, you can set a separate Published Name as well.
To edit the Display Name of a job, please follow the steps below:
Open the Job Pipeline in Loxo.
Open the Job
Select "Manage Job" from the top right of the page.
Click the "Display Name" to open the text field editor.
Update your Display Name as needed.
Save!
To edit the Published Name of a Job, please follow the steps below:
Navigate to "Manage Job" at the top right of the Job Pipeline.
Locate the Job Board Publishing section. Note: the job must be published to set a Published Name.
Modify your Published Name as needed.
Save!
These changes will be reflected on your Jobs page in Loxo and any external postings when applicable.
Why isn't the 'auto-fill from company' option available for my job location when creating or managing a job?
The 'Auto-fill from company' option will only appear if the hiring company's record in Loxo includes a location. To enable auto-filling of the job's location when creating or managing a job, ensure the address has already been added to the company's record in your database.
Can I move candidates from one Job Pipeline to another?
Sometimes you find great candidates for one job, only to then realize they are also an excellent fit for a different job. Loxo has you covered! You can move candidates between jobs, and also move candidates from a previous Job Pipeline to brand new opportunities. You can click this link to read more about how to move candidates.
Can I delete someone from a Job Pipeline without "Rejecting" them?
Yes, you can remove a person from a Job Pipeline without marking them as "Rejected." The best way to remove a person from a job is via the Candidate Card on the Kanban View. You can click the three dots in the top right corner and select 'Remove from Job.'
How do I delete a job?
Deleting a job in Loxo is a straightforward process, but it requires specific permissions and careful attention to related data. Only users with admin permissions can delete jobs. Follow these steps to delete a job in Loxo:
Open the job you wish to delete.
Click the three dots (more options) located at the top-right corner of the job page.
In the flyout menu, scroll to the bottom and select Delete Job.
Confirm the deletion action. Remember, this action is irreversible. If you encounter issues during the deletion process, ensure you have the necessary permissions or refer to the instructional video provided by Loxo.
Can I merge two jobs?
No, it is not possible to merge jobs. You can follow the directions here to move candidates from one job to another.
How do I attach a document to a job?
If you are looking to attach a document to a job, follow the steps below.
Open the job
Select Overview at the top left of the page
Scroll down to Attachments on the right hand side of the Overview page
Click the blue + button on the Attachments section
Select your file!
Questions About Job Postings
Can I print my Job Posting?
Loxo does not currently have a one-click-to-print feature, though it is very simple to share a Job URL for external viewing. Click this link to learn how to share a job or post to a job board. The best way to print a hard copy of your job description would be to copy the information into another file, such as a Word document, to print.
Can I import jobs into Loxo using a CSV file?
Jobs can be added in Loxo by setting them up directly in the system, creating them via our Open API, or performing a data migration from another platform. Jobs cannot be uploaded into Loxo from a CSV file.
Why is my job not posting to Indeed?
If you aren't seeing every job post you create pushed to Indeed as expected, and you have already checked all of the Loxo settings to make sure the jobs are active and published, you might need to review Indeed's guidelines on creating a job post.
Here are a few proven practice recommendations from Team Loxo to maximize success with your job postings:
• Change the name of your job title.
• Update the description to make sure it is engaging the job seeker.
• Put yourself in the job seeker's shoes. Use the keywords that a job seeker in your industry would use if they were to search for jobs on a job board.
• Make sure those keywords are in the job title, the first few lines of the job description, and throughout the job posting.
Why is my job not showing up on my website?
If a new job isn't showing up on your website, check to make sure that you have enabled Job Board Publishing. While some users can build a custom website integration to pull jobs from multiple statuses, by default, a job must be Published and Active in Loxo for it to be posted through to Job Boards, including the one on your Careers Page. Ensure the start date for the job are filled out, as this is required for publishing.
If Job Board Publishing is enabled for the role, check the Advanced Settings to make sure the Job Status is still "Active" and "Open" - I.E. the job has not passed the filled/closed date. Save any changes after adjustments to ensure they take effect.
Why is my job not showing up on a Job Board?
Some Job Boards will automatically pull your job data from Loxo using an XML Feed. Other Job Boards require you to post the job to their site from Loxo. If you do not see a new job on a specific Job Board, make sure that the job is on the applicable XML Feed or try to use the "Post to (Job Board Name)" option in the Job Pipeline's menu.
Check to make sure the Job is already Published and Active. Some Job Boards require a Location, so make sure you've added a City or State for your job posting.
The location I'm trying to enter for a job isn't showing up in the dropdown menu. What do I do?
Our regular Location field uses structured data to pull in accurate City, State, and Country information.
If you are trying to enter a location that is not showing up in the dropdown menu, you can click the +Use an address option to enter free-text data. Note: our free text fields do not validate that the information entered is accurate (i.e., it does not verify that a true Country has been entered in the Country field).
