For: Admins who manage requisition and offer templates, and recruiters who work with positions and offers.

Summary

Template versioning keeps a history of every published change to requisition and offer templates. It also lets you choose when existing positions and offers pick up a template change.

What is template versioning?

Template versioning turns each published change to a requisition or offer template into a new version. Admins edit a draft, preview the changes, and then publish the draft as a new version. New positions and offers use the latest version. Positions and offers that already exist keep the version they were created with until a user updates them.

Why it matters

• A record of every change: You can see what changed in each version, when it changed, and who changed it.
• No surprise changes to work in progress: Publishing a new version doesn't change open positions and offers.
• Safe editing: Your edits stay in a draft until you publish them, and you can discard the draft at any time.
• Easy recovery: You can restore an older version if a change needs to be undone.

How it works

1. Edit a template as a draft

Go to Admin Console > Talent Tracking > Position > Templates or Offer > Templates, and open a template. The editor opens the template's draft and shows a Draft pill next to the template name. Your edits save to the draft automatically, so you don't lose work and nothing reaches positions or offers yet. If you don't edit a draft for 7 days, it resets to the latest published version the next time you open it.

2. Preview or discard your changes

Select Preview changes to open the Changes panel. The panel compares your draft with the latest published version, section by section, so you can check your edits before anyone else sees them. Tags such as New, Edited, and Removed show the type of each change, and the Edited tooltip lists the settings that changed. Select Discard changes to reset the draft to the latest published version.

3. Publish a new version

On the review step, select Publish draft. In the Publish as new version? dialog, select Publish as new version. New requisitions or offers use this version, and existing ones don't change. If your draft is the same as the latest version, the product doesn't publish it.

4. Review the version history

On the templates list, select the ⋮ menu for a template, and then select Version history. The Versions list shows each version with its date, time, and the user who created it. Select a version to see what changed compared with the version before it. Select Preview to see the full content of that version.

5. Restore an older version

Select an older version, and then select Restore. After you confirm, the restored content becomes the new active version, and the current version becomes inactive. Positions and offers then treat the restored version like any other new version.

6. Update positions and offers to the latest version

When a template has a newer version, positions and offers based on an older version show Action required: 1 change to review. The banner appears on the intake form, in the Approval center, and in the position pipeline. Select Review to open Review template changes. The prompt lists any fields whose data will be lost if you move to the latest version. Select Update version to move to the latest version, or Keep current version to stay on the current one.

FAQs

Who sees the Review template changes prompt?

Users who can edit the position or offer see the prompt. The prompt is hidden when the position or offer status settings don't allow a template change.

Does changing a template's Active toggle create a version?

No. Only publishing, saving basic details, and restoring create a version.

Can I change the current version instead of creating a new one?

Only if your account has the Update current version option turned on. By default, every publish creates a new version.

Why doesn't Change template list the newer version of my current template?

The template picker doesn't list other versions of the template you already use. Use the Review template changes prompt to move to the newer version.

What does the Changes panel not show?

It doesn't show fields that moved between sections or changes in field order. For long content such as offer letters and email bodies, it shows an Edited marker without the full text.