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How to Create and Manage Job Briefings

Administrator guide on how to set up, create, and manage job briefings on the platform.

Updated today

What is a Job Briefing?

The Job Briefing is the central communication tool between the Business team and HR. It eliminates the use of external spreadsheets, allowing client data to be transformed into publishable job openings with just one click..

Benefits:

  • Centralization: All demand information stays in one place.

  • Traceability: Each briefing records who created it and when it was updated.

  • Agility: HR creates a draft job opening from the briefing with a single click.

  • Standardization: Pre-configured templates ensure no essential information is forgotten.

Access Profiles and Permissions

As an administrator, you define the level of autonomy for each team member. Check the capabilities of each profile:

Profile

What they can do

Business

View, create, and edit briefings. Convert briefings into job postings (draft).

Manager

Everything the Business profile can do, plus delete briefings created by other members.

Administrator

Full access to all briefing operations, including template configuration.

Note: Members with the User profile do not have access to the briefing functionality.

O Gemini disse

Perfeito, aqui está a tradução completa para o inglês, mantendo exatamente a estrutura, o tom profissional e a formatação que padronizamos nos passos anteriores.


📋 Guide: How to Create and Manage Job Briefings

The Job Briefing is the central communication tool between the Business team and HR. It eliminates the use of external spreadsheets, allowing client data to be transformed into publishable job openings with just one click.

Benefits:

  • Centralization: All demand information stays in one place.

  • Traceability: Each briefing records who created it and when it was updated.

  • Agility: HR creates a draft job opening from the briefing with a single click.

  • Standardization: Pre-configured templates ensure no essential information is forgotten.


Access Profiles and Permissions

As an administrator, you define the level of autonomy for each team member. Check the capabilities of each profile:

Profile

Capabilities

Business

View, create, edit, and transform briefings into job drafts.

Manager

All "Business" functions, plus the permission to delete briefings created by others.

Administrator

Full access, including global template configuration.

Note: Members with the User profile do not have access to the briefing functionality.

Individual Permissions

When inviting or editing a member with a Business or Manager profile, you can individually configure the following:

  • List Briefings: Allows viewing the company's briefing list.

  • Manage Briefings: Allows creating and editing briefings.

  • Create Jobs from Briefings: Allows transforming a briefing into a draft job opening.

  • Delete others' Briefings: Allows removing briefings created by other team members.

Tip: when inviting a new member with the Business profile, briefing permissions are assigned automatically.

Template Configuration (Standardization)

The template ensures no essential information is missed during data collection. To configure:

  1. Go to Company Settings;

  2. Locate the Briefing Template section;

  3. Define the default fields (Suggestions: Job/Area, Client, Hiring Model, Description, and Salary Range);

  4. Click Save.

Workflow: From Briefing to Job Opening

1. Creating a New Briefing

  • Access the Briefings menu in the sidebar;

  • Click the blue Create Briefing button;

  • Enter the Title and select the Primary Language;

  • Upon saving, the editor will open with your pre-loaded template. Adjust the information as needed and save again.

Briefings list on the Coodesh platform

Create briefing modal with title and language fields

2. Transforming a Briefing into a Job Opening

  • In the briefing list, locate the desired item;

  • Click the Create Job button;

  • The system will automatically generate a job draft with the briefing data already filled in. Simply review, apply final adjustments, and publish.


Briefing actions menu with Edit, Create Job, and Delete options

Multi-language Support

The platform supports briefings in Portuguese, English, and Spanish.

  • Use the language selector within the editor to add independent translations.

  • The original briefing remains saved and linked to the created job, serving as a consultation history for the HR team.

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