Create a Job Board

Create a Job Board

  1. Log into MembershipWorks and go to Jobs/Other Boards.
  2. Click on + New Jobs/Classifieds/Other Boards.
  3. Enter a name for your Board (no spaces or special characters); note that this name is just for admin reference. Although the name does not appear on your site, it will be part of the page URL.
  4. Choose the Jobs Board type from the Default settings drop down menu. 

Settings

  1. Using the “Eligibility” settings, you can allow members with specific labels, folders, add ons or membership levels to add listings. This is helpful if you sell the ability to add listings as an add on or as a benefit only available to certain membership levels. If you uncheck this box, any website visitors, including nonmembers, may add listings.




  2. You can require admin approval for listings by checking the circle within Approval __ require admin approval to display. If you choose this option, be sure to enter at least one email in the Notify email(s) when a new listing is posted. This is the email address that will receive a notification to approve a new posting.
  3. Set a fee for listings under Posting fee if you want to charge listers a per-posting fee to post on your Board.
  4. Under Payment, you have an option to allow members to charge their card on file if:
    1. They are on auto recurring billing for their membership, and
    2. You use Stripe or Authorize.net (with CIM) as your payment gateway



  5. If you are allowing nonmembers to post listings, you will need to:
    1. Review and pick an existing folder or create a new folder at MembershipWorks > Folders to organize these non-members. You can call it “Listings,” “Job Board” or something similar so you can later identify the reason they’ve been added to your accounts. Note that when nonmember accounts are added to the system, these accounts count toward the number of accounts in your system for billing purposes with MembershipWorks.
    2. Check the following setting in Checkout actions: "if user does not have account, add user to these labels/folders (at least 1 folder required)" and
    3. Then select a folder for these nonmembers to be placed within. Selected folders and labels will be in green.



This will allow non-members who add listings to log back in to track, edit, suspend or renew their listings.
  1. If you want to group and track the members who are posting listings (beyond the tracking on the board’s Dashboard), you can check the following setting in Checkout actions: “if user has account, add user to these folders/labels”. You’ll then want to select which folder and/or label you want to apply to the member. Selected folders and labels will be in green. You can optionally create a new folder in MembershipWorks > Folders or create a new label in MembershipWorks > Labels & Membership > Labels for this purpose.




  2. Under Emails, it is a good idea to add links in the emails to the listings page and to the listing management page on your website (you’ll create these in the “Adding a Job Board to Your Website” step below; you can come back and add links in the email after those pages are created). This way, those who want to edit or update their listing can easily find where to do that. You can also mention that non-members will need to use the “Request Password” feature on the login page if they have not logged in before.




Form Template Tab

  1. The fields in this section will be pre-populated with questions according to which type of Board you selected when you created the form. You are welcome to edit or remove these fields or add new ones.
  2. For job boards, the Industry box contains Tags for specific categories of jobs. You are welcome to add additional Tags by clicking on the box with the + sign that appears at the end of the tag list. You can drag and drop the tags to re-arrange them, and you can also delete any of the tags that you do not need by clicking on the tag you’d like to remove.
Important: review and adjust the fields (such as the salary range options) and tags to fit your organization and members. The default settings are generic and may not be optimal for your needs. Once you’ve made changes be sure to click Save Template.
to finalize the changes.

Display Template Tab

The Display Templates

These templates control how the listings appear on your website. Changes should be done carefully to ensure the HTML is valid, so if you do not have HTML expertise we recommend having your web developer make the adjustments.

Search/Filter Template

At the bottom of the page you can set up Search/Filter criteria to help your website visitors filter through listings to more quickly find the types of listings they are interested in.


Only select (drop down) fields and tags can be used for search filters. For job boards by default you can allow users to filter by:
  1. Salary range
  2. Job type
  3. Work from
  4. Tags



Add a Job Board to Your Website

You can add the job board to your website by utilizing a shortcode (WordPress) or HTML5 snippet (Weebly, SquareSpace, etc.) that we provide. Please note that you can only put 1 shortcode or snippet on a page.

With these instructions, you’ll be adding the following 3 pages to your website:
  1. View Listings - This will be the main Job, Announcement, or Classified Ads board on your website that displays the listings. You can see an example of this page here.
  2. Post Listing - This page will display the form that a user needs to complete to post a listing. You can see an example of this page here.
  3. Manage Listings - This will be the page where a member can log in to manage their listings. They will be able to preview, cancel, or edit their listing(s) from this page. They can also refresh a listing that has expired if you have enabled this option in the board settings.
  1. Go to MembershipWorks > Jobs/Other Boards and click on the board on the right that you want to add to your website.
  2. Check that the Dashboard tab at the top is selected and click the Embed button on the dashboard.
  3. Select your website’s CMS platform from the drop down. 



  4. Copy the code from the first box below View listings snippet
  5. Create a new page on your website for the main Job board page and paste the code into this page using the instructions for integrating our features with your website. Save the page when complete.
  6. In MembershipWorks, go back to the board’s dashboard and copy the code from second box below Post listing snippet.
  7. Create a new page on your website to Post Listings and paste the code into this page. Save the page when complete.
  8. In MembershipWorks, go back to the board’s dashboard and copy the code from third box below Manage listings snippet. 
  9. Create a new page on your website to Manage Listings and paste the code into this page. Save the page when complete.
Note: If you have added multiple boards on your website, you only need to follow steps 8-9 once. Members will be able to manage all of their board listings from this one page.

Managing Your Job Board Listings