Toast Payroll: Get Started With Recruitment

Última actualización: 8 abr 2026, 10:03 a.m.

Learn how to configure your Recruiting module in Toast Payroll with this comprehensive guide.

In this Article:

 

     Recruitment Key Terms

    Use this article as a reference to setup and manage your Recruitment module. The Recruitment module is available to customers who purchased the Payroll Pro package of Toast Payroll.

     

    • Requisition: An opportunity to hire an individual to an open role or position. Also known as a job posting.
    • Candidate or Applicant: The individual who applies for a requisition (open position). These terms are used interchangeably throughout this article.
    • Template: These allow you to save portions of text or settings that you may use in the future.

     

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    Recruitment Settings

    This must be done first when using the Recruitment module. On these pages, you'll maintain all the underlying settings for this module. As an HR+ user, navigate to Settings > Recruitment and go through each of the five tabs listed below to customize the module to your specifications. Watch the following video for much more information.
     


    This classroom-style video goes over the back-end and template setup and shows you how to manage your applicants along their recruitment journey.


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    Security Tab

    • The Security Roles with Access table displays all security roles with access to the Recruitment module. To add or remove individuals from this table, update their security role. Employee-level security role users do not have access to Recruitment.
    • The Owners and Followers table provides the different types of actions these users will be able to perform. Owners and Followers are assigned individually to specific requisitions.
    • Pro tip: You might think of your HR team or hiring manager(s) as Owners and anyone else who's involved as Followers, then set permissions accordingly. However, Owner and Follower permissions can be set in any way that makes sense to the company, even if that means they have the same functionality.

     

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    Workflows & Notifications Tab

    • The Workflows table offers the setup for moving a candidate through the stages of hiring and new job postings. Select the Edit pencil to create a workflow of emails and/or Employee To-Do's for status changes or new requisition.
    • When creating a workflow, don't forget to review the Workflow Recipients tab to designate the recipients of notifications.
    • Pro tip: You may wish set up the Publish Requisition workflow so new requisitions can be reviewed by an individual before being published, but the Candidate Status Changes workflow can be overwhelming when multiple requisitions or applicants are present. Both workflows may slow down the process and may not be recommended.
    • The Notifications table allows you to set email and/or employee to-do notifications for stages within the hiring process. This is useful to keep everyone who is involved in hiring on the same page with each applicant.
    • The main difference is workflows require approval to move to the next step, whereas notifications are only alerts of things happening. Notifications can be sent to Owners, Followers, and Static (users that have access based strictly on their security role) and workflows are sent to the recipients set up within the specific workflow itself.

     

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    Settings Tab

    You may change the different selections that can be made to a requisition and its details.

     

    • Positions: In most cases, companies will want to hire for a specific position rather than having a general application for employment. If that is the case, set this to Yes. Note that the selected position will be their primary position if they are hired into Toast Payroll.
    • Locations: Like positions above, candidates can filter requisitions for certain locations. Selecting Yes pulls the different location levels you have set up in Toast, but selecting No allows you to add custom locations. Each requisition must be assigned a location.
    • Application Source: During the application, candidates will be asked the question "Where did you hear about us?". Create the different portals that applicants may have found your requisition through by selecting Add+.
    • Rejection Reason: List the reasons an applicant's employment opportunity may be declined by selecting Add+. This must be selected when a candidate is rejected, so these are required.
    • Categories: Categories are used by candidates and employers alike. They can be aligned to a specific structure within your company, e.g. Front of House, Back of House, Management, etc. Add categories by selecting Add+.

     

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    Careers Page Tab

    The Careers page is the website where your candidates find open requisitions. Companies may have multiple Careers pages (this is common when separating different locations).

     

    • The URL for the Careers page is: payroll.toasttab.com/jobs/<<insert your company code>>. If you will use multiple Career pages, add a URL Extension to tell them apart.
    • Adding a Logo, Banner or About Image will display that image on the Careers page where indicated in the preview on the right.
    • Custom Links are useful if you'd like to link this page to your company homepage or some other relevant website.
    • Add social media links and icons will allow applicants to view those pages.
    • Description can be added, which can be used for welcome text, working environment details, etc.

     

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    Template Setup

    Templates allow you to swiftly create requisitions by using saved information from previous requisitions. Setting up templates saves you time in the long run, but ultimately these are optional. However, keep in mind that templates can be tailored within a chosen requisition. Navigate to Recruitment > Templates and set up as many or few templates as you'd like.
     

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    Requisitions Tab

    Here, you will find each requisition you've created. This page also allows you to design new requisitions or copy existing ones, but before creating a new requisition, you may wish to set up some templates as described in the sections below.


    The Status column allows you to view whether or not they are available to the public (Published - Locked) or still in development (Save For Later). Select the blue copy button to generate a copy of a requisition or select the trash can icon to remove it entirely. Read more about using this tab in the Requisition Setup section of this article.


    Published Requisition: Indicates that the user has published a requisition within the Recruitment module. Once a requisition has been published, candidates can start applying to the application as long as they have the URL.


    Published – Locked Status: A requisition becomes locked as soon as the first candidate applies to a job posting. Once this happens, the steps within the requisition setup are locked and cannot be edited.
     

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    Application Templates Tab

    When application templates are set up, you may use them again in the future when requisitions of the same role become available. Select Add+ to begin an application template.

     

    • First, add the Template Name. Immediately below that, you'll see a line named Phases with its own Add+ button. If you'd like a candidate to complete the application in sections, set up phases. They are primarily used in combination with the Candidate Status Changes workflow mentioned above.
    • The Steps of the template (Position, Demographics, etc.) can be dragged and dropped to personalize the order you'd like them in. You may also select Add+ or the trash icon to add or remove a step from the current template.
    • Select each step to edit its details. You may rename the step or add Help Text if you wish. Applicants will view this help text as they record their answers during the application process.
    • If you'd like to add a survey to the application template, create the survey first by selecting the Survey Templates tab and pressing Add Survey+. A survey step must have a survey template chosen or the application will cause problem for potential candidates.
    • The Fields Setup portion allows you to display or remove fields that would appear in that step of the job application. If a field is displayed, you may choose to Require the field before the applicant can continue.
    • Within Fields Setup, you may also select the security role required to view each field and its specific information. As an example, you may wish for only HR+ users to be able to view the Pay Rate field within the Position step, so you'd set that field's security to HR+.
    • Save the template once it's complete. You may return to the edit portion by selecting the yellow pencil icon of a saved template.

     

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    Interview Templates Tab

    When conducting interviews, you may wish to use a specific set of questions. If interviews are not performed with a computer nearby, you may decide to skip this step entirely. Otherwise, select Add+ to begin an interview template.

     

    • Similar to the Application templates, add the Template Name and use the Add+ button to include different steps to the interview.
    • Rename each step as you see fit and add the Suggested Questions you'd like this step to contain.
    • At the bottom, you may assign a default interviewer for each step, but if this selection is left at No, you may still assign an interviewer within each separate candidate application.
    • Save the template once it's complete. You may return to the edit portion by selecting the yellow pencil icon of a saved template.

     

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    Survey Templates Tab

    There are different reasons to create surveys. Most commonly, you can gather a candidate's availability, but all sorts of answers may be gathered here. Begin by selecting Add Survey+.

     

    • First, Name the survey and optionally add a Description (the description can only be seen by internal users).
    • Always select Recruitment as the survey's Category.
    • Select +New Item to add your first question or item. There are several options to choose from and it may be best to try out different ones to attain your answers or goals of this survey.
    • Select +Add Option to insert responses to your question or item. Select +Add Dependent Question to insert an item that becomes visible only after the parent question is answered
    • Different items can be Required or Scored. Change the toggle to Yes for either item. If this question/item is scored, assign point values to each option. Please note that TextBox questions items cannot be scored.
    • At the bottom of the page is a Preview button where you can test out your survey's functionality.
    • Save the template once it's complete. Save & Publish when the survey template is finalized, but remember this cannot be undone. Editing a survey is done by selecting its name in blue. Published surveys cannot be deleted.

     

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    Description Templates Tab

    These are the descriptions of the open positions you'll be recruiting for. Select Add+ to begin a description template.

     

    • Begin by adding a Template Name.
    • The Headline is a simple overview of the position that will display on the Careers page and the Job Dashboard.
    • The Description is the details that you would like candidates to see. Toast recommends adding things like job responsibilities, requirements, or expectations here.
    • Save the template once it's complete. You may return to the editing portion by selecting the yellow pencil icon of a saved template.

     

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    Communication Templates Tab

    There are three different communications you can automate. These will be sent to applicants at certain times during the recruitment process. Begin by selecting Add+ for any of the three communications.

     

    • Offer Letters are delivered as a To-Do on the candidate's payroll dashboard. These are not emailed directly to applicants due to security purposes.
    • Offer Emails are emails sent to the candidate indicating they have an Offer Letter available in Toast Payroll.
    • Rejection Emails are sent to candidates that will not be receiving an offer for the job they applied for.
    • You will give each communication a Name and add a Message. Add a Subject for both email templates and feel free to insert a Header and Footer Image for the offer letter.
    • Save the template once it's done. You may return to the editing portion by selecting the yellow pencil icon of a saved template.

     

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    Requisition Setup

    After building out templates or when you're ready to create a requisition, navigate to Recruitment > Templates. Choose Add+ to begin a new requisition. There are five steps to each requisition setup. Use the circular buttons at the top or the Prev and Next buttons at the bottom to navigate between steps.


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    Posting Details

    • This step includes the basic details of the posting itself. The information that appears in the drop-down menus is populated from work done in previous parts of this article.
    • If you use a Description Template, it will automatically fill in the Headline and Description fields.

     

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    Application

    • Note the template drop-down menu at the very top. If Application Templates have been created, selecting one will automatically fill in the information for this step. If you use a template, feel free to make changes to what it populated.
    • If a template was not chosen, use the notes provided in the Application Templates tab to develop the application for this requisition.
    • If you do not use an application template and you plan to use a survey in your application, make sure to select a survey template from the drop-down menu to avoid problems with the candidate application process.

     

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    Interview

    • Just like the Application step above, you may choose your Interview Template from the very top of the page. Changes can be made to the template once it is selected.
    • Otherwise, use the same notes in the Interview Templates tab section to enter potential interview questions for this specific requisition.

     

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    Communication

    • This is the third step where templates may be used to fill out all necessary information. These templates may have been created in the Communication Templates tab section of this article earlier.
    • Turn On either of the communication notifications here. Once you do, they will expand to display the different settings of each notification. This is where you can choose the templates you want or create the communications from scratch.
    • The Offer Letter and Offer Email are together since the letter will provide the confidential information about the job and the email will let the applicant know they have an offer letter pending in Toast Payroll.
    • You may choose to leave both toggles on No. This page is optional.

     

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    Settings

    • The final step gives you several options. Answer the General questions to start.
    • Internal postings go to the Jobs Dashboard. External postings go to the Careers page. Selecting Both displays the requisition on both pages. 
    • Pro tip: If the Slots option is set to 0 and the Deactivate option is left at No, the requisition will stay open regardless of how many candidates are hired.
    • The Budget step is optional as this information only reflects on internal reports.
    • The People section allows you to add Owners and Followers to the requisition. Keep in mind that these individuals do not need to have access to the Recruitment module through their security role; however, they will only be able to access this requisition in the way that Owners and Followers were set up in the Security tab.

     

    Once a requisition has been completely set up, you have a Save and a Save & Publish button.

     

    • Save will allow you to save your progress, but does not make the requisition live. Applicants will not see this on the Careers page and/or the Jobs Dashboard. Return to this requisition by navigating to Recruitment > Templates > yellow Edit pencil.
    • Save & Publish will make this requisition immediately live on the Careers page and/or the Jobs Dashboard. Published requisitions may not be edited.

     

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    This content is for informational purposes and is not intended as legal, tax, HR, or any other professional advice. Please contact an attorney or other professional for advice.