MembershipWorks - Get Started

Job Boards

Create a Job Board

  1. Log into MembershipWorks and go to Jobs/Other Boards
  2. Click on “+ New Jobs/Classifieds/Other Boards”
  3. Type 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
  • 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.
    create listings setting
  • 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.
  • Set a fee for listings under “Posting fee” if you want to charge listers a per-posting fee to post on your Board.
  • Under “Payment”, you have an option to allow members to charge their card on file if:
    • They are on auto recurring billing for their membership, and
    • You use Stripe or Authorize.net (with CIM) as your payment gateway
      job board payment options
  • If you are allowing nonmembers to post listings, you will need to:
    • Review and pick an existing folder or create a new folder in “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.
    • 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
    • Then select a folder for these nonmembers to be placed within. Selected folders and labels will be in blue.

nonmember board checkout action to create an account

This will allow non-members who add listings to log back in to track, edit, suspend or renew their listings.

  • If you want to group and track the members 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 blue. You can optionally create a new folder in Folders or create a new label in Labels & Membership for this purpose.
    board checkout member account
  • 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.
    confirmation email
Form Template Tab
  • 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.
  • 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

The Display Template

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

board search filteringAt 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 (dropdown) fields and tags can be used for search filters. For job boards by default you can allow users to filter by:

  • Salary range
  • Job type
  • Work from
  • Tags

search/filter template

Adding a Job Board to Your Website

You can add the form 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 board on a page. You’ll need to add three pages onto your site to make your job board fully functional:

  1. Job Listings Page
  2. Job Posting Page
  3. Manage Listings Page
Add a Job Board to a WordPress Website

You’ll need to add three pages onto your site to make your job board fully functional.

Add a Listings Page

  1. First, create a new page in WordPress where your job listings will exist on your website
  2. Go to the Dashboard tab of the Jobs board
  3. Click Embed
  4. Make sure WordPress is selected
  5. Copy the “View listings shortcode” in the yellow box
  6. Paste it onto your website page that you are creating
  7. Click “Publish” or “Update” in WordPress to save your changes

embed jobs

Add a Post a Job Listing Page

Tip: Add a link to this page from your Listings page. Having a link to this page there will help promote the creation of listings.

  1. Create a new page in WordPress where your job posting form will exist on your website. This will be the page where employers post their jobs
  2. Go to the Dashboard tab of the Jobs board
  3. Click Embed
  4. Make sure WordPress is selected
  5. Copy the “Post listing shortcode” in the yellow box
  6. Paste it onto your website page that you are creating for your listing form
  7. Click “Publish” or “Update” in WordPress to save your changes

Add a Manage Listings Page

Note: if you have multiple boards (jobs, classifieds, etc.), you only need one listings management page. Members and users will be able to manage their listings across all the boards on this one page.

  1. Create a new page in WordPress where your manage listing page will exist on your website. This will be the page where employers can log in to manage their job postings
  2. Go to the Dashboard tab of the Jobs board
  3. Click Embed
  4. Make sure WordPress is selected
  5. Copy the “Manage listings shortcode” in the yellow box
  6. Paste it onto your website page that you are creating for employers to their manage job listings
  7. Click “Publish” or “Update” in WordPress to save your changes

Tip: Add a link to this page from your Listings page. This will help prior listing posters manage their listings. Also add a link to this page within the “Message for email” in Emails under your form’s Settings tab. This will help listing submitters easily find where they need to login to manage their listings.

 

Add a Job Board to all Other Websites

You’ll need to add three pages onto your site to make your job board fully functional.

Add a Listings Page

  1. First, create a new page in your website builder (Weebly, Squarespace, Wix, etc.) where your job listings will exist
  2. Go to the Dashboard tab of the Jobs board
  3. Click Embed
  4. Select either “Wix” or “All Other sites” according to what type of website you have
  5. Copy the “View listings snippet” in the yellow box
  6. Paste it onto your website page that you are creating
  7. Publish your page or save your changes if the page is already published

embed jobs on other sites(not WP)

Add a Post a Job Listing Page

Tip: Add a link to this page from your Listings page. Having a link to this page there will help promote the creation of listings.

  1. Create a new page in your website builder where your job posting form will exist on your website. This will be the page where employers post their jobs
  2. Go to the Dashboard tab of the Jobs board
  3. Click Embed
  4. Select either “Wix” or “All Other sites” according to what type of website you have
  5. Copy the “Post listing snippet” in the yellow box
  6. Paste it onto your website page that you are creating for your listing form
  7. Publish your page or save your changes if the page is already published

Add a Manage Listings Page

Note: If you have multiple boards (jobs, classifieds, announcements, etc.), you only need one listings management page. Members and users will be able to manage their listings across all the boards on this one page.

  1. Create a new page in your website builder where your manage listing page will exist on your website. This will be the page where employers can log in to manage their job postings
  2. Go to the Dashboard tab of the Jobs board
  3. Click Embed
  4. Select either “Wix” or “All Other sites” according to what type of website you have
  5. Copy the “Manage listings snippet” in the yellow box
  6. Paste it onto your website page that you are creating for employers to their manage job listings
  7. Publish your page or save your changes if the page is already published

Tip: Add a link to this page from your Listings page. This will help prior listing posters manage their listings. Also add a link to this page within the “Message for email” in Emails under your form’s Settings tab. This will help listing submitters easily find where they need to login to manage their listings.

 

Managing Your Job Board

Approve Listings

approve job board listings

If you checked the circle in Settings > “Approval __ require admin approval to display” and entered at least one email in the Settings > “Notify email(s) when a new listing is posted,” that email address will be notified when it is time to approve a new listing. To approve the listing:

  1. Log into MembershipWorks
  2. Go to Jobs/Other Boards
  3. Click on the name of the Board
  4. On the Board’s Dashboard, you will see a listing with a Status that is “pending”
  5. Click on the circle next to the listing to make it “active”
  6. The email you have set up in Settings > Emails > Confirmation when listing activated (approved and/or fee due paid) will be sent to the listing poster so that they know it is approved.
Manage Listings

admin manage board listing

See our tips for handling:

  • Edit or void a listing – Members are able to login and edit or cancel their listings, but administrators can also handle these tasks from the Board’s Dashboard. Simply find the listing and click on “Manage.” To hide the listing from the front end, you can select one of the Void options. You can use the Edit listing feature to make changes to text or images.
  • Refreshing a listing – When a listing is refreshed the posting date will be reset and the listing will be returned to the top of all listings. An administrator can refresh a listing at any time. Members cannot refresh listings by default but you can enable members to refresh listings themselves under the board settings.
  • Check payments – If you are charging for listings and want to accept offline payments, we recommend using these Settings at minimum:
    • Set a “Posting fee”
    • Under Payment, check the circle next to “Allow offline payment” and enter instructions and an address to send payment to
    • Check the circle in “Approval __ require admin approval to display”
    • Enter at least one email address in the field “Notify email(s) when a new listing is posted”

To process the payment and turn on the listing, go to your Board’s Dashboard and find the pending listing. Click on the Manage link and select “Record payment received.” Then change the status from “pending” to “active.”

  • Secondary administrators – Organizations can allow secondary administrators to manage Board postings. The primary administrator should:
    • Go to Organization Settings > Admins
    • Click on the name of the secondary administrator who needs access to Boards
    • In the drop down menu next to “Boards”, select “Full boards admin”
    • Click “Save”

Jobs/Announcements/Classifieds