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Requisitions are created for job openings within your company. The specific fields on a requisition depend on your company’s needs, but requisitions always have a requisition title, a position description, and requisition contacts at a minimum.
Regardless of the specific fields or organizational requirements needed for your requisitions, there are several steps that are common when creating a requisition without an approval process:
When a job opening is identified in your organization, you will need to create a new job requisition to be posted to your company's job board, as well as internet posting sites to which your company maintains accounts. The job requisition includes information about the opening that is important to recruiters, hiring managers, interviewers, and applicants.
The instructions below are designed to step you through the most common steps in creating a new requisition in PeopleFluent Recruiting Portal. Your permissions and your organization's requirements for job requisitions determine the specific fields and panels that you will have access to during the creation process. For example, if your organization does not routinely collect EEO / AA data for all candidates, this panel will not be displayed during the requisition creation process. If you do not have permission to view a panel, such as the compensation panel, it will not be displayed during the creation process.
To create a new requisition
Go to Primary Navigation Bar > Requisitions > Create Requisition. Alternatively highlight a requisition in the Workflow pane, right-click, and select New Requisition.
The Create Requisition window opens displaying a blank requisition form.
If your company uses requisition questionnaires, you can assign one or more questionnaires to the requisition. Questionnaires are useful in gathering additional information about candidates. Once they are assigned to a requisition, you can then attach the questionnaire to a job posting, to an interview, or to a workflow trigger associated with the requisition.
Users assigned the Various Panels on the Requisition Screen > Questionnaires > Add permission can complete this task.
To assign questionnaires to a requisition
In the Create Requisition window > Questionnaires panel, click Add to List.
The Add / Edit Dialog window opens.
Click Show All Questionnaires to view a list of all questionnaires.
Enter the Questionnaire Name (or any portion of the name).
Enter the Category (or any portion of the category name).
Click Search to view the questionnaires that meet any portion of the entered search criteria.
Questionnaires are displayed in the Available Items window.
Contacts include the recruiters, hiring managers, and onboarding managers who will be assigned to the requisition. Once the requisition is approved and the status is updated to Open, the recruiters and hiring managers listed in the contact area will receive automated emails alerting them of the new job opening and of any actions required of them during the workflow process.
Users assigned the Various Panels on the Requisition Screen > Contacts > Add permission can complete this task.
To add contacts to a requisition
In the Create Requisition window > Contacts panel, click Add for the type of contact you want to add.
You may enter the contact's last name and click Search .
Click More Criteria to display additional search fields. Enter additional search criteria as required and click Search.
Click Show All to display all users who are assigned the selected role.
Select the check box(es) next to the contacts you wish to add to your search criteria. Your selections will be displayed in the Selected People field.
Click the Remove button next to the person's name to remove them from the Selected People field.
Click OK to add the selected people to your search criteria.
Repeat the above steps for hiring managers and onboarding managers as required.
Click Add again to add additional contacts to a list.
Click the Remove button next to a contact's name to remove it from the list.
When all required contact types are selected, choose the primary recruiter, hiring manager, and onboarding manager by selecting the radio button in the Primary column of the contact list.
To save a contact list for future use
To use a saved contact list
Click the Saved User Lists option at the top of the panel.
Select a previously saved contact list from the dialog box.
Click OK. The contact list will be updated with the saved contacts in the selected user list.
With the appropriate role permissions, the Videos panel appears on the Create Requisition screen and users can add videos to the requisition.
To add a video to a requisition
Open an existing requisition or create a new one.
In the Videos panel, click the Add a Video icon. The Add/Edit Videos pop-up window appears.
Execute a search for videos in the Search for panel:
Select a Channel from the drop-down list and then click the Search button.
Enter the name in the Keyword field and click Search.
Select a Channel and enter a Keyword and then click Search.
Review the entered information for accuracy and submit the requisition for approval.
RMS allows you to check your spelling in all the free-text fields (that is, fields in which you have manually typed information) on your requisition. The spell checker does not check non-editable fields, items that were selected from lists, and numeric fields. In addition, the spell checker does not check for grammatical errors or for errors in sentence structure.
To check spelling
Click Spell Check at the bottom of the Create Requisition window to check all free-text fields on the requisition. You may also highlight text in an individual field and click Spell Check to verify spelling for that particular field.
The RMS spell check controls are similar to other spell check applications. You can ignore words that the spell checker has flagged, you can select a suggested spelling, or you can manually correct a misspelled word.
Users cannot add words to the spell checking dictionary, however they can select the Ignore All option so that the spell check will no longer flag a specific word as misspelled.
A dialog box is displayed when spell checking is complete.
If you need to leave your work before you have completed all the requisition information, click Save as Draft. Before you can save a requisition as a draft, you must enter a position title. You can come back to the requisition later and complete the remaining fields. The draft requisition can be retrieved from the Load Draft field at the top of the Create Requisition window.
When all fields are completed the requisition is ready for approval by the selected approvers.
To submit the requisition for approval
Click Create at the bottom of the Create Requisition window.
The window will close.
The requisition status will be updated to Pending.
The first approver will receive an email notification alerting them of the need to review and approve the requisition.
The requisition will not be visible in the Workflow pane unless a requisition filter for pending requisitions is created or selected.
Additional Information
Create a Requisition (With Approval)
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