Clone a Requisition

Users with permission to create new requisitions may choose to clone (copy) an existing requisition and then make any necessary changes to the new requisition. The cloning function is useful when you want to create an exact copy of an existing requisition.

Any previously created requisition can be cloned, regardless of its current status. However, since cloning creates an exact copy of the requisition, dates, contacts, approvers, and drop-down list selection fields must be verified for accuracy. Fields that are out of date and / or inactive selections will be highlighted and can be updated before the requisition is created.

1. Caution: Field verification occurs only on those fields for which the user has edit rights. Therefore it is possible that a cloned requisition could be saved with invalid questionnaires or approvers if the user who clones the requisition does not have rights to view or edit these fields.

Users must be assigned the Requisitions > Clone permission to complete this task. This permission is assigned in PeopleFluent Recruiting Administration.

Requisition Cloning Field Alerts

To assist users, fields that contain questionable or invalid information are highlighted.

• A field alert symbol designates dates that are in the past and may be invalid for the cloned requisition.

• A warning symbol designates lists, such as categories, locations, skills, benefits, etc. that contain invalid selections. The individual option in the list that is no longer valid is highlighted.

• Inactive Contacts and Approvers are designated by a warning symbol displayed beside both the contact group and the contact name. Additionally, the inactive user’s name is highlighted.

To clone a requisition

1. 1. In the Workflow pane, double click on the name of the requisition you want to clone. The requisition opens in the Detail pane.
   2. Click Clone at the bottom of the Details pane.
   3. A dialog box appears displaying a field to enter a new Requisition ID.

   1. If your company has selected to manually assign a Requisition ID number, enter the ID number for the new requisition. Click OK.

   2. If the field is left blank, RMS will automatically assign an ID number to the new requisition. Click OK.

   4. A confirmation message will be displayed asking if you wish to continue with the cloning process. Click Yes.

   5. The new requisition is displayed in the Details pane.

   6. Field alerts are displayed next to any fields with questionable or invalid information so that they can be easily identified and updated.

   7. Videos associated with the original requisition are copied over during the cloning process.

   8. Notes and attachments associated with the original document are not copied during the cloning process.

   9. Once the cloned requisition is edited, click the Create button to complete the process. If the cloned requisition is missing required fields or contains fields with invalid information, error messages will be generated alerting the user of the specific fields that require updating.

   10. Changes made to fields on the cloned requisition will also be saved to the requisition job post template.

   11. The newly cloned requisition will be displayed in the Workflow Frame with a status of Open or Pending if requisition approval is required.

Additional Information

About Requisitions

Find a Requisition

Create a Requisition (With Approval)

Create a Requisition (Without Approval)

Draft Requisition

Edit a Requisition

Print Requisition Information

Delete a Requisition