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Navigate the Requisition Detail

KEY TOPICS:

Work with Basic Information and Tools in the Requisition Detail

Upon entry to Requisitions, the Requisition list, consisting of your organization's Job Postings, will appear in the left column. When a Requisition on this list is highlighted, the corresponding detail will display in the right-hand window.

Here, you will find Summary and other tabs, largely displaying information and settings you determined during Add New Requisition. However, the detail view offers an opportunity to perform recordkeeping functions, edit the Requisition, view information in various ways, and export specific data to Excel, as outlined below.

Introduction to the Requisition Detail Layout

At the top of the detail window, the detail header is comprised of:

  1. The title bar, labeling the Requisition
  2. A quick-access toolbar for viewing and editing key Job Posting settings

    AND

  3. A series of tabs, providing access to comprehensive task areas (e.g., Job Description)

Tab-based Working Area

Below the detail header is each tab's working area, topped by a secondary toolbar, containing icon-based tools specific to each task area's data, settings, or views.

Cross-reference: Help links for all task areas can be found here: Requisition Detail Tabs.

Below, this article outlines the Requisition detail's first three tabs:

  • Summary
  • Fields
  • Forms

View the Requisition Summary

The left column contains the Requisition Details, (pulled from the Fields tab) including:

  • Posting Start Date
  • Posting End Date
  • Location
  • City, State, Zip

Also in the left column, Links to your organization's Job Posting page(s) will display for easy access at any time.

In addition, tools for basic Requisition actions and a Job Seeker Breakdown are shown, as described next.

View the Job Seeker Breakdown

Keep track of Requisition progress by accessing Requisition Detail > Summary tab and reviewing the Job Seeker Breakdown table, comprised of numerical statistics by Job Seeker stage and disposition. Links, representing statistics within the table, serve as access points for reviewing Job Seeker activity.

Cross-reference: Review Job Seeker Activity / Review Job Seekers from the Requisition Detail

Change Requisition Category between Open and Closed

The current Requisition Category will be indicated on the right side of the Requisition Detail header: (Pending, Open, or Closed).

Quick Reminders: A Requisition undergoing an Approval Process will be: Pending. If an Approval Process is not associated with the Requisition, it will automatically be Open when created. Once Open, a Requisition cannot be returned to Pending.

To change the Category, access Details on the left side of the Requisition's Summary tab. In the lower toolbar, click the [Open], or alternatively [Close], button to change the Requisition Category.

Perform Requisition Detail Actions

Reopen a Requisition
A closed Requisition will display a [Reopen] button in the Details toolbar. Click this button to change the Category from Closed back to Open. Proceed to reset the settings for: Post the Job Listing Internally and/or Externally and Accept New Job Seekers, as described below.

Copy a Requisition (Administrators only)
From the Summary tab under Details, the Administrator may copy a Requisition. Click [Copy], the second button from the left. Check off whether to:

  • Copy Job Seekers
  • Copy Category

Then select [Go].

Delete a Requisition (Users with appropriate permissions)
In the Details toolbar, click the [Delete] button to remove the Requisition from the system.

Cross-reference: The System Administrator may prevent a Requisition from being Closed until all Job Seekers who applied are assigned a final Disposition code. If you are an Administrator, find more information under Settings and Statuses here: System Tools > Client Settings / Requisitions.

Edit Fields (Administrators only)

The user with Administrative-level permissions can reorganize Field Groups on the Requisition detail > Fields tab. Click the Edit icon at the top of window, and locate the Field below. Then, change the text entry to match a different Group for each relevant Field, and [Save] to apply.

Review Requisition Forms

Typically (and for compliance purposes) a Requisition's Forms will remain the same for the duration of the job posting. However, the Forms tab in the Requisition detail can be accessed to review those Forms, plus statistics on the number of Job Seekers who have completed, or started to complete, each Form.