< back

Navigate the Requisition Detail

KEY TOPICS:

  • Overview of the Requisition Detail Layout
  • View the Requisition Summary
    • View the Job Seeker Breakdown
  • Perform Requisition Detail Actions
    • Change Requisition (Status) Category between Open and Closed
    • Reopen a Requisition
    • Copy a Requisition (Administrators only)
    • Delete a Requisition (Users with appropriate permissions)
  • Use Requisition Header Tools
    • Post the Job Listing Internally and/or Externally
    • Accept New Job Seekers
  • Export to Excel (Job Seeker Activity, History, Notes)

RELATED TOPIC:

Work with Basic Information and Universal Tools in the Requisition Detail

Once the Requisition has been added to the Requisition list (in the left column), highlight the line item to display the Review Requisition detail to the right. Here, you will find the Summary and other tabs, displaying information and settings you determined during Add New Requisition. The detail view offers an opportunity to edit the Requisition, view information in various ways, and export specific data to Excel. These features are outlined below.

Overview of the Requisition Detail Layout

TheAt the top, the detail's header is comprised of:

  • A title bar, labeling the Requisition
  • The quick-access toolbar for seeing and editing key job posting settings
  • A series of tabs, located in the tertiary header for entering detailed task areas

Below the header is each tab's working area, topped by a secondary toolbar that contains tools that are specific to working with tab-specific data, settings, or views.

View the Requisition Summary

The left column contains the Requisition Details, including:

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

Below, Links to your organization's Job Posting page(s) will display for easy access at any time.

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.

Perform Requisition Detail Actions

Change Requisition (Status) 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 have a Pending Category. If an Approval Process is not associated with the Requisition, it will automatically be Open when created. Once Open, a Requisition can not return 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.

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.

Use Requisition Header Tools

Located on the right, three icon-based tools provide "fingertip" control over whether the Requisition will:

  • Post Internally
  • Post Externally
  • Accept New Applications

Quick Tip: A red Alert symbol on the Requisition list indicates all three Requisition header settings are turned off, while a yellow Alert icon indicates the Requisition is not currently posted.

Cross-reference: These settings can be automatically turned on at Requisition creation through settings on the Requisition > Workflow tab.

Post the Job Listing Internally and/or Externally

Access the two controls below the Summary tab header for: Posted Internally and Posted Externally.

Click on the desired setting(s). When the setting is not in place, the icon will have a strike-through in red.

Accept New Job Seekers

Also below the Summary tab header, click the Accepting New Job Seekers icon to turn that setting on or off.

Export to Excel (Job Seeker Activity, History, Notes

Click the [Export to Excel] icon, located at the top of the Job Seeker Activity, History, or Notes tab. The History/Notes appear in a new window, suitable for printing or saving.