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Navigate the Requisition Detail

JUMP TO: Add a New Requisition

KEY TOPICS:

  • Overview of the Requisition Detail Layout
    • Full List of Requisition Detail Tabs
  • View the Requisition Summary
    • View the Job Seeker Breakdown
    • Perform Requisition Detail Actions
  • Use Requisition Detail Header Tools
    • Post the Job Listing Internally and/or Externally
    • Accept New Job Seekers
    • Export to Excel (Job Seeker Activity, History, Notes)
  • Review and Edit Fields

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. These features are outlined below.

Overview of the Requisition Detail Layout

At the top of the detail window, the record'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 for entering detailed task areas, located in the tertiary header

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

Full List of Requisition Detail Tabs

A full Requisition record is comprised of the following tabs:

  • Summary (Described below)
  • Fields (Described below)
  • Forms
  • Job Description
  • Keywords
  • Sources
  • Approvals
  • Job Seeker Activity
  • Notes
  • History
  • Workflow
  • Calendar

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.

Perform Requisition Detail Actions

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.

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 Detail Header Tools

Three key tools appear in the Requisition detail header for all tab views. Located at the upper right, these icons 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)

Data can be directly exported from some Requisition detail tabs, including Job Seeker Activity, History, and Notes. Click the [Export to Excel] icon, located just below the tab header, in the secondary toolbar. The corresponding data will appear in a new window, suitable for printing or saving.

Cross-reference: For information on exporting a Job Description, see: Preview, Edit, and Export the Job Description.

Review and Edit Fields