Creating requisitions

Status

When you save the requisition, the draft status is automatically assigned.

Date Needed

Specify the date by which the requisition must be filled.

Open Date

The date that the requisition is posted is automatically assigned.

Total Days Open

The number of days the requisition has been open is displayed.

Confidential Requisition

Select this check box if the requisition is confidential. Security customization is required to restrict access to confidential requisitions.

Featured Job

Select this check box if the requisition is urgent. Featured jobs show in red on the requisition list. If an automatic email and template are defined on the organization setup, then recipients automatically receive an email when an application is submitted. Featured jobs are displayed in the Hot Jobs section of internal and external job boards and the Featured Jobs widget.

Position Code

Select the position code. Fields that are defined at the job or position level show on the requisition according to the position default rules for the organization. If an HR contact exists on the organization unit record, then it shows in the HR Contact field. If a position is defined as key or critical, then these values are displayed.

Description

This persistent field can be overwritten when the position default rule is not Default No Override. This field is used to determine the requisition title and the job posting title.

Organization Unit

Select the organization unit for the position. If this field is blank, then the top organization unit for the organization is used. This field is required to include the requisition in budget counts.

Expense Account

This field is available if your organization is configured to use Chart of Accounts. Click the launch icon and select the ledger, accounting entity, account, fund, accounting unit, project, and project funding source. These values are used to interface expenses and activities to Infor Financials and Supply Management.

Location

Select the location of the position. If the location is associated with a position location, then the location is displayed on job boards. If nationwide locations are available, then this setting is the primary location.

Additional Locations

Optionally, select additional locations where the position is available.

Nationwide

Select this check box to designate the requisition as a nationwide requisition. The requisition can be filled at any location. Talemetry is required. Nationwide is required. See Configuring Talent Acquisition organization parameters.

Category

If the position does not have a category associated to it, you can specify one in this field. If the position has a category associated, then the category shows in this field. Categories are used to locate jobs on job boards.

Relationship to Organization

Specify the relationship of the employee to the organization. For example, an employee, a consultant, an intern, or an apprentice.

Sub Category

If the position has a subcategory, it shows in this field. The sub category is not displayed on job postings.

Work Type

Select whether the position is full time or part time.

Professional Category

Select the professional category of the position. Professional categories can be used to assign a unique hourly pay rate to resources and to estimate costs.

Work Schedule

Select the work schedule. For example, select a schedule of Monday-Friday, 9 AM-5PM.

Shift

Optionally, select the shift name or number.

Standard Hours

Specify the standard number of hours worked per week.

Bargaining Unit

Select the bargaining unit if the position is unionized.

Union

Select the union name if the position is unionized.

Exempt from Overtime

Select this check box if the position is an exempt position. Exempt positions are salaried, with no overtime pay.

Legacy Employment Contracts Type

Select the Legacy Employment Contracts type if the position is subject to an employment contract. For example, select Temporary if the position is scheduled to end on a specific date.

Begin Date

Specify the begin date.

Duration

Specify the duration.

End Date

Specify the end date.

Pay Rate

If a pay rate exists, it is displayed in this field. The currency is displayed in the adjacent field. If no pay rate is displayed, then you can specify a pay rate and currency.

Step And Grade Schedule

If a position is compensated on a step and grade schedule, then the step and grade information is displayed in this field and the Grade and Step fields. The currency is displayed adjacent to the Pay Rate field.

Pay Rate Type

Select a pay rate type from the list. Valid pay rate types are Hourly, Annual Salary or Monthly Salary. This information also shows on a job posting.

Number Of Months

If the pay rate type is Monthly, then specify the number of months. The default value is 12. If the number of months is selected, then it is displayed in this field.

FTE

Specify the Full Time Equivalent for the position, for example, 1, 0.75, or 0.5.

Salary Structure

If the position is associated with a salary structure, the salary structure information is displayed in this field.

Geographic Differential

If a geographic differential exists, it is displayed in this field.

Grade

If a pay grade is selected, it is displayed in this field. The pay rate must be within the range of the pay grade that is assigned to the position.

Pay Frequency

If a pay frequency is defined for the position, it shows in this field, depending on the position default rules.

Payment Schedule

If a payment schedule is defined for the position, it shows in this field, depending on the position default rules.

Bonus

Optionally, use this field to specify bonus information.

Other Compensation Info

Optionally, specify other compensation information.

# of Openings

Specify the number of openings that are available for this requisition. The default is 1.

Reason For Opening

Select the reason that this requisition is open.

# Filled

The recruiter increments this field by 1 when a position is filled.

Detailed Reason For Opening

Optionally, specify additional details about the reason that the requisition is open.

# Remaining

This number is automatically computed by subtracting the value in the # Filled field from the value in the # of Openings field.

Budgeted

If this is a budgeted position, select this check box. This field is required if your organization uses budget counts.

Travel Required

Specify whether traveling is required for the position. You can select Yes, No, or a percentage.

Relocation Provided

Specify information about relocation cost reimbursement. For example, specify the plan under which relocation costs are covered.

You must select the Hiring Manager and the Recruiter who are associated with the requisition. If the Hiring Manger or Recruiter is changed after the requisition is created, then this field can be updated. Specify this information.

Direct Manager

Select the direct manager for the position.

Hiring Manager

Select the hiring manager for the position.

HR Contact

Select the Human Resources contact for the position. If it is exists, then the organization unit HR contact shows in this field. You can select a different HR contact.

Recruiter

Select the recruiter for the position.

Alternate Recruiter

Select the alternate recruiter for the position.

Approver 1

Select the first approver for the requisition. This field is available to organizations that do not use approver templates. You can select up to three approvers, in the order in which to approve, when the Request Approval action is performed. These fields are meaningful to recruiters with security modified to request approval for requisitions instead of manually approving their own. These fields are used when recruiters request an update to a requisition that is in a pending or open state.

If one or more approvers are selected, then approval requests are routed differently based on who submits them:

• Approval requests that are submitted by a hiring manager are routed to approvers in the order specified, then to the recruiter.
• Approval requests that are submitted by a recruiter are routed to the hiring manager for approval, then to the next specified approver.

If no approvers are selected, then approval requests are routed to the hiring manager or the recruiter:

• Requests that are submitted by a hiring manager are routed to the recruiter.
• Requests that are submitted by a recruiter are routed to the hiring manager.

When all approvals are processed, the requisition status is Pending.

Approver 2

Optionally, select a second approver. This field is available to organizations that do not use approver templates.

Approver 3

Optionally, select a third approver. This field is available to organizations that do not use approver templates.

Requisition Approver Template

Select an approver template for the requisition. This field is available if your organization uses approver templates and the Enable Configurable Approver for Requisition field is selected in organizational setup. See Enabling approver templates.

Offer Approver Template

Select an approver template for the job offer. This field is available if your organization uses approver templates and the Enable Configurable Approver for Offer field is selected in organizational setup. See Enabling approver templates.

Hire Type Actions Approver Template

Select an approver template for hire type actions. This field is available if your organization uses approver templates and the Enable Configurable Approver for Hire field is selected in organizational setup. See Enabling approver templates.

Screening Category

Select a screening category.

Self Identification Configuration

To show self-identification questions on the job application, select the self-identification configuration. If a default self-identification configuration is defined at the organization level, then it is displayed here. You can select a different self-identification configuration or this field can be blank.

Question Set

Optionally, select a question set. When the requisition is approved in a Pending status, all the questions in the question set are displayed on the Questions tab. If a default question set is defined at the organization level or at the position level, then it is displayed in this field. You can select a different question set or this field can be blank.

Consent Agreement - External

Select the consent agreement text that is displayed to external candidates at the beginning of the job application. If a default for the external consent agreement is defined at the organization level, then it shows in this field. You can select a different consent agreement or this field can be blank.

Consent Agreement - Internal

Select the consent agreement text that is displayed to internal candidates at the beginning of the job application. If a default for the internal consent agreement is defined at the organization level, then it shows in this field. You can select a different consent agreement or this field can be blank.

Acknowledgment - External

Select the acknowledgment text that is displayed to external candidates at the end of the job application. If a default for the external acknowledgment is defined at the organization level, then it shows in this field. You can select a different acknowledgment or this field can be blank.

Acknowledgment - Internal

Select the acknowledgment text that is displayed to internal candidates at the end of the job application. If a default for the internal acknowledgment is defined at the organization level, then it shows in this field. You can select a different acknowledgment or this field can be blank.

Assessment Package

If all candidates are required to submit to assessment tests, then select the assessment package that includes the tests to which candidates must submit. If only a few candidates are to submit to the assessment, then you can add an assessment package on individual job applications. If a default assessment package is defined at the organization level, then it is displayed in this field. You can select a different assessment package or this field can be blank.

Target Requisition Target Score - Internal

Recruiters can score questions and compare them against a target score to eliminate candidates who do not meet minimum qualifications. Only YesNo, YesNoText, or List type questions can be scored.

Target Requisition Target Score - External

Recruiters can score questions and compare them against a target score to eliminate candidates who do not meet minimum qualifications. Only YesNo, YesNoText, or List type questions can be scored. Specify the target score against which external candidates' scores are compared.

Maximum Question Score - Internal

Specify the maximum score that can be received by an internal candidate.

Maximum Question Score - External

Specify the maximum score that can be received by an external candidate.

The requisition is created in a draft state with the next available requisition number available. Use the Search feature to locate the new requisition. Search on the Draft status to view all your draft requisitions.

You can update any field in the requisition until you request approval or approve the requisition. Use the Notes, Attachments, and Expense links that are displayed in the requisition header, to add notes, attach files, and add expenses.