Job Requisitions
The Job Requisitions section is where all your clients' position requests come in. When a client (invited as a Guest user) needs to fill a new role, they can submit a job requisition directly through the platform. Your recruiting team then reviews, manages, and approves it โ and the system automatically creates a new job for you.
How Job Requisitions Work
- A client contact is invited to the platform as a Guest user on a specific client account.
- The guest goes to the Job Requisitions tab in their client view and submits a new requisition with the position details and justification.
- You receive the request and review it in the Job Requisitions section.
- You change the status to take action (approve, request more details, hold, or cancel).
- When you click Approved, the system automatically creates a new job linked to that client.
For instructions on inviting a client as a Guest, see Add Guest Users.
Accessing Job Requisitions
Go to Job Requisitions in the left navigation sidebar.
Job Requisitions List View
You'll see all submitted requisitions displayed with these columns:
| Column | Description |
|---|---|
| Job Requisition Name | Title given to the requisition by the client |
| Reference | Unique auto-generated ID (e.g., REQVD4VP1F) |
| Position Name | The job title requested |
| Client | The client company that submitted the requisition (clickable) |
| Submitted Date | Date and time the requisition was submitted |
| Status | Current review status (see Status Options below) |
| Creator | The user who submitted the requisition |
Row Actions
Each row has two controls next to the requisition name:
- ๐ Eyeball icon โ Opens the requisition to view its full details: Job Requisition Name, Client, Position Name, and Position Information/Justification (which may include salary range, hire type, benefits, and any other context provided by the client).
- โฎ Menu โ Change Status โ Opens the status editor to update the review state.
Changing the Status
To update the status of a requisition:
- Click the โฎ menu on the requisition row.
- Select Change Status.
- Choose one of the following options and click Submit.
| Status | Description |
|---|---|
| Requires More Details | A request will be made to the creator of the requisition for additional details. |
| Approved | Approving the requisition will create a new job automatically. |
| Cancelled | Cancelling the requisition will prevent any future edits or approval. |
| On Hold | Moving to On Hold keeps the requisition waiting for further action. |
Important: Approving a requisition can't be undone โ it triggers automatic job creation. Cancelling a requisition locks it from further edits.
List View Controls
You can manage your requisitions list with these controls:
- Search โ Search across all columns.
- Column Filters (โผ) โ Filter by any column.
- Manage Columns โ Show or hide columns. Your selection is saved.
- Export to Excel โ Download the requisition list.
- Items per page โ Choose 5, 10, 20, 100, 250, or 500 records per page.
- Group by column โ Drag a column header to the group bar.