Adding a Requisition-Based Talent Search Step

During the Requisition process you will have the ability to search and apply Candidates from the Talent Warehouse to a particular position.  If perform this action in the middle of the Requisition process, you will also be able to bypass the remainder of the process and instantly create a Job (with the chosen Candidates attached).  From there, the assessment process will commence.

Note: This will only work if the Requisition template hasn’t been attached to a Job Template.  In addition this option won’t need the Select Job Template step at the end of the Requisition.

To build this:

1. To add the Talent Search step of the requisition process, click the + Create Step link.
   
   
   
   
   
2. This will then take you to the Manage Requisition Step page:
   
   
   
   There will be a new suite of options to choose from for this type of step, let’s go through each one:
   
   
   
   Select Search Template:  This option will allow you to assign a pre-configured search template to this step.  Once the requisition reaches this step, the search will be completed straight away based on the search template criteria.
   
   
   
   Enable Requisition Completion when Applying Candidates:  This option will allow the user to complete the Requisition and create the Job once the Candidates are applied.
   
   Once this option is selected, it will give you the option to choose when the Job Template is selected.
   
   
   
   

   Complete Requisition:  This will allow the user to either choose the Job Template after the search is complete, or set which Job Template will be used after the Candidates have been applied.
    

   
   
   Continue Requisition:  This will allow the user to either choose the Job Template once the Requisition finishes (replacing the standard Select Job Template step).  
   
   
   
3. Once you have completed the Requisition Step page, click the Save button in the bottom right hand corner of the screen.
   
    
   
   
   
4. A new tab will appear at the top of the Manage Requisition Step called Permissions.  Click this tab to define which users will have permission to carry out the Requisition Step.
   
   
   
   
   
5. You will then see the following screen:
   
   
   
   

   Let’s go through each section:
   
   

   Permissions:  These checkboxes will determine how the requisition step will be completed

   
   
   • Configure Now – This option is ticked by default and means that this step won’t have to be amended after the requisition is raised.  This is also used to hardcode a user to be assigned to this step.  For example, if there is a CEO step, you can make sure that the CEO is always the designated user.
     
     
   • Configure immediately prior to step opening – This option will allow you to assign a task to another user, so they will receive email notification to assign the user to the requisition step once the requisition is commences.
     
     
   • Assign to Creator – This option will make sure that this requisition step will always be automatically assigned to the user who raises the requisition.  Always use this option when building the first step in the requisition process.
   
   If you choose Configure immediately prior to step opening configuration you will have to select the Assigning Permissions radio button from the Choose Permission Step:
   
   If you choose Assign to Creator configuration, you won’t need to select any users as it’s assigned to the requisition creator:
   
   

   If you choose Configure Now configuration you will have to select the user(s), user groups or roles to allocate to this step using Requisition Users.

   
   Requisition Users: This list will allow you to nominate which user; user group or role will be in assigned to this particular requisition step.  You can nominate more than one user at a time by holding down the Ctrl key and selecting multiple users or user groups.  These users will be alerted via email once the requisition step needs to be completed.
   
   
   
   

   In assigning users to the requisition step, you can click the appropriate checkboxes and choose from 4 types of users:

   
   
   • General: All Users with Permission to this Job:  This will ensure that only users with access to this requisition will be able to complete this step.
     
     
   • Roles: This ensures that only the users selected for individual roles in the requisition process will have access to complete this step.
     
     
   • User Groups:  This will allow all users from the group(s) selected to complete the requisition step.
     
     
   • Users:  This will allow a specific user(s) to have access to complete the requisition step.
   
   

   If you choose Configure Immediately Prior to Step Opening configuration you will have to select the user, user group or role, which will have to setup this step:
    

   
   
   

   Send Task Notification Email: Clicking this checkbox will make sure a task notification email will be sent to the designated user, once their requisition step needs to be completed.  A dropdown list will appear, allowing you to choose an email template from the email template library.

   
   
   
6. Once you have configured the requisition step, click the Save button at the bottom right hand corner of the page.
   
   
   
   
   
7. Once you have configured the Talent Search requisition step, click the Save button at the bottom right hand corner of the page.