Job Requisitions streamline the process of creating and managing job openings, requiring teams to provide essential information before positions are created.
The customisable Approval Flows ensure that every requisition goes through a structured review process, ensuring alignment with your organisation’s hiring strategy.
Follow these steps to effectively manage job requisitions:
1. Enable the Job Requisitions feature
A new menu option called Requisitions is now available under Settings > Organization. Here, you can enable the Job Requisition feature for your Screenloop account and specify whether it is mandatory, meaning that jobs cannot be opened without an approved requisition.
2. Define the Approval Flow
Once Step 1 is complete, you can proceed to set up an Approval Flow. To do this, navigate to the new Approval Flows option in the menu, located under Settings > Customization.
After clicking the ‘Add Approval Flow’ button, you will be presented with a form to fill out with:
Approval flow
Name for the Approval flow
Assign to: Organisation, Location or Department
Please note that the first flow created will always be assigned to the organisation by default and only then can flows be created for Locations and Departments.
Approval Steps
Define as many approval steps and approvers per step. This involves selecting the key stakeholders who will be responsible for reviewing and approving job requisitions at each stage. Ensure the flow reflects your organization’s decision-making structure and hiring needs.
3. Initiate a Job Requisition
Once the Approval Flow is established, your team can proceed to create a new job requisition. To do this, navigate to the Jobs page, where you will find a new option labelled Job Requisition. Here, you can add a job requisition and will be prompted to enter essential requisition and job details:
Requisition Details
Requisition Name / Job Title
Requisition ID (auto-generated)
Requisition Owner
Planned Start Date
Reason
Document Attachment
Description
Requisition reasons are editable and can be custom-created per organisation. For more information, see here.
Job Details
Department
Employment type
Hiring Manager
Job Openings
Location
Working Model
Annual Salary Range
Currency
Approval Flow
In this final step, you can confirm the approvers who will review this job requisition.
4. Submit for Initial Approval
Once the job requisition is created, it will automatically be sent via email to the first stakeholders in the approval flow or it can also be viewed via the Job Requisitions list.
As the requisition progresses through the approval flow, each designated stakeholder will assess it and either approve it or reject it. If a requisition is rejected, a reason must be provided.
5. Final Approval and Job Creation
Once all stakeholders have reviewed and approved the requisition, the job opening will be ready for official creation and posting. The person responsible for opening the job will be notified via email, allowing them to initiate the job creation process with some information already pre-filled.
