Setting up a requisition system in Pinpoint allows your organization to formalize the process of requesting new hires. This article outlines how to configure the requisition system, create templates, and manage workflows to streamline hiring before officially posting job vacancies.
Requisition Feature is available on select plans. Please speak to your Customer Success Specialist for more details.
How do I Set Up Requisitions?
Setting up the requisition system in Pinpoint involves a few specific steps. You will create requisition form templates, configure sign-off workflows, and assign roles to designated users.
Create Requisition Form Templates
Create different requisition forms for various scenarios, like hiring new employees versus replacing existing personnel. See below for detailed instructions.Configure Sign-off Workflows
Set up sign-off workflows for requisition templates to establish approval processes and criteria.Designate Users
Select users who will create requisitions and assign them proper permissions.
Once you complete these steps, your requisition system will be ready for use.
How to Create Your Requisition Form Templates?
Create Template
Once the Requisition system is enabled, select the Templates menu from the left hand menu bar and navigate to the Job Requisitions page. Click on the Create New button and enter a title for your template.
Configure Settings
Name your requisition template, and choose if you would like to enforce a maximum headcount.
Add Fields
Pinpoint will prompt you to select the fields to include on your requisition form. You can modify the default fields and reorder them as needed.Some fields are built-in by default, but you can add or remove as necessary.
Reorder the questions by dragging and dropping them using the six small dots to the right of each question.
Each question requires a title, description, and field type. Answers can be mapped to the New Job form if fields correspond.
"Required for Approval" fields can be filled in by the creator of the requisition or anyone on the approval path.
Test
After adding at least one requisition template, new options will appear in the left-hand menu bar for creating and managing requisitions. Go to the New Requisitions page to test creating a requisition using the new template.
Once you have configured your templates, you'll need to create a sign-off workflow to define the approval process. You can also send your team this guide to help them create new requisitions.
FAQs and Troubleshooting
Can I change a requisition after it's been approved?
Yes, but typically, any changes to a requisition will reinitiate the sign-off workflow. If you want to allow users to make changes without re-triggering approvals, specific permissions can be modified in User Management.