As a Recruiter or a Hiring Manager, you can create job requisitions to begin your search for candidates. There are many ways to customize your job requisitions so that you can find the right candidates. In this article, we delve into creating a requisition using the Simple Form.
In this article:
What is the Simple form
Navigating to Requisitions
Creating a Requisition
Posting Options
Additional Resources
What is the Simple Form and why should I use it?
The Simple Form simplifies the requisition creation process into one form. This allows you to get all your job posting details in quickly and easily. The simple form skips the following:
- The name of the user that this new position will report to.
- This role will: Replace Someone, Hire For an Existing Role, or Hire for a New Role. Keep in mind that there is a field under the Administrative Info section: Replacing where you can add a user.
- Goals and Skills & Competencies. This will populate based on the goals and competencies set under Tools> Setup> Roles/Departments/Offices.
If you would like a more expanded requisition form use, the A-Method of Hiring. Click here to learn more about Creating a Requisition: A-Method of Hiring.
Good to know: By default, requisitions created by users with the Hiring Manager's permission will have to receive approval from a Recruiter before posting. This approval is requested by the system automatically. Requiring this approval is a setting that can be edited in an individual's User Preferences within the User Setup page.
Navigating to Requisitions
To navigate to create a requisition:
- Click Tools, then Recruiting.
- Click the Requisitions Tab.
- Click Create Requisition in the upper right-hand corner of the tab. Select Simple Form from the dropdown menu.
Creating a Requisition
On the Create Requisition page, enter all relevant information about the requisition. Note that each field marked as required will need to be filled before submitting the requisition as Open or saved as a Draft. The requisition information can be filled out manually or auto-filled by using a requisition template.
Once on the Create Requisition page, you will start with the initial information below.
- Select from Existing Roles, Use the dropdown menu to select from an existing Role. Using Roles to create requisitions will help you create competency-based scorecards for your hiring managers and printable interview guides. If you onboard a candidate from a role-based requisition, the role will be tied to that new hire's profile.
- Enter the Job Title for Posting. This is the external-facing position title for this job.
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Open Date, the open date is tied to time-to-hire reporting and the posting date of the requisition. By default, the system will select today’s date for the Open Date.
- If you wish to open this requisition on a different day in the future, click to select a date from the calendar or manually type the date into the field. Keep in mind, that the open date is also tied to time-to-hire reporting.
- Job Templates, to use a template, click the blue Job Template button to display a dropdown of your available requisition templates. Use the search bar to filter the list by the name of the template you’re looking for. By selecting the template, the system will automatically fill in any pre-set fields.
Note: If you are prompted to select a requisition template at this stage, your organization has a Hiring Compliance Guardrails setting enabled. Please refer to this article for the next steps in creating a requisition using Simple Form.
Next Fields
You can copy and paste an existing job description into this field or type one out manually. Pro tip: Don't spend too much time formatting the description. Many settings such as font color and type will get overridden when the job is posted to job boards based on the boards' website settings.
You can also select to use AI-Assisted Job Descriptions. This allows the tool to write job descriptions tailored to the role in question. To learn more, check out: AI-Assisted Job Descriptions.
On the right-hand side of the page is the Hiring Team section. Here, you’ll assign a main Hiring Manager and Recruiter to the requisition.
If you need additional users to be able to view the candidates in this requisition add additional reviewers to the Hiring Team by using the Reviewers search bar under "Add people who can also evaluate candidates". Just type in the name of the employee and select their name from the list. Note, that the employee will need to have a ClearCompany user account to be added to the Hiring Team.
Some of the fields included in the Administrative Info section are Internal Only fields. These fields can be used to keep track of useful information for internal auditing and approval. The only required fields in this section are Office and Department. Let’s take a look at each field individually.
- Office: Position location. Tied to job board posting and user setup. Hiring for a remote or statewide position? You will be able to change this in the posting options.
- Department: This refers to the department that the role will be a part of.
- Requisition ID: Depending on your requisition settings, the requisition ID will be generated upon saving or can be customized. To learn more, check out: ATS: Requisition Settings.
- Salary Range: This refers to the salary range for the requisition (Yearly or Hourly). You can select to send the Salary Range when posting to Indeed.
- Number of Openings: Depending on your requisition settings, this will eventually auto-close a requisition when all openings are filled. To learn more, check out: ATS: Requisition Settings.
- Employment Status: This can include: Full-Time, Part-Time, Contract, Internship, Temporary, or Volunteer. This field is only supported by Indeed at this time.
- Experience Level: This can include: Entry Level, Mid Senior Level, Director, Executive, Internship, Associate, Not Applicable.
- Workplace Type: This includes: On Site, Hybrid, or Remote.
- Budget: This can include: Budgeted Addition, Budgeted Replacement, Budgeted Temporary, Unbudgeted Addition, Unbudgeted Replacement, Unbudgeted Temporary, Budgeted Contractor, Unbudgeted Contractor, Budgeted Internship, Unbudgeted Internship.)
- Replacing: If replacing a user, choose by typing in their name here.
- Desired Start Date: This refers to the desired start date for the new hire.
- EEO Type: This can include: Not Set, Executive/Senior Level Officials and Managers, First/Mid-Level Officials and Managers, Professionals, Technicians, Sales Workers, Administrative Support Workers, Skilled Craft Workers, Semi-skilled Operatives, Laborers and Helpers, Service Workers.
- Job Industry & Job Function: These fields include dropdowns of pre-set EEO information used for EEO reporting and tracking purposes. Note: these cannot be customized.
- Close this Requisition: Select the method you wish to use to close this requisition. This can be done manually when all openings are filled, or on a specified date.
- Requisition's Assigned Group*: If using data groups, you will have the option to select the assigned group here. Data Group access to this requisition and its candidates will be restricted to the requisition's hiring team and people who have access to the requisition's assigned group. "No Group" means that only the requisition's hiring team can view this requisition or its candidates.
Fill out any optional or required requisition custom fields that you may have set up in your account. To learn more, check out: Requisition Custom Fields.
Adding requisition notes is optional. Depending on your internal process, you can type in any additional notes about the requisition that your team needs. You can also directly tag another user in this note by typing the @ symbol, followed by their name. The tagged user will receive an email notification for the note you created.
You can also attach attachments to the requisition. These attachments are internal only and only members of the hiring team will be able to view them.
This step is optional for recruiting users, depending on your Hiring Manager settings; they will have to set approvers. List your approvers here in the order that you would like for the approval process to follow. Type in the name of a specific user or role and select the user from the dropdown menu to add them to the Approval List.
When you Save (or post) your requisition, a copy of the requisition will get sent to the first approver via email. If they approve it, it will get sent to the second approver and so on down the line until every approver has approved. Once it has been fully approved, the position will open and post automatically. If it gets rejected, a notification will be sent to the assigned Recruiter.
Some accounts may have an approval process setting called Cascading Approvals enabled which includes new functionality not described in this guide. For more details on how to set up or use the Cascading Approvals feature, please review this article.
The Apply Process includes:
- How the candidate will apply: Apply Online or Apply via Email.
- If Apply Online is selected, under the ‘Select the online process candidates will use to apply’ section, click on the application to display a dropdown menu of all saved application templates for your organization.
- Your saved applications are listed alpha-numerically within this dropdown menu. Notice the default application selected on this page is based on the title of the application that comes first alphabetically.
- Depending on the Application that will be used, you can make adjustments to the application sections. If applicable, you will also have the option to toggle on the ADP WOTC section.
- If using Text-To Apply, you can toggle that on in this section. Text To Apply allows applicants to apply to this job via text message. Applicants will text the Application Code to the number below to begin the application process. We recommend including the phone number and application code in the job description for posting.
- Once the application is complete, self-scheduling allows candidates to self-schedule screening interviews. To learn more, check out: Self-Scheduling Interviews.
When all necessary fields have been filled, you’ve completed the requisition creation process. If you have set an approval process, you’ll see a Send For Approval button at the bottom of the page. If no approval process is set, you’ll see a Posting Options button which will bring you to posting options for this requisition.
Posting Options
The final step is your posting options. When creating a requisition, you have the option to open the requisition but not post it yet. This will allow you to return and make any adjustments.
Your posting options are:
- Internal Job Board: This option will only post the requisition to your internal career site and openings within ClearCompany.
- Public Job Board: This option will post the job to the following job boards: Indeed, Glassdoor, ZipRecruiter, Monster, and LinkUp.
- LinkedIn: If you have an integration with LinkedIn, you can select to post to LinkedIn. Note: you can only post to LinkedIn if the Public Job Board is toggled on. To learn more, check out: How to Post a Job from ClearCompany on LinkedIn.
- Location(s) for Job Boards (US): For a single requisition in ClearCompany, multiple locations can be added so that each location has its own job posting. You can also select Remote and State/Nationwide. To learn more, check out: Job Postings: 1-to-Many Locations.
- Sponsored Job Postings: You can select to pay to sponsor your job postings. To learn more, check out: Introduction to Sponsored Job Boards.
- Custom Candidate Sources: If you have created custom candidate sources, you can toggle those here. To learn more, check out: Custom Candidate Sources Setup.
- Vendor Access: You can select to add a third-party recruiter with Vendor access to a requisition, they will be able to upload resumes to specific requisitions. To learn more, check out: Vendors: Adding Candidates in V2.
To learn more about your job posting options, check out: Post a Job Requisition.
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