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Create and view a requisition

Submit a requisition for approval to start a recruitment process

Nora avatar
Written by Nora
Updated yesterday

Our Requisitions feature enables your company to use a customizable form that needs to be filled out and approved before any user can create a new job. Allowing you greater control over what jobs are published, while also documenting and tracking relevant job data effectively. You can read more about it here.

A Company Admin user needs to request this feature to be added by your Teamtailor contact person or support team. Please note that this feature may come with an additional cost.

Here is where we dive into how to fill out the form to create a new requisition.

Create a new requisition

Before starting a new job process, you need to create a requisition. Begin by navigating to the Jobs tab and clicking + New requisition on the right side of your screen.

You will then be prompted to complete a form that includes all necessary details to submit the requisition.

Job details

In this section, you’ll find default job fields created in Teamtailor, including mandatory ones such as Job Title, Country, and Location.

Requisition details

The second section focuses on the hiring process related to the requisition. Here, you’ll provide the expected start and end dates for the process, the anticipated number of hires, and the person who will lead the recruitment.

Finally, you have the option to include a file to support the hiring decision or provide extra context for the approvers.

The information in the Job and Requisition details will also be used to pre-fill matching fields when creating a new job and will appear in the Requisitions overview. Some of these fields have special significance that you should be aware of.

Field

Description

Job description

The information in this field will not be used when creating a new job. Instead, it allows you to provide a short description of the job for internal purposes only.

Hiring process start date / Hiring process end date

The dates selected in these fields will be displayed in the Hiring plan in the Requisitions overview to track the progress of the hiring process.

Expected number of hires

Once the number of hired candidates reaches this value, the requisition status will change to Completed. No new jobs can be created from it, and no additional candidates can be moved to the Hired stage.

Recruitment Lead

The selected user will be notified as soon as the requisition is approved and can access it via the notification sent or through the created job.

Additional details

You will see this section if your company has created fields specific to your hiring process under Settings → Recruitment → Requisitions. These fields may be optional or mandatory.

Approval flow

As you fill out the form, you’ll see who will be asked to approve your requisition based on the country, location, department, role, salary, and additional fields you enter.

If you’re unsure about any details, you can save the requisition as a Draft. This allows you to make edits without notifying the approver(s). When ready, submit it to trigger the approval flow for the latest version.

The approvers will then be asked to approve or deny the requisition. For more details on this process, you can read further here.

View a requisition

When you click a requisition in the Requisitions overview, its information is organized into multiple tabs for easy navigation. Below is an explanation of each tab.

Details

This tab displays the information entered by the requisition’s creator, including the title, location, salary, expected number of hires, and any custom fields.

Edit a requisition

You can edit a requisition, for example, if the number of positions needs to be updated or if the initial requisition was denied. All changes will be clearly displayed in the Activity history tab and can be compared with the previously provided information.

When edits are made, the approval process will automatically restart.

Archive a requisition

Once the hiring process is completed, the creator and Company Admins can archive the requisition and assign an archive reason for additional context.

A requisition can also be unarchived if needed.

Approval flow

The next tab shows the progress of the approval flow, including which users have approved or denied the requisition and any comments they added. For example, (1/2) means that one of the two approval steps has been completed.

You’ll also find the option to edit the approval flow here. Doing so will restart the approval process.

Jobs

Once the requisition is approved, you can create a job by clicking + Job under this tab. You can also view jobs already created from the requisition and navigate directly to them by clicking their titles. The number next to the tab header shows how many jobs have been created without needing to open the tab.

If you use a job template when creating a new job, the information from the template will override the details provided in the initial requisition. But you can always view the requisition details in a dedicated section within the job editor to compare.

Hires

In the Hires tab, you can see the candidates hired across all jobs created from this requisition. The number next to the title represents how many candidates have been hired out of the expected total added in the requisition.

Activity history

Lastly, you can view the activity and chances made for this specific requisition. Comments from approvers when approving or denying the request will also be shown here.

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