With the Requisitions feature, you gain improved management of which jobs are published, while also keeping your hiring process documented and structured.

Before creating a job, users complete a mandatory requisition form with the necessary details, which is then sent to the approver for review and approval. By setting up custom approval flows, you can ensure the right people are always involved.

Instead of creating and publishing a job immediately, a requisition form must first be completed by every user, regardless of their access role. Once submitted, the assigned approvers will review the requisition and either approve or deny it.

If approved, a new job can be created to start the recruitment process.

If denied, the requisition creator can make adjustments and resubmit it for review, restarting the approval process.

The system tracks each requisition’s status, approval flow, the number of jobs created from it, the candidates hired, and the details provided in the requisition form. This information can be easily accessed in the Requisitions overview and exported as a report.

Once the Requisitions feature is activated for your company, go to Settings → Recruitment → Requisitions and click the tab Form to set up the form that users must complete before creating a job.

To learn more about what the creation flow looks like for users, check out the article here.

These instructions let you provide guidance to the creator of a new requisition. Any information added here will appear at the top of the requisition form, helping users understand what details they need to provide and how to complete the form correctly.

The default fields are pre-set and automatically included in every requisition form. The information entered in these fields helps determine which approval flow will be triggered and is also used to pre-fill matching fields when creating a new job.

In addition to the default fields, you may want to collect other important information. To gather detailed data and track it effectively, you can create as many additional fields as needed by clicking + Add field. They can also be used to define custom approval flows.

When creating an additional field, you can choose from different types depending on which best suits how you want the data to be entered.

When creating an additional field, you can add a description to provide more details. This lets you keep the field title short for a cleaner report layout, as descriptions aren’t included when exporting requisitions.

You can make an additional field mandatory by toggling it to Required. This ensures users must complete the field before submitting the form.

Make the form easier to complete by using the conditional logic option, which shows or hides fields based on previous answers. For example, selecting “Option A” can display additional fields, while choosing “Option B” keeps them hidden.

To set this up, create a Single-Choice or Dropdown field with all relevant options, then configure which fields should appear for each specific choice.

Enable the Use conditional logic toggle and specify when the field should be shown based on the user’s selection.

Once the requisition form is set up, head over to the Flows tab and click Enable Requisition Feature to configure the approval flows.

An approval flow consists of one or more steps in which users in your account can review and approve a new recruitment process in sequence. Approvers in each step can either approve or deny a requisition. If denied, the creator must make changes and resubmit, restarting the process.

The default approval flow applies to all requisitions unless a custom approval flow is triggered.

Decide who should approve requisitions and, if multiple approvals are required, determine whether they must occur in a specific order.

At any step, you can choose whether approvers are allowed to edit the approval flow from that point onward. Click Save when finished to set your default flow.

With a custom flow, you can set up alternative approval flows based on one or more values provided in the requisition form, including:

Start off by clicking + Add custom approval flow to create a new flow. This editor works the same way as for the default approval flow, except here you need to give the custom flow a title and specify when it should be used using the options at the bottom.

Specify the values from the requisition form that this flow should apply to. You can fill out one or multiple criteria. The fewer criteria you specify, the more general the custom flow will be. The system will prioritize flows with the most matches and exclude those that don’t match.

Once the hiring process is completed, the creator of the requisition or a Company Admin user can archive it. Archiving a requisition removes it from the default view of the Requisitions overview and indicates that no further action is needed.

When archiving a requisition, the user can select an archive reason. By default, the available reasons are:

Default reasons can be edited or removed, and Admin users can add additional reasons to categorize archived requisitions more in detail. Archive reasons can be used as filters in the Requisitions overview.