The Teamtailor Requisition feature allows you to create requisition approval flows ahead of time, increasing accuracy and speeding up the process. In this article, you will learn how to setup your accounts Requisition flows. You can work with two different kind of flows Default flow and Custom flow. Let’s take a closer!
Please note that this is an enterprise feature. Reach out to your contact person at Teamtailor for more information.
To set up your flows, go to Settings→Requisition Flows and enable the feature.
The Default flow is the flow which will be used if a requisition is added which doesn’t match any of your custom flows. Please note, you have to have a default flow in place before you can create any custom flows.
Setting up a Default flow
1. To create a default flow, click Default flow.
2. Select which users should be in each step of the flow. Adding as many steps as you need and selecting if all of the users in that step need to approve the requisition before it moves to the next step or if just one of them has to approve it.
You also have the option on the first step to enable the flow to be edited by anyone in that step. This is handy if the flow you are creating doesn’t perfectly match a future requisition or if key members of your team want to create the approval flows on the fly.
If the person you need for the requisition flow isn’t already a member of the team you can invite other people via email using the “invite users to this site” link.
3. Save the flow. This flow will now be used for all requisitions.
Now we have the default flow created we can go ahead and create the custom flows which will be used instead of the default flow if their parameters match that of the requisition request.
With a Custom flow, you can set up specific flows for combinations of locations, departments, roles etc and one of these flows will be used when a new requisition is created which matches those parameters. You can create as many custom flows as you need!
Setting up Custom flows
1. Click “Create Custom Flow” to open the flow editor. This editor works exactly the same as the default flow editor except the title bar is now editable and the location/role select boxes at the bottom have been added.
2. Select which locations, departments and roles you want this flow to be applicable to. This means that whenever a requisition is created using this set of fields, this flow is used.
3. Save the flow.
💡 Example! Company has added a Custom flow called S&M Stockholm where the Location Sweden and Stockholm, and department Sales & Marketing is added. This means that when a user submits a requisition request using this information, this flow is used instead of the Default flow.
Which user can be added as an approvers?
Any joined user with a login can be added as approvers to your requisitions flow.