Requisition Details Tab
If you are licensed for Costpoint Human Resources and would like to use the job template as a position requisition, use this tab to fill out the requisition details, the position information, and the desired date for filling that position.
You can also view the approval information of the requisition on this tab. If you are not licensed for Costpoint Human Resources, the fields in this tab will be disabled.
Requisition Information
Field | Description |
---|---|
Requested By |
If you are using this screen to track position descriptions requisitions, you may enter, or click to select, the employee ID of the person initiating this requisition. |
Requisition Date |
If you are licensed for Costpoint Human Resources and are using this screen to track position requisitions, enter, or click to select, the date on which the position was requested. If you are not using Costpoint Human Resources, this field is not editable. |
Target Date |
If you are licensed for Costpoint Human Resources and are using this screen to track position requisitions, enter, or click to select, the date on which you wish to fill the position. If you are not using Costpoint Human Resources, this field is not editable. |
Position
If you are licensed for Costpoint Human Resources and are using this screen to track position requisitions, use this group box to enter the type of position being requested and the desired date for filling that position. You can also specify whether this position is being requested because of a vacancy, or whether a new position is being created within the organization.
If you are not using Costpoint Human Resources, these options are not editable.
Field | Description |
---|---|
Vacancy |
Select this option if the position you are filling is available because of a vacancy. |
New |
Select this option if you are filling a newly created position. |
Number of Openings | This field displays the number of openings required to fill this job requisition. |
New Business Budget ID | Enter the New Business Budget ID for the job template/requisition. You can manually enter a value in this field or automatically through the Deltek Planning module's Advanced Search screen in the Project Budges/EACs, New Business Budgets, and Budget by Resource applications. |
New Business Budget Description | This field displays the description for the selected New Business Budget ID. |
Field | Description |
---|---|
Comments |
If you are licensed for Costpoint Human Resources and are using this screen to track position requisitions, use this group box to enter comments regarding the new or vacant position to be filled. If you are not using Costpoint Human Resources, this field is not editable. |
Approval Information
If you are licensed for Costpoint Human Resources and the job template record represents a position requisition, use this group box to view the status and approval of the job template. Requisition Approvers are specified in the Manage Position Requisition Approvers screen. Requisitions may be approved in the Approve Position Requisitions screen.
Status
This group of options identifies the status of the position requisition.
Field | Description |
---|---|
Pending |
If you selected the Pending option in the Status drop-down list on the Approve Position Requisitions screen, this non-editable option is selected. |
Approved |
If you selected the Approved option in the Status drop-down list on the Approve Position Requisitions screen, this non-editable option is selected. This option is also selected if you select the Auto-Approve Position Requisitions check box on the Configure Personnel Settings screen. |
Rejected |
If you selected the Rejected option in the Status drop-down list on the Approve Position Requisitions screen, this non-editable option is selected. |
Partially Filled (Multiple Openings) | Select this job request approval status option if the job request has been partially filled. |
Filled |
If you selected the Filled option in the Status drop-down list on the Approve Position Requisitions screen, this non-editable option is selected. This option is also automatically selected when an employee is hired for this requisition and the new hire is imported into Costpoint from SilkRoad. |
Approver |
If you have filled in the Approver field for the designated position requisition on the Approve Position Requisitions screen, that approver's employee ID defaults into this non-editable field. If you select the Auto-Approve Position Requisitions check box on the Configure Personnel Settings screen, this field displays the Default Requistion Approver that you set on the Configure Personnel Settings screen. |
Approval Date |
If you have filled in the Date field for the designated position requisition on the Approve Position Requisitions screen, that date defaults into this non-editable field. If you select the Auto-Approve Position Requisitions check box on the Configure Personnel Settings screen, this field displays the system date. |
- Related Topics:
- Use Job Template for Position Requisitions
You need to set up requirements for new job positions which must be approved by requisition approvers.