Create a Requisition from a Draft

You can use save incomplete requisitions as drafts, then return later to finalize a requisition by completing the draft. Depending on your permissions, you might need another user's help in creating the requisition before you send it for approval, or another user might require your involvement to complete a requisition.

The My Drafts section of the Create Requisition screen contains any drafts that you created as well as any requisitions that are routed to you.

If your organization uses requisition routing as part of the approval process, then any requisition routed to you also appears in your My Drafts bucket, along with a notation indicating who sent it and when. Any requisitions that you route to other users are also displayed under My Drafts, along with notations indicating the recipient and the routing date.

To finalize a draft requisition:

1. On the Main Menu Ribbon, click Recruiting > Requisitions > Create Requisition.

   This takes you to the Select Associations Step.

2. Scroll down the page to the My Drafts section and select from the templates listed on the screen.
3. In the Actions column, click .

   This takes you to the Define Requisition Step.

4. Define Requisitions Step: Some of the fields on this screen are automatically populated based on either the job profile or the template that you selected in the Select Associations Step.

   Review and complete all the required fields or any additional fields as needed, but pay close attention to the following required fields.

   Field	Description
   Job Description	Enter the description. You can format text using Bold or Italics. You can also create bulleted lists or use a specific font. To format the text, highlight the desired content and click the appropriate option from the tool bar menu.
   Job Requirements	Enter the requirements. You can format text using Bold or Italics. You can also create bulleted lists or use a specific font. To format the text, highlight the desired content and click the appropriate option from the tool bar menu.
   Locations	Select the location from the drop-down list. The values in the drop-down list are the active locations created by the site administrator and is determined by what you selected in the Organization Unit field.
   Enter a Location	Add ad hoc locations, if necessary. To do so, select the Country, then State or Province, City, and finally the Zip/Postal Code, and click . Continue adding locations if you need more than one. However, the ability to enter ad hoc locations may be not available if your user account does not have the permissions to do so.
   Selected Location(s)	Set the Primary location. This applies only if you added more than one location. The primary location is always displayed first. If the job is cross-posted, then this becomes the default location.

5. Additional sections may appear on the form. Complete the fields as needed.

   Section	Description
   Front End Requisition Posting Options	In this section, choose the Front End to which the requisition will be posted. “Front End” refers to an external job seeker portal. This section displays only if your organization purchased the Multiple Front End Portals integration feature.
   Route To	In this section, select the name to whom you want to route requisitions for completion.
   Requisition Status Changes	In this section, set status change options. When you create a new requisition, the Status defined in Workflow field denotes what the status will be after the requisition has been posted or given final approval. To change the status, select a new status from the Change Status drop-down list and enter any comments in the Comments field, if needed. If the status should change on a specific date and time, enter those details in the fields provided. The Scheduled Status Changes section reflects any status changes that were scheduled, by whom, when the change will take place, and any comments entered. Scheduled items can be edited or deleted. Deltek Talent runs an hourly cycle to process any scheduled changes. Things to remember pertaining to status changes: When you create a Template Only requisition, the section to schedule requisition status changes is not displayed. When you copy a requisition, any scheduled status changes information is also copied. If the requisition is still pending approval, then the requisition's status change does not take effect. If final approval is reached after the Scheduled Status Change date, then the status changes to what is defined in the workflow. When you edit a requisition, the Edit Mode screen displays the Current Status rather than the Status defined in Workflow.
   Employee Referral Program (ERS)	In this section, select the Referral Program (ERP) check box if the requisition is eligible for referral bonuses.
   Evergreen	In this section, “evergreen” is defined as an ongoing or sourcing requisition. Selecting the Evergreen check box sets the # of Hires Needed field to hidden. This enables the Show Only Evergreens filter on the Manage Requisitions screen. Use this filter to track evergreen requisitions. This enables the Exclude Evergreens option on many reports. Use this option to exclude evergreen requisitions in report results.
   Translation Visibility	In this section, select the appropriate Translation Visibility from the drop-down list to restrict the visibility of job postings from job seekers if no translation is available for the applicant’s selected language. For example, an applicant viewing a job posting in French then changes the language setting to Spanish. If Spanish translation is not available for that job, then the screen displays the following message: “We're sorry, but this job is not available in the language you selected.”
   Notifications	In this section, you can view and manage the notifications that are automatically sent to applicants. Click the section heading to expand the section. Recipients of email notifications do not have to be Deltek Talent users. If your user account does not have permissions to edit content in this section, then you can only view what has been defined in the workflow.
   Job Seeker Should Apply Online	In this section, you can disable the Apply Online option and enter an alternate method if the Allow Alternate Application Method check box is selected in the Recruiting workflow. The Job Seeker Should Apply Online check box is selected by default. If you unselect this check box, then the Enter Alternate Apply Method field displays, allowing you to indicate an alternate application method. If you enter an alternate application method, then the Job Details screen will display that method instead of the Apply Online button.

6. After you have completed the relevant fields, click one of the following buttons.

   Button	Description
   	Click this to return to the previous screen and edit your selections.
   	Click this to save your current selections as a draft record in your My Drafts section of the Create Requisitions screen.
   	Click this to proceed to the next step in the wizard. The number of steps in the wizard is defined by the recruiting workflow used by the job profile.

   The next step is the Select Approver(s) Step.
7. Select Approver(s) Step: If the workflow requires an approval chain, then you may need to complete this step. Review and complete all the required fields or any additional fields as needed, but pay close attention to the following required fields:
   • Available Approval Chains: Depending on the workflow, an Approval Chain may have been associated with the requisition. If so, the individuals designated as approvers are automatically part of the approval process and listed as Default Approvers.

     Use this field to add new members from an existing approval chain.

     Select the chain from the Available Approval Chains drop-down list and click Select. The members of the selected chain are then displayed in the Select Approver(s) section.

   • Approval Chain Type: Select Serial to make the chain follow a specific sequence or select Parallel so approvers can approve in any sequence.
8. To add more approvers, click Internal Approvers to select approvers from the User list, or enter External Approvers email addresses in the text box provided.

   Enter multiple addresses separated by a comma or one address per line.

9. After you complete the relevant fields, click Previous, Save as Draft, or Next.
   The next step is the Approval Order Step.
10. Approval Order Step: This step allows you to change the approval sequence among the selected approvers.

    To reorder the sequence, drag and drop the name to the correct position.

11. After you have completed the relevant fields, click Previous, Save as Draft, or Next.
    The next step is the Screening Options Step.
12. The Screening Options step allows you to select a screening questionnaire for internal and external applicants, as well as set additional assessment options, if applicable. You can either select two separate questionnaires for External Job Seekers and Internal Employees or the same one for both. After a Screening Questionnaire has been assigned to a Requisition, a checkmark will appear in the "SQ" column on the Manage Requisitions screen. On this step you can do the following:
    • Locate the questionnaire from the list, then click the title of the questionnaire to view the content and confirm that it is what you need.
    • Select one or more radio button, Internal and/or External to associate the questionnaire with the appropriate applicant type.
13. If your company purchased the Assessment Integration feature, then you will see the Assessment section on the screen.

    This section displays assessment packages that your company purchased from assessment providers. Some providers allow you to attach more than one assessment. The instructions that follow are for a multiple assessment option.

    From the Assessment Category drop-down list, select the initial assessment, then click the name of the questionnaire to view its details.

    Select how many more assessments are needed. Doing so activates that number of additional drop-down list fields.

    From each Assessment Category drop-down list, select the appropriate assessment.

14. After you complete the assessment categories, click Previous, Save as Draft, or Next.
    The next step is the Attachments Step.
15. Attachments Step: You can attach documents to a requisition.

    On this screen are the following tabs.

    Tab	Description
    Upload	Click this tab to upload a document.
    Select from Document Library	Click this tab to select a file from the Document Library. The list of available documents from the Document Library includes only the files shared to your user group or are set to Public.

    In the Shared document(s) with field, set who has access to the file attachment by selecting any of the following: Internal Job Seekers, External Job Seekers, or Approvers.

    The attached files appear on the Job Details screen as hyperlinks for applicants to view.

16. Review your selections, then click Previous, Save as Draft, or Next.
17. Preview Step: This is the last step in the Requisition Creation Wizard.

    Here, you can preview the details of the requisition as they will appear to the approver, the external applicant, and the internal applicant. To change any of the details, click Edit.

    Note: If you did not select any approvers in the Select Approver(s) step, then the screen will not display the Approver tab.

    If you translated the requisition into languages other than English, you can preview the translation under the Requisition Details Preview section. For translation instructions, see Translate a Requisition into Different Languages.

18. Review your selections, then click Previous, Save as Draft, or Next.