Deltek Talent Management

Using the Help Search
Using the Help Search
  • Phrase:Returns all topics that contain the exact phrase in the search criteria. Use quotation marks around the phrase.
    Ex."system administration"
  • And:Returns all topics that contain all the words in the search criteria, in any combination. Insert a plus sign between all words in the search criteria.
    Ex.system + administration
  • Or:Returns all topics with any combination of words in the search criteria. This is the default.
    Ex.system administration
For more information:Searching Online Help

Complete Step 1: Associations

Follow these steps to perform step 1.

To complete step 1:

  1. In the Workflow Name field, enter a unique name.

    The name that you enter becomes the drop-down list value that is displayed when recruiting workflow options appear in the application.

  2. Select the Lock Down # of Hires check box if you want to limit the number of hires for the workflow.
    The # of Hires field will display so you can enter the specific number of hires allowed.
  3. Select the For Hourly Portal Use Only check box if the workflow will be used with requisitions for hourly jobs.

    This check box displays only if your company uses the Hourly Portal feature.

  4. In the Select Associations section, select a value for at least one of the following fields:
    Field Description
    Organizational Unit Select the organizational unit associated with the workflow. Depending on your company’s organizational structure, when you select a value from this drop-down list, sub-level drop-down lists may display. Select the sub-levels to further drill down into the division or department, if applicable.

    The options in this drop-down list are determined by the hierarchy setup in the Organizational Structure screen of the Global Settings section of the Administration screen.

    Job Types Select whether the recruiting workflow is for full-time jobs, interns, part-time jobs, or other job types.

    The options in this drop-down list are defined by the job types setup in the Drop Down and Multi-Select Lists screen of the Global Settings section of the Administration screen.

    Location Select where a job will be located when the requisition is created.

    If you populated the Organizational Unit field, the selection of locations in this drop-down list are filtered according to the relevant locations for that organizational unit.

    If you did not populate the Organizational Unit field, all locations created for your organization display in the selection of locations for this drop-down list.

    Job Title Select the job profile that to use when the requisition is created.

    If you populated the Organizational Unit field, the selection of job titles in this drop-down list are filtered according to the relevant job titles for that organizational unit.

    If you did not populate the Organizational Unit field, all job titles created for your organization display in the selection of locations for this drop-down list.

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

    • Next: 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.

    • Save: Click this to save the workflow in its current state. You must complete all required fields, otherwise an error message displays.

    • Save as Draft: Click this to save your current selections as a draft record in your Drafts section of the Workflows screen.