Requisition to application

Review an opening before recruiters attach candidates and applications.

Step by step

Define the position HR Business Partner

HR Business Partner checks the seat, job title, department and location. The hiring manager supplies the headcount need and target start date.
- Seat and reporting context are ready
- Updates Positions, Job titles, Departments
Submit the requisition Recruiter or Admin

Admin or Recruiter records the role request with salary range and hiring owner, then marks it pending approval.
- Request has an owner, range and target date
- Updates Job requisitions
Approve the opening Admin

Admin checks the position and requested headcount. For headcount outside plan, HR Business Partner and the budget owner confirm the request before Admin records Approved.
- Approval decision is recorded
- Updates Job requisitions
ApprovalA person approves before the work moves on.
Open sourcing Recruiter

Recruiter is assigned and the requisition moves to Open. This is the record against which candidate applications are created.
- Recruiter can work the open request
- Updates Job requisitions
Attach an application Recruiter

Recruiter finds the existing candidate when possible, checks the contact instruction and creates an application for the specific open requisition.
- Candidate is linked to the requisition
- Updates Candidates, Applications

And how to keep it from happening.

A request may point to a position with the wrong department or location. Correct the seat before approving the requisition.
An additional headcount request needs a clear business decision. Keep it pending approval while that review is unresolved.
The same candidate may already exist. Search before creating a second person record, and keep separate applications for separate requisitions.
A candidate marked do not contact should not enter an outreach sequence. Check the instruction at intake and whenever contact details change.

Start free, then use Proto to change fields, steps and approvals before your team goes live.