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  1. HRMS with Disciplinary Module
  2. Process
  3. Requisition to employee
Process · Requisition to employee

Requisition to employee

Follow a position from an approved opening through application, offer and the employee handoff.

Step by step

  1. Plan the seat HR Business Partner

    HR Business Partner checks the position, department, location and pay grade against the requested headcount. The hiring manager and recruiter are named on the requisition before the team starts sourcing.

    • Set seat and range
    • Updates Positions, Job requisitions, Pay grades
  2. Approve the opening HR Business Partner

    The requested requisition moves from draft to pending approval. HR Business Partner reviews the headcount and salary range before approval; a request beyond plan needs the organization's additional finance decision.

    • Decide opening
    • Updates Job requisitions
    ApprovalA person approves before the work moves on.
  3. Review candidates Recruiter

    Recruiter attaches each application to a candidate and an open requisition. The team keeps the candidate contact preference visible and avoids a second application for the same person and opening.

    • Link candidate to opening
    • Updates Candidates, Applications
  4. Record interviews Recruiter

    Recruiter records the interview date, type, outcome, recommendation and feedback from the interviewer. Hiring Manager reviews the completed assessment before the application moves to another stage.

    • Capture recommendation
    • Updates Interviews, Applications
  5. Approve and send the offer HR Business Partner

    HR Business Partner reviews the proposed salary against the position's pay grade. Recruiter sends an approved offer with a start date and records the candidate response.

    • Decide pay and response
    • Updates Offers, Applications
    ApprovalA person approves before the work moves on.
  6. Start the employee handoff HR Business Partner

    HR Business Partner creates the employee record from the accepted offer. Admin creates a checklist for that employee and records completed tasks after checking with assignees before the start date.

    • Assign start work
    • Updates Employees, Onboarding checklists, Onboarding tasks
HR Business Partner
Owns the employee and approval context.
Recruiter
Maintains the pipeline and offer.
Hiring Manager
Reads requisitions and assessments.
Admin
Maintains onboarding task records.

Set up HRMS with Disciplinary Module your way.

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

How to get started