Requisitions created with Hiring Plan will hold details and notes about a specific job. Store information like salary, the name of the hiring decision-maker, the reason for hiring, and more.
Coworkers can create requisitions when they need to hire. The requisition details will be reviewed and approved by hand-picked account members.
This guide will show you the recommended workflow for implementing and using the Hiring Plan in your account.
Step 1: Before you get started
- To ensure a smooth implementation of the Hiring Plan, it's best to complete the necessary prerequisites beforehand.
Hiring Plan prerequisites Add your Departments
Set up your departments (if you haven't already)
Assign members to specific departments/ locations It’s important to assign members who will be involved in the requisition process to specific departments/locations with the correct permission. This will ensure that requisitions are correctly assigned and only relevant details are visible.
Step 2: Hiring Plan Configuration
- Configure your requisition forms and approval workflows based on your processes.
Hiring Plan Settings Enable Hiring Plan
Enable Hiring Plan for your account to reveal configuration settings
Customize requisition forms
Create new requisition fields or customize the default fields based on your processes.
Configure approval workflows
Set up a default approval workflow (mandatory) and custom approval workflows for specific departments/locations (if needed)▶︎ Set up approval workflows
Step 3: Hiring process with requisitions
The recommended steps of the hiring process with requisitions are listed below in the order they should occur.
Hiring process with requisitions
Create the job
Create your job posting first; you can set the job as used internally until the req is approved.
Create the requisition
Create a requisition for every hire you plan to make and link it to your existing job. If multiple people will be hired for the same job create a headcount of reqs.
Send reqs for approval
Assigned approvers can accept or reject the req details.
Open requisition and publish the job
A Requisition Owner opens the req and publishes the job when recruiting begins. The Requisition Owner and a Hiring Manager conduct the hiring process.
Monitor and act on requisitions via the Hiring Plan dashboard.
Fill the requisition
The Hiring Manager (or Requisition Owner) fills the req by moving the candidate to the Hired stage and inputting salary and start date details.
Step 4: Monitor and report
Throughout your hiring, reports and forecasting tools enable your organization to keep track of your hiring budget and new hire start dates.
Hiring Plan reports Hiring Plan report
All requisitions and their status for all the jobs a user has access to. Best for:
- List of reqs and who is assigned to them
- Salary budgeted VS Salary offered
Hiring Performance report
Your planned and spent department budget, along with the time it took to fill the requisitions. Best for:
- Compare planned VS filled budget for each department
- Planned VS filled requisitions per department