Every candidate who will be moved to the Hired stage of your recruiting pipeline must be attached to a unique open requisition. A single job in Workable may have multiple requisitions so hiring multiple people for a job is doable if there is a requisition created for each of them.
Candidates cannot be moved to the Hired stage in bulk and cannot be moved across jobs directly into the Hired stage.
There are two ways to attach a candidate to a requisition: by moving the candidate to the Hired pipeline stage or by sending an offer letter.
Moving the candidate to the Hired stage
Important: Standard Members can assign a requisition to a candidate only by moving the candidate to the Hired stage, as they are not necessarily able to view the requisition details.
Upon moving a candidate to the Hired stage a menu will appear where you can select available open requisitions for that job. Once you select the desired requisition, click on Agree & Continue.
If a requisition has not been created or approved for this hire yet you can also create a new requisition.
Alternatively, if the user who is moving the candidate does not have the right permissions to create or open a requisition they can send a notification to an admin, requesting that one be created/opened.
After selecting a requisition, enter the salary details and start date for the candidate.
The requisition status will now update to Filled and the candidate will be moved to the Hired stage once you click the relevant button below the options. The start date and salary details you enter here will be used in reporting and they won't be visible to the candidate.
Sending an offer letter
Upon clicking the pen tip icon to send an offer letter to a candidate, a menu will appear where you can select available open requisitions for that job. If a requisition has not been created for this hire yet you can also create a new requisition. The requisition will need to be under the 'Open' status before it can be used and the offer sent to the candidate.
After selecting the requisition, complete the offer letter form as normal.
If the offered salary is too high compared to the budgeted salary in the requisition, or if the start date is after the requisition's Plan Date, a notification will appear.
In either case, you can still proceed with making the offer. Any users in the approval workflow for the offer letter will also see the notification about the salary and/or start date.
Once the candidate accepts the offer they can be moved to the Hired stage and the requisition status will update to Filled. The start date and salary from the offer letter will be used in reporting.