Advanced Annual with Hiring Plan
Every candidate who will be moved to the Hired step of your recruiting pipeline must be attached to a unique open requisition. A single job in Workable may have multiple requisitions.
Candidates cannot be moved to the Hired step in bulk and cannot be moved across jobs directly into the Hired step.
There are two ways to attach a candidate to a requisition: by moving the candidate to the Hired pipeline step or by sending an offer letter.
Moving the candidate to the Hired step
Important: Standard Members can assign a requisition to a candidate only by moving the candidate to the Hired pipeline step, as they are not necessarily able to view the requisition details.
Upon moving a candidate to the Hired step 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 a requisition they can send a notification to an admin, requesting that one be created/opened.
After selecting a requisition, enter the salary and start date for the candidate. The requisition status will update to Filled and the candidate will be moved to the Hired step once you click the relevant button below the options. The start date and salary from the offer letter will be used in reporting.
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 or approved 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 approved 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. When the candidate is in the Hired stage the requisition status will update to Filled. The start date and salary from the offer letter will be used in reporting.