For customers of our Position Management module.
Verifying if a Requisition is Connected to a Position
While backfill requisitions are connected to the appropriate positions when the requisition is created, requisitions for new positions must be manually connected once approved. You can confirm if an approved requisition is connected to one or more positions on the Requisitions table or the requisition.
Requisitions Table
To view the Requisitions table, navigate to the Recruiting page from the main menu.
If a requisition is connected to one or more positions, the Requisitions table will display the position ID(s) of the connected positions in the Position ID column.
If the requisition is not connected to a position, a Connect Position button will appear instead, allowing you to create and/or connect the position(s).
Requisition
To view a requisition, navigate to the Recruiting page, click the appropriate Req ID dropdown on the Requisitions table, then click View Req Details. A button in the upper right corner of the requisition will provide options based on whether or not the requisition is connected to one or more positions.
If the requisition is connected to only one position, a button showing the position ID and a dropdown arrow will be displayed, allowing you to view the position on the org chart or edit the position connection.
If the requisition is connected to multiple positions, the button will show the number of connected positions and a dropdown arrow with options to view the connected positions on the org chart or edit the position connections.
If the requisition is not connected to a position, a Create Position button will appear in the upper right corner of the page once the requisition is fully approved.
To connect an approved requisition to one or more positions:
Note: Only Company Admins, HR Admins, HR Managers, and Recruiting Admins can manage connected positions for all requisitions. To learn more, refer to: Understanding User Roles & Permissions and Configuring Requisition Approvers and Approval Notification Recipients.
Once approved, navigate to the requisition.
To create and connect a new position: Click the Create Position button in the upper right corner of the requisition. When the window opens, click Create Position to confirm this action.
Note: Once a requisition is connected to a position, position data changes will not impact requisition data. You can edit a requisition at any time, even once approved; however, doing so will restart the approval process.
To edit or remove position connections:
Navigate to the Recruiting page.
On the Requisitions table, click the appropriate Req ID dropdown, then click Edit Position Connection.
Note: You can also edit the position connection from the requisition. To do this, click the button in the upper right corner of the page displaying the position ID or number of positions connected, then click Edit Position Connection.
•To edit one or more connected position(s): When the Connect Position window opens, remove the existing position ID and enter the position title in the appropriate field. Select an existing position from the list that populates.
•To remove one or more connected positions: When the Connect Position window opens, remove the existing position ID(s).
Click Save.
Note: A position can be connected to multiple requisitions with approved or canceled statuses but can only be connected to a single requisition when approval is pending.
Please contact our Customer Success Team for additional assistance.
Additional Resources