(All about ATS-Hiring Management)

Position Requisitions Management

Position requisitions help hiring managers and others to request and approve new position openings before starting the recruitment process. In ClayHR, setting them up is quick and straightforward.

Position requisitions are optional. Many organizations skip this step and create positions directly.

1. Customize the Position Requisition Form
2. Customize the Position Requisition Approval Flow
3. Launch a Position Requisition
4. Approve a Position Requisition
5. Create a New Position from an Approved Position
6. Position Requisition Related Permissions

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1. Customize the Position Requisition Form

• The position requisition form in ClayHR is fully customizable.
• You can add position custom fields to the requisition form to match your organization’s data requirements at this stage (e.g., budget codes, approval numbers, project references).
• Ensure the form reflects your internal hiring request process for accuracy and compliance.
• Go to: ⚙️ Top right configuration menu >> Hiring >>Position Requisition Configuration

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2. Customize the Position Requisition Approval Flow

• Approval flows determine who needs to review and approve a requisition before it can move forward.
• In ClayHR, approval flows are fully customizable in the number of approval layers, and who approves.
• Assign approvers by role, department, User Groups or Specific Users.
• Tailor the process to your organization’s decision-making and compliance needs.
• Go to: ⚙️ Top right configuration menu >> Hiring >>Position Requisition Configuration

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3. Launch a Position Requisition

1. Go to: main ATS - Hiring Menu.
2. Select Position Requisitions.
3. Click New Requisition button.
4. Complete the requisition form, and submit it to start the approval process.
5. People with the corresponding permissions to approve will get a notification.

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4. Approve a Position Requisition

1. Approvers receive a notification when a requisition is assigned to them.
2. Go to: main ATS - Hiring Menu >> My Pending Requisitions
3. Review the details. Approve or reject with comments as needed.
4. Once all required approvals are complete, the requisition is marked as Approved and a New Position can be created based on the given details.
5. If a requisition is stuck pending for approval (e.g. in case of approver's absence), it can be redirected to a new approver by editing the particular requisition's approval flow.

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5. Create a New Position from an Approved Position Requisition

• From the approved requisition, click on the "Convert To Draft Position" button .
• All relevant details from the requisition will pre-fill into the new position form.
• Review and make adjustments if needed.
• Save the new position to continue with your position management process: editing, final approval, publication, etc.

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6. Position Requisition Related Permissions

• Access to creating, editing, or approving position requisitions is controlled by user permissions.
• Permissions determine:
  • Who can launch a requisition.
  • Who can edit requisition forms.
  • Who can approve requisitions.
  • Who can create positions from approved requisitions.
• Review and configure permissions to align with your organization’s approval authority and HR policies.

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(All about ATS-Hiring Management)