For members of Talent Acquisition or Recruiters looking to learn about the job requisition approval, initiation, and managing process, this document will guide you through the following tasks and processes:
Approve Job Requisitions - How to view job requisitions that are sent to you for approval by Hiring Managers.
Assigning Primary Recruiters, Recruiting Coordinators - How to assign a primary recruiter and/or recruiting coordinator to a job requisition you have approved.
Posting Jobs - How to post a job as a recruiter for a job requisition you are assigned to.
Maintaining Requisitions - How to view job requisitions that are sent to you for approval by a Hiring Manager on your team.
Requesting Translations - How to view candidates, access requisition details, review required qualifications, and view the job posting as a recruiter for a job requisition you are assigned to.
Initiating and Creating Requisitions - How to initiate a job requisition for your team or on behalf of a Hiring Manager.
Approving Job Requisitions
- As a Recruiting Manager, you may receive a notification in your My Tasks Inbox to approve a request for a job requisition. Look for the task titled Job Requisition and select it for review.
- The details of the job requisition request will open on the right-hand side of the page. Review the job details submitted.
- After reviewing the job requisition, you have two options: Approve or Send Back. If you choose to Send Back, you can specify whether you would like to see revisions to the job details or the compensation or if you would like HR to review the requisition again. Then, enter your comments in the reason field to provide clear feedback and click Submit.
Assigning Primary Recruiters, Recruiting Coordinators
- If you have just approved a job requisition request, you will receive a confirmation notification along with instructions for the next steps. You can either click Open directly on the notification or select the Assign Roles task in your My Tasks Inbox.
- The task will open on the right-hand side of the page. Here, you will need to assign an individual to be the Primary Recruiter and the Primary Recruiting Coordinator for the approved job requisition. Select the role you are assigning from the available options. Then, click the drop-down menu under Assigned To and choose Allowed Assignees. From the list of available employees, select the name of the individual you want to assign to the role. If you need to assign additional roles or assignees, click the Add icon (+) to add them.
- When you are done, click Submit at the bottom of the page.
- You will receive a confirmation notification. The task will then be routed to the Primary Recruiter (“recruiter”) to post the job.
Posting Jobs
- The recruiter will receive a task in their My Tasks Inbox. Select the task titled Post Job.
- When opening the task on the right-hand side of the page, you will have the option to select the Job Posting Sites where you want to post the job requisition. The drop-down menu will include options such as External (Medline career page), Internal (Workday careers hub), and Agency (Korn Ferry).
- If you would like to Preview the Job Posting before submitting it, you can do so by selecting the checkbox provided. This will allow you to review the job posting on the next page and make any necessary edits before finalizing. When you have made your selection, click OK.
- If you have chosen to preview the job posting, you will see a description of the posting on the right. To make any changes, click Edit Job Requisition. To proceed, click OK (see step 6).
- If you have chosen to edit the job requisition, you will have the ability to make changes to any part of the requisition without further approvals. This includes modifying the previously approved requisition details and the job summary. To proceed with the changes, you will need to select a reason from the provided drop-down menu, indicating the purpose of the change. Use the Edit icon () to add a reason and the Checkmark icon to save your changes. When you are finished, click Submit. You will be returned to Step 2 to finalize the posting.
- If you have chosen to proceed, you will see a table with the selected sites. Set the Start Date and End Date for the posting(s) to be available. Click Submit to proceed.
- You will receive a confirmation notification along with instructions for next steps. Click Edit Additional Data directly or select the task in your My Tasks Inbox.
- If you have chosen to post the requisition externally, you will receive a confirmation notification along with instructions for next steps. Click To Do directly or select the task in your My Tasks Inbox.
- Click the blue SAML link in the task to proceed to the eQuest platform and post the requisition to external job boards. Click Submit to proceed.
Maintaining Requisitions
- From the Workday Homepage, click the arrow to open the collapsible pane on the left-hand side of the screen. Then, select Job Requisitions.
- You will be directed to the Job Requisition Workspace, where you can select a job requisition that you are assigned to manage.
- From here, you can view Active and Inactive Candidates or Details of the requisition at a high-level. Select Open Detailed View to be directed to the job requisition’s landing page.
- From the job requisition’s landing page, you can manage the job requisition, view candidates, access requisition details, review required qualifications, and view the job posting.
Requesting Translations
- From the requisition landing page for a requisition, select the Ellipses icon, otherwise known as the actions button located next to the job title.
- From the sidebar that appears, select Translation, then Request Translation.
- Select an attribute from the drop-down menu to be translated. Then, click OK.
- Click the Add icon (+), then select an option from the drop-down menu under Translate To. Next, click Submit to proceed.
Initiating and Creating Requisitions
- From the Workday Homepage, click the arrow to open the collapsible pane on the left-hand side of the screen. Then, select Create Job Requisition.
- You can choose to copy the details from an existing requisition by selecting one from the drop-down menu. After that, you need to enter the name of the supervisory organization for the requisition request. This can be someone from your team or outside your team. Next, indicate if you are creating a new position or creating a job requisition for an existing position(s). Then, choose the Worker Type between Employee or Contingent Worker. Click OK to proceed.
- If you have chosen to create new position, a blank form will appear for you to enter the recruiting information for your new requisition. If you selected “from an existing requisition position”, the details will be automatically populated. Use the Edit icon (
) to make changes and the Checkmark icon to save your changes. Once you have completed the questions on this page, click Next.
- Number of Openings: Indicate the quantity of positions available.
- Reason: Choose between back fill and new headcount.
- (Optional) Replacement For: Select a terminated employee that this position would be replacing if applicable.
- Recruiting Instruction: Choose whether this is a campus position or not.
- Recruiting Start Date: Choose a start date for the recruiting process to begin.
- Target Hire Date: Choose a target date for a candidate to be hired.
- (Optional) Target End Date: Choose a date you are targeting for the recruiting process to end.
- (Optional) Referral Payment Plan: Choose whether a referral bonus would apply to this requisition.
- A form will appear to enter job details for your new requisition. Use the Edit icon (
) to make changes and the Checkmark icon to save your changes. Once you have completed the questions on this page, click Next.
- Job Posting Title: Enter the desired title for the position.
- Job Profile: Choose a job profile from the drop-down menu.
- Job Description: A job description based on the job profile selected will automatically appear. Make any revisions as necessary.
- Worker Sub-Type: Choose between Intern, Regular, Seasonal, and Temporary.
- Time Type: Choose between full time and part time.
- Remote Type: Choose between Hybrid, On-site, Outside Sales, and Remote.
- Primary Location: Select one from the drop-down menu.
- Primary Job Posting Location: This will automatically populate but can be modified.
- Work Shift: Select one from the drop-down menu.
- (Optional) Select any questionnaires or assessments that apply to the requisition.
- On the following page, you can choose to add Required Skills and Optional Skills. Suggested skills will appear based on the job details you have provided and similar worker profiles. Click Next to proceed.
- Next, you have the option to add qualifications for the job requisition. This included specifying the required level of education, language proficiency, certifications, work experience, competencies, responsibilities, or training details. You can do so by selecting Add under the appropriate category and providing more information. Click Next to proceed.
- Here, you must select a company and a cost center that are associated with the job requisition. Additionally, if applicable, you may need to specify any unions that are relevant to the position. Click Next to proceed.
- On the next page, you can add any relevant documents by clicking Add. Click Next to proceed.
- You will be directed to a summary of the information you have provided. If you need to make any changes, you can either click Guide Me to navigate back to the relevant section or make edits directly on this page using the Edit icon (). It is important to ensure that your changes have been saved and reviewed before proceeding. Once you are satisfied with the job details, click Submit to finalize the job requisition.
- After submitting your request, you will receive a notification indicating that your request has been routed to the next person in the approval process, typically an HR Partner.