Role Details
A clear job summary, primary responsibilities, required qualifications, and reporting relationship to align expectations for recruiting and onboarding.
A concise, complete requisition reduces approval delays, avoids budget overruns, supports consistent classification for payroll and benefits, and creates a record for audits and internal controls.
Departments and roles responsible for headcount decisions, budget approvals, and new hires create or approve requisitions.
Assign a single owner for routing and tracking to avoid approval bottlenecks and to ensure timely completion.
A clear job summary, primary responsibilities, required qualifications, and reporting relationship to align expectations for recruiting and onboarding.
Concise business reason for the role, expected outcomes, and impact on team capacity or revenue to support approval decisions.
Funding source, cost center, salary band, and any grant restrictions documented to prevent posting errors and unauthorized hires.
Specify full-time, part-time, temporary, contractor, or exempt/nonexempt classification for payroll, benefits, and tax treatment.
Preferred sourcing channels, internal posting requirements, relocation allowances, and required hiring manager contact to streamline search.
List required signatories by role and approval order so routing and delegation are clear and auditable.
| Field | Configuration |
|---|---|
| Approval Order | Sequential by role or parallel by department |
| Conditional Fields | Show budget fields only if new headcount |
| Authentication | Email link, SMS code, or stronger KBA |
| Notifications | Email reminders and escalation after X days |
Confirm platform support for your file types, authentication level, and HRIS integrations before implementing e-submission.
Ensure the selected solution supports audit trails, secure storage, and your organization’s retention policy for HR records.
Hiring manager submits requisition immediately when role is approved.
Manager signs within 2–3 business days to avoid delays.
HR completes classification and posting setup within 3–5 business days.
Finance responds within 2–5 business days depending on complexity.
Recruiting may begin once final authorization is captured.
Document completed and sent to HR for initial review.
HR assigns job code and determines exempt status.
Finance confirms funds and cost center allocation.
Final signature obtained and requisition released to recruiting.