Requirements Groups – Custom Filled Job Requirements

Overview

Updated 05/24/2021

The purpose of this feature is to provide you with the ability to take your system-level, new filled job requirements down to the Company / Job level. This allows you to set stricter requirements to be followed at the time of placing talent than what is set at the system level in the table editor.  This allows for a setup that ensures any Company / Job specific requirements are being fulfilled at the time of placement.

Benefits:

• This gives you the ability to setup personalized new filled job requirements for Companies and Jobs.
• These requirements span further than just requiring certain fields of data at the time of placement. Select specific pieces of data like specific tags, skills or even electronic signature documents as defined below in the creating requirements groups section.
• For those who are in the transition process, this functionality replaces the requirements and skills setup in Classic and the matching that occurs at the time of placement. However, this feature gives you more flexibility to have different requirements setups on Companies, to better support when they staff for a company in multiple verticals.  For example, you might need to fulfill different requirements if the position is Light Industrial, versus Clerical, versus Professional.

Overall Setup:

To give users access to complete setup in the Companies > Requirements area you will need to ensure users types have Sales Manager access which will ensure they have access to create and manage new Requirements Groups on Companies.

Creating Requirements Groups:

Navigate to a Company that you want to set a new Requirement Group up for.  Access the new tab called “Requirements” and select “Create New Requirements Group”

 

Here users with the associated permissions will be able to name their requirements group (remember to use a name that your Recruiters will understand, and know to select when creating a new Job). Select all of the requirements necessary at the time of creating a placement.

If you see any requirements already checked off with a check-mark that cannot be edited, these are the New Filled Job Requirements setup at the system level and these Requirements Groups setup on Companies cannot be less strict than those setup at the system level.

General Requirements:  These are the fields of data on Jobs that the system might require to be filled out at the time of placement.

Custom Requirements:  These are the personalized fields created on Talent and Job records.  This includes personalized Applicant Tags, specific Position Categories, and Skills that can be required on Talent, as well as specific Talent Contract Types that can be set up to be required.  Any tags that are selected include expiration dates.  If the date is in the past, the tag will be considered to not fulfill the requirement at the time of placement.  This also includes personalized Job Details fields on Jobs.  Any of these can also be setup as required at the time of placement.

Onboarding Tasks:  This section gets into the details of Onboarding and any specific task or even specific electronic signature documents that can be setup to be required at the time of placement.  We are also including other onboarding integration partners, so making things like WOTC or Assessments required at the time of placement is also available for those using these integration partners.

Using Requirements Groups:

Once your requirements group is created, these can be selected on Jobs by the users creating new Jobs.  This will ensure that when placing talent on this Job we are checking to ensure the Talent has fulfilled both the system level New Filled Job Requirements setup in your table editor, but also the company specific filled job requirements setup on the Company and Job.

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