Workflow for Position Request for Posting; Recommendation to Hire or Hiring Proposal
To create a new recruitment related Form, go to the Forms module dashboard, click “Start New Form” and complete all the fields as shown in screenshot 1 below. If you select position request form, you will be given an option of writing the position title or selecting a title by using the job template library. Once you click “Create Form” you will be directed to a page to (screenshots 2-10):
- Complete the form and associated tasks and actions
- Read the task related instructions if applicable
- Revising the job description (if it is appropriate based on your role)
- Sending the completed task for approvals, viewing approval status and approvers (via the Task Routing link), etc.
Note: Approvers may already be preconfigured in the system as per your Department selection. Please contact your Human Resources for your Department workflow. - Using the upload tool for adding attachments.
- Utilizing the Discussion feature to write comments and share notes with other approvers about anything they need to know about your form request.
Please contact your Human resources for any additional questions/clarifications.
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Task Routing screen (Super Admin view)
Super Admin can approve on behalf of other approvers, add additional approvers as proxy, add new approvers or replace existing approvers.
Task Routing screen (Approvers view)
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Task Routing screen (Super Admin User view)
Task Routing screen (Approvers view)
| Task level | For each task appropriate custom Instruction text should be included |
| Task level - Actions: Guests | You can add other users as guests to view (read-only) that task |
| Task level - Actions: Mark as Incomplete (viewable only by Admin and Originator) | This action allows you to modify the locked form into editable mode. Once you click Mark as Incomplete, you need to republish via Actions and send the final version to next approver (if you are originator) or to Originator (if you are an Admin user) |
| Task level - Actions: Republish | This allows you to revise the form with changes. |
| Task level - Routing | You can view the list of approvers. Also, view the status of approvals in real time. |
| Form level - Routing | This will be hidden soon |
| Form level - Close Form | You can close the form and all tasks for any reason. |
| Form level - Guests | You can add other users as a guest to view all tasks in that form. No action required |
| Form level - Active Tasks | Only Active tasks to be completed or in progress are viewable |
| Form level - Completed Tasks | Completed |
| Form level - Upcoming Tasks | Tasks coming up after existing active tasks |