Purpose: The purpose of this feature is to provide our clients the ability to take their system level new filled job requirements down to the Company / Job level allowing them 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.
- They give our clients 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. We can select specific pieces of data like specific tags, skills or even electronic signature documents as defined below in the creating requirements groups section.
- For clients 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 our clients more flexibility to have different requirements setups on their Companies to better support when they staff for a company in multiple verticals. We might need to fulfill different requirements if the position is Light Industrial versus Clerical versus Professional.
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 permissioned users 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) and select all of the requirements necessary at the time of creating a placement.
If you see any requirements already checked off with a checkmark (ü) 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 our Jobs that we might require having filled out at the time of placement
Custom Requirements: These are the personalized fields we have created on our Talent and Job records. This includes our personalized Applicant Tags, specific Position Categories and Skills can be required on our Talent, as well as specific Talent Contract Types can be setup to be required. Any tags that are selected and 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 our personalized Job Details fields on our 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 can be setup to be required at the time of placement. We are also including our other onboarding integration partners so making things like WOTC or Assessments required at the time of placement is also available for those utilizing these integration partners.
Using Requirements Groups:
Once your requirements group is created these can be selected on our Jobs by the users creating new Jobs.
Example scenarios this solves for:
Scenario 1: My customer has a specific set of documents they need to ensure all sign off on when working in our warehouse.
Solution 1: If this client is using Adobe Sign and these documents are a part of their onboarding process, we would create a requirements group with a name like “Warehouse Jobs” that has all of these documents selected in the onboarding tasks area. This requirements group will be utilized anytime a new job is being created that will be located in the warehouse.
Solution: If this client is not using Adobe Sign and these documents are collected in another way Contract Type(s) can be created to manage the completion of these. We would create a Requirements Group with a name like “Warehouse Jobs” that has the correct contract type(s) selected in the custom requirements area. This requirements group will be utilized anytime a new job is being created that will be located in the warehouse
Scenario 2: We need to ensure a Talent has steel toes boots to go to work for this Company
Solution: we would ensure a category of tags are created to be added on Talent that allow indication of things like steel toed boots. A requirements group is created with the correct tags selected in the custom requirements area. This would then be used when creating jobs for this Company.