The request form is a functionality that makes HR routines more flexible and gives HR managers an auxiliary resource for communicating processes and approving any kind of request from employees and managers.
Request Forms can be changed, setting up access for different departments and locations and selecting who can see and send requests.
Access to vacancy request configuration
Access to vacancy request configuration
To begin, navigate to Settings and select Forms. Choose Vacancy request to start customizing the form.
Create the vacancy request form
Create the vacancy request form
The vacancy request form is structured with three customizable blocks tailored to accommodate your company's specific requirements:
Details block: Here, you can assign a name and add a brief description to the form. The name could reflect the department you plan to use this form for, such as "Vacancy request for Product department" or "Sales department vacancy request."
2. Approvals block: This section allows you to define the individuals authorized to approve the vacancy request.
3. Submission permissions: Specify the individuals or groups permitted to submit the vacancy request in this block.
Manage vacancy requests
Manage vacancy requests
In the Hiring plan section, administrators and authorized employees can view, search, and filter all created and submitted requests by request status, department, location, or division.
They can also edit, withdraw, or delete the vacancy request form.
All requests can be exported in Excel or CSV format.
Approve vacancy requests
Approve vacancy requests
All specified individuals in the Vacancy request template receive notifications via email and in the system notification bar to approve the vacancy.
If there are multiple approvers, notifications are sent in a pre-configured sequence. In our scenario, the first approver is a specific employee, and the second is the HR manager.
Convert approved request to vacancy
Convert approved request to vacancy
Once approved, administrators and authorized employees can easily convert the request into a vacancy. All entered data is automatically transferred to the corresponding fields in the vacancy form.
Configure access rights
Configure access rights
Administrators can customize access rights to the different functions of the Recruit module. Follow these simple steps:
Go to the settings and locate the "Roles and permissions" section.
Select the role you want to customize and click Edit.
In the role editing window, scroll down to the Recruit section.
Enable the specific rights and permissions you want to grant to this role within the Recruit module.
Once you've configured the access rights, save the settings.
After saving the settings, users with the corresponding role will have access to perform certain actions across your company.
