Requisition settings are where you can control being able to allow users in Sage HR to request a new employee to be hired to fill a position that is deemed necessary.
Click your name in the top right, then click Settings.
On the settings menu click Recruitment, then click Requisition.
📎NOTE: Any changes you make, remember to click Save at the bottom
To be able to request a new employee, you need to select Enable employee feature.
This feature allows to set up your formal process for requesting new employees with approval and a clear status for each request.
Once enabled Request employee appears as an option when you click on ➕ at the top.
Select who can request a new employee
The following can have access to request a new employee if selected
All hiring managers (from recruitment groups)
All direct managers
All team managers
Specific employees- if selected, you are promoted to select the relevant specific employee(s)
Select who you want to approve employee requisitions
You can either have this be a direct manager of the person who is making the employee requisition or it can be a specific employee. If a specific employee select the relevant employee(s).
Enable requiring a second approver
If you would like there to be a second approval process, select Require second approval step.
Then same as for the first approver, either select Direct manager or a specific employee.
These are the fields that show when you fill out the online form for a requisition request.
Example of request form
Amend an existing custom field
The field must have a title.
Select a type. Your options are: Text, Text Area, Date or Drop down.
If required, select to make it a mandatory field
Select whether Anyone or only a HR administrator can see or update this field.
To move the order of your fields, click on the arrows
Create a new custom field
To add another custom scoll down to the bottom, thend click Add custom field.
A new custom field appears. You can then amend this how you want it.