Create new staffing request
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A staffing request is submitted by a hiring manager, and is usually created in Umantis by the same person. They can do this in one of three ways:
- Through the Create new staffing request link in their Access for hiring manager
- Through the same form, but without logging in on one of these pages of your solution.
- Or they can go to an existing job profile in their access and click on Create staffing request based on this job. This allows for as many fields as possible to be filled out in advance for the manager.
The form can also be further edited by the manager after submission, up until the HR expert converts the request into a job to be filled. Hiring managers can select the "Save staffing request as draft" option as soon as they create a staffing request. This allows you to edit the request further and submit it at a later time (after saving).
Staffing requests can also be created by the HR expert in the Staffing requests overview, if a request is submitted by other means.
Automatic recognition of requester's name
Configuration mode can be used to display the Requester (Automatic name recognition) field in the "Create new staffing request" form. If this field is actively displayed, then the name of the person creating the current staffing request will automatically be entered in the "Requester" field. However, the name can still be changed afterwards.
Please note that it is necessary to specify the branch office when entering a new staffing request (mandatory field). Do not hide this field.
Create new staffing request (Click on "Expand")
Please note that all available fields in the staffing request will then be listed. It is recommended that you display only the fields that are needed for your company. Fields that are displayed by default are indicated in bold. Fields that are hidden by default are shown in italics.
- Staffing request for branch office
- Displays the name of the branch office for which the staffing request was created. With the "Select other branch office" link, you have the option to select another branch office (if you have appropriate access).
- Type of request
- Selection list with various selection values
- Questions about the request
- Checkboxes — various selection values
- Request for job (job title)*
- Indicate the job for which the staffing request is being created.
- Request number
- If you leave this field empty, a number will be automatically generated and saved.
- Logo
- Like the logo that can be stored with a job, this logo can also be created or uploaded here.
- Job user-defined 6
- User-defined field. Displayed in the "General information" for a job.
- Overall need
- Enter the overall need here.
- Job user-defined 8
- User-defined field relating to the job.
- Requester
- Enter your name here.
- Requester*
- If you display this field, then automatic name recognition will be used.
- Replacement for
- Enter the name of the employee who is to be replaced by the new employee (staffing request). This field does not need to be filled in for a new job.
- Preferred start date
- Enter the start date here.
- Requires approval by
- Here you can enter the names of people who must give their approval for the staffing of this job.
- Reason
- Reason for staffing request
- Explain here why it is necessary that this job be staffed.
- Responsibilities
- Branch office
- The name of the relevant branch office is displayed here. With the "Select other branch office" link, you have the option to select another branch office (if you have appropriate access).
- Responsible HR expert
- Select the responsible HR expert.
- Alternate HR expert
- Select the responsible alternate HR expert.
- Automatically forward applications to hiring managers
- If you activate this function, it is recommended that the responsible hiring managers subscribe to the status "Application submitted" so that they will receive a notification when new applications are submitted.
- Job description
- Starting as
- Indicate the type of role in which the new person will be starting, e.g. as an intern, apprentice, trainee or employee.
- Department
- Select the department associated with the new job.
- CC #
- Enter the cost center number here.
- Employment category
- Select the employment category here (full-time, part-time).
- Comments on employment category
- Free text field for any comments you would like to add about the employment category.
- Job location
- Employment period
- Indicate whether the job is "Temporary" or "Permanent"
- Duration if temporary
- For temporary jobs, you can enter the employment period here.
- Business language
- Indicate the primary language in which this job will be carried out.
- Salary
- Indicate the (annual) salary for this job.
- Comment
- Optional comment field.
- Additional information
- Job user-defined Date 1 (and 2)
- User-defined date field.
- Job user-defined 1 (through 5)
- User-defined fields relating to the job
- User-defined list Jobs 1 (renaming to: "Job location")
- Indicate the job location at which most work will be done for this job.
- Comment
- You can enter an optional comment here.
- User-defined list Jobs 2'
- User-defined list with selection values
- Comment
- You can enter an optional comment here.
- User-defined list Jobs 3
- User-defined list with selection values
- Comment
- You can enter an optional comment here.
- More information about the job
- Enter additional information about the job in this field.
- Applicant requirements
- Education
- Indicate the education level that is required of applicants.
- Professional experience
- Indicate the level of professional experience required of applicants.
- Special knowledge and skills
- Indicate which special knowledge and skills the applicants should have.
- Target age range
- You can display this section and indicate the desired age range for applicants to this job.
- Year of birth (from)
- Year of birth (to)
- Education
- Highest degree earned
- Indicate the highest diploma or degree that you expect applicants to have earned.
- Other user-defined content
- This section contains a few user-defined fields that you can configure and display as you like.
- Documents
- The Documents section contains additional fields that you can choose to display if desired. It will then be possible to upload documents related to the staffing request.
- Options
- Submit staffing request immediately
- If you select this option, then the staffing request will be submitted immediately after saving.
- Save staffing request as draft
- If you select this option, then the staffing request will be saved as a draft, and can be edited and submitted later.
Available actions for incomplete and complete staffing requests
- Incomplete staffing requests
- The Actions section of a staffing request is only displayed to the manager if the corresponding staffing request is still incomplete (i.e. if not all three steps have been saved, or if the creation of the staffing request has been interrupted), Accordingly, the "Complete and submit staffing request" and "Delete staffing request" actions are available for incomplete staffing requests.
- Completed staffing requests
- Completed staffing requests are displayed in the HR expert view, and can no longer be completed or deleted by the manager. For this reason, the manager does not see the Actions section for completed staffing requests; although this section is visible in Configuration mode, it cannot be displayed and activated based on specific conditions.