Requisition and Applicant Preferences allow administrators to define field values for job requisition templates, job requisitions, the job search page, compensation types, and reasons for passing on an applicant. Custom fields can be defined to display on the job requisition form and the Applicant Profile page. Administrators can also set the corporation approver for Recruiting and define a default date range for the search criteria for the Manage Job Requisitions page. They can also determine whether or not to display Equal Employment Opportunity (EEO) categories on the job requisition form and in the application workflow.
Note: Changes to Requisition and Applicant Preferences are only saved once thebutton is clicked at the bottom of the page.
To access Requisition and Applicant Preferences, go to.
|PERMISSION NAME||PERMISSION DESCRIPTION||CATEGORY|
|Requisition Preferences - Manage||
Grants ability to access and manage Requisition and Applicant Preferences. This permission cannot be constrained.
Note: Users with the Requisition: Manage permission will not be affected by Field Level Access settings.
Requisition Preferences Section
The following options are available in this section:
This option defines the default date range that displays in the search criteria area of the Manage Job Requisitions page. The default value is "No Default," which displays all requisitions owned by the user, regardless of date, on the Manage Job Requisitions page. Changes to Requisition and Applicant Preferences cannot be saved if the value in the Default Date Range field is "Please Select."
This option is unchecked by default. Checking the option enables thelink to display in the Select Requisition Template pop-up when configuring job requisitions and requisition requests, as well as when reviewing requisition requests.
If the option is not checked, then the recruiters, hiring managers, and requisition request reviewers cannot select the default requisition template for the position for job requisitions and requisition requests.
The Require Approver option is unchecked by default. When checked, all new requisitions and changes to requisitions require at least one approver. The approver is defined at the requisition template level but can be changed at the job requisition level. When changing the approver at the job requisition level, the approver field cannot be blank. In addition, the user submitting the requisition cannot designate themselves as the approver.
If Require Approver is not checked, then requisitions may be submitted without any approval.
A recruiter creates a job requisition seeking additional headcount for the stores in his division. He has not sought approval for the requisition, but his data shows that at least two new employees are needed. He sets up interviews with candidates and includes the Human Resources (HR) Manager as an interviewer. When the HR Manager receives the interview request, she contacts the recruiter to let him know that he cannot proceed with the interviews because the additional headcount would exceed the current budget. The requisition is cancelled. The HR Manager contacts the Recruiting Administrator to ensure that all new job requisitions require approval.
This option allows recruiters to create hierarchical relationships between job requisitions by adding a single level of associated child requisitions to the parent requisition. The option is unchecked by default. When unchecked, recruiters cannot create hierarchical relationships between job requisitions.
If Related Requisitions is unchecked after the option has been checked and the preference setting saved, then a warning message appears. The message indicates that unchecking the option prevents recruiters from being able to create new parent-child relationships for job requisitions. Existing parent-child relationships are preserved. Click to deselect the option, or click to keep the option selected.
This option allows recruiters to create related requisitions and have applicants apply to multiple requisitions within a single applicant experience. This option is unchecked by default. This option is only available if Related Requisitions is checked.
When Related Requisitions (Apply to Multiple Jobs) is checked, recruiters can select the type of related requisition they want to add, either a related requisition or a related requisition to which applicants can apply to multiple jobs within the requisition.
If the option is unchecked after the selection is saved in Requisition and Applicant Preferences, then any related requisitions to which the applicant can apply are preserved. However, the option to button no longer displays on the Applicant Review tab when configuring job requisitions. See Create/Edit Requisition - Applicant Review Tab Overview.
This field is optional and defines the user that can be included as part of the applicant approval process as the "Corporation Approver." The "Corporation Approver" is an approver type that can be selected from the Select Approvers pop-up in the Approvals section when creating requisition templates and job requisitions.
To select an approver, click the Select icon in the Corporation Approver field and choose a user from the Select pop-up. Only one user can be selected.
See Create Job Requisition Template - General for more information on where the Corporation Approver value is used in the ATS. Note: If this field is not defined in Requisition and Applicant Preferences but the Corporation Approver field is part of the approval workflow, the system automatically approves this step during the approval workflow.
Compliance Preferences Section
The following options are available in this section:
The Hide Application Data option defines whether or not application data is hidden on the Applicant Profile page. The option is unchecked by default. When unchecked, the applicant's other jobs in the left navigation panel display as a link and can be viewed by clicking the link.
When the option is checked, recruiters who do not have permission to manage requisitions or who are not part of the hiring team for the job requisition can see the list of other jobs but cannot access them. The other jobs grayed out and not selectable.
In order to satisfy compliance requirements, an organization disables access to application data for recruiters who do not have permission to manage requisitions or are not part of the hiring team for a requisition. For such recruiters, the list of other jobs to which the applicant has applied still displays on the Applicant Profile page but is disabled and not selectable.
This option enables the EEO Category drop-down to display on the General step when creating a job requisition template or job requisition. The field is unchecked by default and not required. When unchecked, the EEO Category drop-down field does not display. Changes to this setting only affect new requisitions created from the job requisition template; existing job requisitions retain their EEO Category value.
The United States federal government requires organizations with > 1000 employees to report Equal Opportunity Employment data such as gender and ethnicity.
Note: This option only applies to external applicants.
When this option is unchecked, the opt-out option does not appear on the Applicant Profile page or the Submit Application step of the application workflow. Any applicants who opted out before the option was disabled will remain opted out. Any applicants who previously opted out can decide to opt in on theirpage (when the opt-out option is disabled by the administrator, the unchecked box is still visible on their profile). If the applicant decides to opt in while the administrator setting has been disabled, the applicant will not be able to change their opt-in selection while the administrator has the opt-out option disabled in Requisition and Applicant Preferences.
This option is unchecked by default. When checked, internal employees are excluded from the search in Candidate Search Query and the Internal Employees option is hidden in the User Types filter.
Note: Candidates with any application in a Hired status will continue to be searchable in Candidate Search Query until they become an internal employee on their start date.
Applicant Preferences Section
The following options are available in this section:
This option enables administrators to disable the ability to modify personal applicant data on the career site and Applicant Profile page. This option is unchecked by default. When unchecked, applicant data can be modified on the career site and the Applicant Profile page by recruiters with permission to edit applicant contact details.
When this option is checked, the following occurs:
- Requisition and Applicant Preferences - The selection in the Phone Required field in the Applicant Preferences section is ignored. Applicants cannot be required to provide a phone number.
- Applicant Profile page - The Options drop-down on the Applicant Profile page for internal applicants. See Applicant Profile Page Overview. option is hidden in the
- Career Site My Profile page - The See My Profile - View and Edit Profile Information. is hidden on the My Profile page on the career site.
- Applicant Experience - For internal applicants, the Contact Information section is hidden on the Resume - Upload and Review page when completing the application. See Upload Attachments - Review Page.
This option enables administrators to bypass the New Submission status for applicants. When bypassed, applicants are placed directly into the first status configured for the applicant status workflow.
The option is unchecked by default. Check the option to enable the New Submission status to be bypassed. Leave the option unchecked to maintain the New Submission process.
Anonymize Personal Data for New Submissions
When Skip New Submission Status is checked in Requisition and Applicant Preferences, the Anonymize personal applicant data for New Submissions option in Compliance Enablement Preferences is disabled and hidden. The option is hidden at the top level organizational unit (OU) and all child OUs.
This field is unchecked by default. When checked, applicants are required to enter a phone number on the Upload Attachments step of the application process before they can move to the next step in the application workflow. The phone number provided is then accessible in the applicant's record.
A recruiter reviews a highly qualified applicant's resume and would like to quickly contact the applicant by phone to schedule an initial interview. However, the applicant did not include a phone number anywhere on their application. The recruiter attempts to email the applicant, but the applicant's email address contains an error and the email is returned. When the applicant is finally contacted by mail, the applicant has already accepted a position elsewhere.
The recruiter contacts the Recruiting administrator to enable the Phone Required option in Requisition and Applicant Preferences to ensure that qualified applicants are not lost due to missing contact information.
This option is unchecked by default. When checked, the Start Onboarding option only appears in the Options drop-down on the Applicant Profile page if the applicant is in a Hired status. Onboarding will not be able to be started for applicants in any other status.
This option is unchecked by default. When checked, an Allow comments option appears on the Request Candidate Feedback flyout in Manage Candidates, allowing users to enter comments about a candidate when completing feedback. If this option is not checked, then the users from whom feedback is being requested will not be able to enter comments when submitting their feedback.
Once all changes have been made to the Requisition and Applicant Preferences page, click. Changes are not saved until you click .
See the following for detailed information about the additional preferences available for Requisition and Applicant Preferences:
- Duplicate Applicants Management - See Requisition and Applicant Preferences - Duplicate Applicants Management.
- Employment Types - See Requisition and Applicant Preferences - Employment Types.
- Compensation Types - See Requisition and Applicant Preferences - Compensation Types.
- Dispositions - See Requisition and Applicant Preferences - Dispositions.
- Applicant Custom Fields - See Requisition and Applicant Preferences - Applicant Custom Fields.
- Application Custom Fields - See Requisition and Applicant Preferences - Application Custom Fields.
- Requisition Custom Fields - See Requisition and Applicant Preferences - Requisition Custom Fields.
Visit the Cornerstone Recruiting page in the Success Center to access more training resources, from curriculum to playlists to live training registrations.