Requisitions
Learn how to raise, view, filter, and manage requisitions in requidex, including worker submissions, auto-assign, and exporting data.
By Austin1 author24 articles
- Requisition default rulesHow priority rules set requisition defaults for selected agencies
- Requisition approval routingHow approval routes and routing rules select the approval stages for a requisition
- Shift-based requisitions setup and usageHow to enable, create, assign, and monitor shift-based daily coverage requisitions
- Amending a requisitionHow requisition amendments work, including quantity, dates, shift pattern, rates, cost code, competency requirements, and amendment reasons
- Approving a requisitionHow to review and approve a requisition, including agency selection and approval comments
- Activity and audit trailWhat appears in the requisition activity log and how to use it for audit purposes
- Sending a requisition to agenciesFor hirers: how to select agencies, send requisitions immediately, and use scheduled or tiered sending. For agencies: how to receive, accept, and respond to a requisition
- Auto-assign vs manual-assignHow auto-assign and manual-assign affect worker submissions and assignments
- Managing agency schedulesHow tiered agency schedules work and how to amend, release, remove, or retract agencies from a requisition
- Understanding requisition statusesWhat each requisition and agency status means
- Troubleshooting requisitionsCommon requisition issues and the checks to make when something is not working as expected
- Timesheet approvers on requisitionsHow to select and edit requisition timesheet approvers, including limits, permissions, and downstream timesheet impact
- Standard vs shift-based requisitionsWhen to use standard headcount-based requisitions or shift-based daily coverage
- Shift-based coverageHow to read shift-based requisition coverage in the calendar, table, and day detail view
- Reviewing the requisition detail pageWhat each requisition detail tab shows and when conditional tabs appear
- Reviewing and assigning workersFor hirers: how to review submitted workers, update recruitment stages, reject or reinstate workers, and assign workers manually. For agencies: how submitting and tracking workers works
- Rejecting a requisitionWhen and how to reject a requisition, and what happens after rejection
- Requisitions OverviewWhat requisitions are, how they move through the workflow, and which users can work with them
- Multi-stage approvalHow requisition approval stages, stage approvers, and flexible approval work
- Duplicating a requisitionWhen to duplicate a requisition, what is copied, and what to review before submitting
- Creating a new requisitionHow to create and submit a requisition
- Comments, mentions, and broadcastsHow requisition comments work, including mentions, attachments, broadcasts to agencies, and notifications
- Cancelling and reinstating a requisitionWhen to cancel a requisition, what cancellation prevents, and how reinstatement works
- Exporting requisitions and recruitment metricsHow to export requisition data, recruitment metrics, and single requisition PDFs