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Enabling the Standard Job Requisition

Objectives

After completing this lesson, you will be able to:

Upload the job requisition template
Select template settings and connect the route map
Assign permissions to create the job requisition

Job Requisition Data Model Upload

Learn about enabling the job requisition template.

In this section, you learn how to enable a requisition, so that your client can begin creating new jobs.

Steps to Enable a Job Requisition

To enable the requisition, follow these steps:

Log in to Provisioning and select your instance from the List of Companies.
Scroll to the Managing Recruiting section, and click Import/Update/Export Job Requisition Template.
If the job requisition data model (JRDM) has the same template name (in the XML) as one that exists, the JRDM overwrites the existing template.
If the JRDM has a different template name, a new template is loaded into the system.

The steps to Enable a Job Requisition are displayed.

Template Settings and Route Map

In this section, you learn how to select template settings and create a route map.

Form Template Settings

The following steps show you how to locate the Form Template Settings page, and create a route map from Admin Center:

Navigate to Admin Center → Company Settings → Form Template Settings.
On the Managing Form Templates page, click the relevant requisition link.
On the right side of the screen, from the dropdown menu, select the appropriate route map.

Company Settings page is displayed. Form Template Settings is highlighted.

Update of the Form Template

To finalize updating the form template, follow these steps:

On the Form Template Settings page, scroll down and select all the appropriate template settings.
- Consider possible options, for example the button to add approvers, or to send the requisition back to a previous step.
- Not all available settings work for requistions.
At the bottom of the page, click Update Form Template.

Select the appropriate options on the Form Template Settings page, and then select the Update Form Template button.

Note

You can only associate one route map with a requisition template. Therefore, if your client has a different approval route or process for different types of jobs (for example, hourly or professional) you must create a different route map and a different requisition template for each type of job.

Note

Think of Due Date as a date when final approval is required.

Permissions to Create a Requisition

When implementing the Recruiting solution, permission to create requisitions should be granted to the appropriate people in the client company.

For the creation of requisitions, the following process outlines the initial steps to grant the specific permissions required:

Go to Admin Center → Manage Employees → Set User Permissions → Manage Permission Roles.
Select the role to which the form creation permission should be added.
Click the Permission... button.
In the Permission settings dialog box, in the General User Permission section, select Permission to Create Forms.
Select Others.
Select the names of the forms that this role can create.
Click Done.
Log out of the instance, and log back in as a user with permissions for testing purposes.
When permission has been granted, the Create New button is available on the Recruiting tab.

The three initial steps to Grant Permission to Create a Requisition are displayed.

The final steps to Grant Permission to Create a Requisition are displayed.

Note

Granting permission to create requisitions to all users is not recommended. However, if you wish to assign this permission to everyone in the company, you grant it to the role assigned to all system users. Doing this grants permission to all users for the Recruiting tab, and to create forms.

Enable the Standard Job Requisition

Enable the Standard Job Requisition - Part 1

ExerciseStart Exercise

Enable the Standard Job Requisition - Part 2

ExerciseStart Exercise

Business Example

The first step toward creating job requisitions is to load them in the system. In this exercise, you are required to enable a job requisition.

To do so, you will need to follow a series of steps to import the job requisition into the system, connect the route map, and ensure users can access the new template.

In your training environment, you will see a job requisition template that is fully enabled (called the Corporate Job Requisition). To help you practice importing and enabling a job requisition template, you will download a sample JRDM and import and enable the new template.

We will call this the Hourly Job Requisition template.

Task 1: Download the sample job requisition template

Steps

Locate the course files within e-learning and download the full zip file.
Open the JRDM_RCM.xml file using an XML editor.
Verify that the name of the JRDM template is Hourly Job Requisition. This can be found on line 4 of the XML file.
Validate the languages of the job requisition template by navigating to the Supported Languages section of the JRDM. Below the template name, you will see the following languages enabled for the template: English, Spanish and German.

Task 2: Uploaded JRDM in Provisioning

Steps

Log in to Provisioning and from the company list, select your instance.
Locate the Managing Recruiting section and select the appropriate option to load a JRDM.
1. Scroll down to the Managing Recruiting section.
2. Choose Import/Update/Export Job Requisition Template.
Import the JRDM file into Provisioning.
1. Locate the JRDM_RCM.xml in your course files and select Upload.
1. Browse for the file, JRDM_RCM.xml.
2. Select Upload.

Task 3: Associate the Route Map to the Hourly Job Requisition Template

Steps

Log in to your SAP SuccessFactors instance.
Navigate to Admin Center → Company Settings → Form Template Settings and select the appropriate job requisition title.
Hint
The Action Search option in Admin Center is very useful. Start typing a word like template and options display. There is no need to memorize icons.
Connect the Job requisition short route map to the Hourly Job Requisition template you uploaded.
1. On the right side of the screen, from the dropdown menu, select the Job requisition short route map.
Enable an approver to be added to the route map.
1. Select the Allow Add Approver/Evaluator checkbox.
Select Enable form routing to previous step at the bottom of the page.
Hint
To quickly find the relevant content, use the search/find feature on your computer and type in a keyword on pages with lists.
At the bottom of the page, choose Update Form Template.

Task 4: Grant Permission to Create the Requisition

Steps

To grant permission for the staffing department, managers and the system administrator, navigate to Admin Center → Manage Permission Roles.
Open the permission role with the title Create Recruiting Forms.
Choose Edit in the top right corner to edit the list of permissions assigned to this role.
Choose Next at the bottom right of the screen.
Within the User Permissions section, find the General User Permissions category and select it.
Find the Permission to Create Forms and select the radio button next to the drop down menu to manually select which templates to assign to this role.
Select the drop down menu select the Hourly Job Requisition.
Select the Corporate Job Requisition if not already selected.
Select Next.
Hint
The job requisition form you uploaded may take a while to be refreshed here under Create Forms. Give it some time if you do not see it in the list right away. Another workaround is to select All forms.
Preview the role-based permissions assigned to the role and verify that the Permission to Create Forms includes the Corporate Job Requisition and the Hourly Job Requisition templates.
Choose Save.
Before exiting the View Create Recruiting Permissions overview, find the Assignments tab (next to Permissions).
Choose Assignments to verify that the permission role is assigned to the Full System Administrator and the Staffing groups.
Log out and then log back in as an administrator.
Navigate to Home → Recruiting and verify that the Create New button is available.
Proxy as a member of the Staffing department, such as Paula Price.
Navigate to Home → Recruiting and verify the Create New button is available.

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