Create a Request

Create a staffing request for work in the client organization. This work request is sourced to other suppliers and vendors in the system.
Note: If you are creating a payroll request, see Create a Payroll Request.
  1. Navigate to the Home page in the Supplier view.
  2. Click Requisition.
  3. From the Client drop down, select the client to create the request for.
  4. In the Manager / Email field, enter the client (hiring) manager's name or email. The application automatically suggests manager names based on the text that you enter.
    The client manager is notified when the request is submitted.
  5. From the Operational Unit drop down, select the operational unit for the request.
  6. From the helper section, click the radio button for the type of worker required.
  7. Click .
  8. On the Description page, from the Reason drop down, select the reason for the request.
    The values in the Reason field are configured at the client organization level. For more information about this field's values, see Reasons Configuration.
  9. If enabled, in the Reason Detail field, add text for additional explanation for the reason.
    You can disable this field at the client organizational or OpUnit level. For more information about this setting, see Client Settings.
  10. From the Manager field, select the client manager for the request. This field automatically populates with the manager that you enter in the Manager / Email field.
    You can change this field from the client manager that you notify. The client manager for the request is the hiring manager, and is responsible for approving billing items.
  11. From the Department drop down, select the department/cost center for the job.
    If you do not see a department in the drop down, you can click Add New, and search for configured departments.

    You can search by department number, department name, parent department name, or any combination of values. After entering search parameters, click . From the search results, add your department to the request by clicking Select in the row for the department.

  12. From the Job Category drop down, select the job category.
    Job categories are configured for the client organization based on the request/engagement types defined in the contract. You can only add requests for jobs that exist at the client organization level.
  13. From the Job Code drop down, select the job code associated with the job category. This selection automatically populates the duties, skills, and education requirements fields. You can modify these fields if you have the correct permissions.
    Edit permissions for job description information is managed in the client organization configuration. For more information about these permissions, see Client Settings.
    Note: You can use the styling palette to format the text.
  14. In the Number of Positions field, enter the number of positions open in the request. The request is considered open until all positions have an accepted candidate assigned.
    Note: This value defaults to '1'.
  15. Optionally, you can click Attachments, and using the upload pop up, add supporting documents for the request.
  16. In the Location section, from the Country drop down, select the country where the job is performed. The selection in this field drives the options in the remaining fields in the Location section.
    Note: This selection is used to calculate taxes for billing items.
    Note: You can edit the location on a request after it is filled. To edit the location, locate the engagement on the Requisition page, scroll to the Location section, then click in the header. You can use the drop downs to select from configured values. You can also use the radio buttons to change the work location.
    Note: The work location only displays if the tax calculation method is set to either 'Wand' or 'Manual'. For more information about this setting, see Invoice Options for Locations.
  17. From the State/Province drop down, select the state or province where the work is performed.
  18. From the City/Town drop down, select the city or town where the work is performed.
  19. From the Address drop down, select the address where the work is performed.
  20. In the Schedule section, in the Start Date field, enter the date that the job starts. This date can be in the future. You can also click the calendar icon to open a calendar pop up that allows you to select the date.
  21. In the Est. End Date field, enter the estimated date that the job ends. This date can be modified after the job/engagement is filled. You can also click the calendar icon to open a calendar pop up that allows you to select the date.
  22. In the Hours Per Week field, enter the number of hours per week for the job.
  23. In the Hours Per Day field, enter the number of hours per day for the job.
  24. In the Day Per Week field, enter the number of days per week for the job.
  25. Optionally, in the Schedule Notes field, enter text notes for the schedule.
  26. In the Financials section, in the Max Rate field, enter the maximum bill rate for the job.
    You can configure the application to validate the entered bill rate and warn an MSP of a potential rate violation. For more information about these settings, see Resumes and Interviews Settings.
  27. From the Rate Application drop down, select how the billing rate is applied.
  28. In the Currency drop down, select the currency that the job financials are denominated in.
    You can only select a configured currency for the client organization. For more information about currencies, see Currency Configuration.
  29. In the Contact Information section, from the MSP Contact drop down, select the MSP associated with the job.
  30. In the MSP Phone field, enter the contact telephone number for the MSP.
  31. Click .
    Note: You can also click to save your request configuration as a draft. You can access this draft later.
  32. On the Sourcing : Modify page, select the vendors to notify of the job. These vendors are able to submit candidates for the job, and are visible to the client manager.
    Your supplier organization appears by default. Clicking automatically selects your organization and submits the request. Additionally, you can use the following options by clicking the blue text links at the top of the section:
    • Preferred Suppliers - If you have a list of preferred vendors, click the text, and then from the Results table, select the vendor check box, and then click Add to List.
    • Search Supplier Pool - To search for vendors that your organization is associated with, click the text, and then enter parameters to define your search.

      In the Results table, select the check box of the supplier and click Add to List.

    • Search Worker Pool - To search for workers in your organization, click the text, and then enter parameters to define your search.

      In the Results table. select the check box of the worker to add.

    • Request Specific Supplier - To request a specific supplier/vendor for the request, enter the supplier's name, the supplier's contact person's name, the contact phone number, and contact email address. All of this information is required. After configuring the fields, click .
    • Request Specific Worker - To request a specific worker for a request, enter the worker's first name, last name, and email address. This information is used to contact the worker, and is required. You can additionally add the supplier name for the worker, and the worker's telephone number. After you configure these fields, click Add to List.
  33. Click .
  34. On the Confirmation page, review the request information, and click .
    The request is submitted with the request status set to 'Pending Sourcing'. You can click the Resume/Portfolio tab to search for workers in your supplier organization to submit to the client organization. For more information about submitting workers, see Submit Worker for Request.