Requisitions and staffing plans

A job requisition is the request to hire: which department, which position, how many seats, roughly what it will cost. Nothing downstream depends on a requisition technically — you can create an opening without one — but the requisition is where headcount gets agreed before a role is advertised.

A staffing plan sits above requisitions. It is a fiscal-year budget document with line items for the roles a department expects to fill, and it exists to give those requisitions context. It is not a gate: the system does not check a requisition against a plan.

Raise a requisition

The page is at /job-requisitions. Creating one needs hr.recruitment.manage.

1. Open Job Requisitions from the Recruitment group in the sidebar.

2. Click New Requisition at the right of the toolbar.

3. Fill in the drawer:

   Field	Notes
   Department	Required. Type to search departments.
   Position	Required. Type to search positions.
   Requested By	Required. Type an employee's last name to search.
   Number of Vacancies	Required, defaults to 1.
   Estimated Cost (₱)	Optional.
   Description	Optional rich text — justification, urgency, special requirements.

4. Click Create Requisition.

New requisitions are created with status Draft. There is no status field on the form; you set the status afterwards from the row menu.

Move a requisition through approval

Statuses are Draft, Open, Approved, Filled, Closed and Cancelled. The usual path is Draft while it is being written, Open once it is submitted for review, Approved when the hire is authorised, and then Filled or Closed at the end.

To change one:

1. Open the row menu on the requisition and choose Status.
2. Pick the new status from the dropdown in the dialog.
3. Click Update Status.

The dialog accepts any of the six values from any starting point — the system does not enforce an order, so the sequence is a convention your organisation follows rather than a rule the software applies.

To approve several at once, tick their checkboxes, then use Set Status in the bulk action bar and choose Approved. The same menu covers Open, Filled, Closed, Cancelled and Draft. Delete Selected in the same bar removes the selected requisitions outright.

Tabs, columns and filters

The tab strip is All, Draft, Open, Approved, Filled, Closed, Cancelled and Archived, each with a count. The Archived tab is specific to this page — no other recruitment page has one.

Columns are ID, Department, Position, Requester, Openings, Budget, Status and Created. Every column except Status carries a filter appropriate to its type (number range, text match, date range); Status filters on equals/not equal. Sorting is available on all eight.

Duplicate, archive and restore

Two row actions exist here that the other recruitment pages do not have.

Duplicate opens the create drawer pre-filled from an existing requisition. Saving creates a new record — the original is untouched. Useful when a department repeats the same request across quarters.

Archive hides a requisition from the status tabs and moves it to the Archived tab; Restore brings it back. Only one of the two appears in a row's menu, depending on whether that row is already archived. Archiving is reversible and does not delete anything, which makes it the safer option for requisitions you want out of the way but not gone.

Import requisitions from CSV

Table → Import CSV opens the import modal, which offers a template to download. The columns are departmentName, positionName, requestedByLastName, requestedByFirstName, numVacancies, estimatedCost and description.

Names are resolved to records as the file is parsed, and rows fail individually with a readable reason — an unknown department, a position that does not exist in that department, or an employee name that matches nobody. Imported requisitions land as Draft like any other.

Staffing plans

The page is at /staffing-plans. It is gated on hr.recruitment.staffing.manage, and unlike the other recruitment pages that single permission covers both viewing the sidebar entry and managing the records.

Create a plan

1. Open Staffing Plans.

2. Click New Plan.

3. Fill in the drawer:

   Field	Notes
   Plan Name	Required, e.g. "Q1 2025 Engineering Expansion".
   Fiscal Year	Required.
   Department	Optional. Leave it on Company-wide to scope the plan across departments.
   Total Budget (₱)	Optional.
   Created By	Required. The employee who owns the plan.

4. Click Create Plan.

Plans are created as Draft. The tab strip offers All, Draft, Active and Closed, but the plan form has no status field and the row menu has no Status action, so a plan created and edited entirely through the UI stays Draft.

Add line items to a plan

Line items are the roles a plan expects to fill, and they live inside the plan rather than on the list page.

1. Open the row menu and choose View Details, or double-click the row.
2. The drawer shows the plan's fiscal year, status, department and total budget, then a Plan Items table.
3. Under Add Item, enter a Role Title, Vacancies and an optional Est. Cost, then click the add button.
4. Remove an item with the delete button at the end of its row.

Items added from this drawer are not linked to a requisition — the drawer collects the role title, vacancy count and estimated cost only.

Columns and bulk actions

Columns are ID, Plan Name, Year, Department (showing "Company-wide" when no department is set), Status, Budget and Created By. Sorting works on ID, Year and Budget; the remaining columns filter but do not sort.

The only bulk action is Delete Selected. CSV import is available under Table → Import CSV with the columns planName, fiscalYear, departmentName, totalBudget, createdByLastName and createdByFirstName.

Next step

An approved requisition is the cue to publish the role. Continue with Job openings and the careers page.