New Requirement

Requirement Manager

Overview

Requirement refers to the Job Requirements that are received from your customers or part of certain Business units in your organization. Creating requirements in HireCraft means to have it recorded for future reference as well as to assign them to your members of the same to work on. You can use Requirement Manager form to create or Edit requirements and notify the assigned members.

Creating Requirements

To begin creating new requirement, click on the "New Requirement" command located on the left of Workbench panel or Navigate to menu Manager -> Requirement Manager and follow the steps below.

Step 1

Click on button on the toolbar of Requirement Manager.

Customer - Select the customer name from the drop-down list >>

Note: if you're in a corporate environment, the customer name label may be referred to as 'Business Unit' and the Branch name as 'Practice'. And they both imply the same meaning in HireCraft
Contact - Select the Contact name or the requester name from the drop-down list. >>

If the contact name is not available in the list, you can add new one by clicking on next to the drop-down list, and enter it in the window that is displayed. More...
Branch - Select branch of the customer from the list, if available. >>

If the Branch name is not available in the list, you can add new one by clicking on next to the drop-down list, and enter it in the window that is displayed. More...
CC - Select email id from the list, to which you would like copy of mail to be sent at the time of sending short-list mailer.
Project - Select the project that you would like to associate with the requirement >>

If the Project Name is not available in the list, you can add new one by clicking on next to the drop-down list, and enter it in the window that is displayed. More...
Skill Category - Select the Skill Category that you would like to associate with the requirement. >>

If the Skill Category is not available in the list, you can add new one by clicking on next to the drop-down list, and enter it in the window that is displayed. More...

Step 2

Adding necessary Information relevant to the Job Requirement

Basic Information

Grade: Select the grade from the list that you would like to associate with the requirement. >>

Note: If the grade you want is not in the list you can add it by clicking on button next to drop-down list and enter it in the window that is displayed. More...
Requirement - Type the requirement title here. You can also select the requirement title from the list that have already been saved in the position profiles. >>

Note: If you would like to create new position profile for the requirement that you are going to create as well as for later use, you can create it by clicking on button next to drop-down list and enter it in the window that is displayed. More...
Positions - Increase or decrease the number of required positions. You can also enter directly in this box.
Experience - Enter the required experience in years (for Example: 1 to 3 years) >>
Anchor - Select the requirement anchor, the person who is primarily responsible or handling of the requirement. >>

Note: If you would like to assign the requirement to other members of your team to work on as well, then click on button and check one or more users listed in the tree view. See the figure here
Locations - Select the requirement Locations from the drop-down list by double-clicking on the locations list on the left and press . >>

Note: If the location you want is not in the list you can add it by clicking on and enter it in the displayed window. More...
Type - By default the Requirement option is selected. You can change the option to Event/Job Fair, depending on the type of requirement.
Sourcing Difficulty: Choose the sourcing difficulty from the drop-down list that you may wish to mark as. >>

Hints: You can define your own by clicking on next to the drop-down list and enter it or modifying the existing in the displayed window. More...
Interview Panel: Select the Interview Panel member(s) who will conduct interview of candidates of the requirement, by clicking on Panel buttonand check the respective member names listed in the tree view in the displayed window, and press . See the sample figure here. More...

By default the member names listed in the opened window are requirement of the selected customer/unit only. To view contacts of all units/customer, uncheck the" Load Only Current Unit/Customer Data" option.

If the panel name isn't available in the list and you would like to add new one, then click on "Add New Interviewer" button on the toolbar, and enter the Name, Email ID and press , then click on checkbox before the name column and press OK on the toolbar. See the figure here
Job Description (JD) - Enter the description of the Job requirement and format it as desired. You can also copy and paste JD from other sources such as body of email messages or word documents...
Target Client:
Sourcing Guidelines - Enter any Guidelines that you would like for the requirement, which you may wish to notify your team members of the requirement.

Show Basic Details Window

Extended Information

Sourcing Status - Choose from any one of the three options given. >>

Hints: Indication of these options will be shown as Icon in the first column of the requirement folder grid, once you save the requirement. "No Icon means Open". See the sample figure here
Priority - Choose from any one of the four options given. >>

Hints:Indication of these options will be shown as Icon in the Second column of the requirement folder grid, once you save the requirement. "No Icon means Normal" See the sample figure here
Education- Select the required Education from the drop-down list by double-clicking on the Education list on the left and then Click . >>

If the Education you want is not in the list you can add it by clicking on and enter it in the displayed window. More...
Function - Select the Functional area of the requirement from the drop-down list >>

Note: If the Function you want is not in the list you can add it by clicking on button next to drop-down list and enter it in the window that is displayed. More...
Sub Function - Select the Sub Functional area of the requirement from the drop-down list >>

Note: If the sub-function you want is not in the list you can add it by clicking on button next to drop-down list and enter it in the window that is displayed. More...
Job Code - Enter the Job Code for the requirement. >>

Note: You don't need to enter anything into this field, unless you explicitly want to enter one. by default after you save the requirement, whatever Job Code that you have defined in Position Profile or Configured in the HireCraft Configuration will be picked automatically upon saving.
Staffing Title - Select the staffing type from the list, whether permanent or contract. If you have selected "Contract" as a the Staffing Title, fields as in picture below is enabled which will allow you to enter contract related information like period of contract and billing rate.
Search words in experience section of resume - Enter the keywords or phrase, which will be automatically included in search options to find the matching profiles.
Assessment Sheet - Select the required Assessment sheet template for the requirement. More...>>

Note: Depending on the configuration of HireCraft this option may not visible.

If the Assessment Sheet you want to associate with the requirement is not in the list you can add it by clicking on button next to drop-down list and enter it in the window that is displayed. More...
Start Date - Select the starting date of the requirement by navigating the calendar or enter directly in the field
Target Date- Select the Target date (deadline) of the requirement by navigating the calendar or enter directly in the field
CTC Range - Enter the CTC information for the requirement as shown in the figure below
Candidate Location - Select the preferred candidate locations from the list.
Candidate Ratings b/w - Enter candidate ratings scoresin between range.
Closed Reason - Select the default reason you would like to set automatically when all the positions of requirement are filled/Joined >>

If the Closed Reason is not available in the list, you can add new one by clicking on next to the drop-down list, and enter it in the window that is displayed. More...
Search words in entire resume - Enter the keywords or phrase, which will be automatically included in search options to find the matching profiles.
Hot Notes - Enter the Hot Notes or very critical information that you would like to be notified of yourself or others about the requirement.
Notes - Enter any notes or comments related to the requirement

Show Extended Information window

Note: The information marked in Red Bold text are mandatory, while all others marked in Black Bold Text are optional. However it is recommended that you to fill/select those information as well in order to have detailed/accurate information about the Job requirement