Edit Requisition Template

Follow

Overview

Existing requisition templates in Evolve ATS can be edited/modified as needed by admin users. Admin users can create multiple requisition templates to customize the requisition information they want to capture. Requisition templates can be created based on different locations, job types, or position levels to capture the most relevant information.

Audience

Admin

Edit Requisition Template

Navigate to your user menu > Admin > ATS > View Requisition Library > View Requisition Templates.

Screenshot 2024-04-29 at 6.06.27 PM.png

Click the action menu icon () for the existing template, then select Edit.

Screenshot 2024-04-29 at 6.06.52 PM.png

Click the edit icon and update the template name and description, as needed.

Screenshot 2024-04-29 at 6.07.15 PM.png

Within the Requisitions Template section, you can:

  • Expand the Available Requisition Fields and drag/drop them into the Form
  • Update field configurations, as needed:
    • Required
    • Trigger Approvals
    • Modify Role Access
    • Add Instructions (optional)
  • Mark fields as Active

Screenshot 2024-04-29 at 6.07.57 PM.png

Click Done when you have finished updating/editing the desired fields.

Click Save when you have finished editing the requisition template.

NOTE: Please refer to the Value Mapping and Field Mapping articles to understand the methodology of hard coding the values for some of the fields in requisition templates.

Was this article helpful?
0 out of 0 found this helpful