This article informs how to automatically post a job requisition right after it is being approved. The process is done using the RCM rules.
SuccessFactors Recruiting Management (RCM) - All versions
When creating and approving a job requisition, you can automatically post the job requisition at the end of the approval process. This article describes the steps to make this configuration.
First, we need to create the rule itself. More information on the rule creation can be found on article 2515173.
- Go to admin center > Configure Business Rules;
- Select Basic rule and fill the information similar to the image below:
- On the next screen, you will first create the if clause. In order to ensure the rule will be triggered when the job requisition gets approved, we created an if clause to validate the system status. Pay attention to select the system status instead of the job requisition status, these are two different fields. The system status refers to the "pre-approved", "approved", and "closed" system status.
- After creating the if clause, we will need to create the then clauses. On this example, we will create one clause to create the internal post and another to the external.
A - The first one on our example will be the then clause to create the internal post. As shown below, the number one creates the posting start date. For this information we selected the function "Get Current DateTime()". This function will simple create the posting start date using the current time and date when the job requisition gets approved and the rule triggered.
B - The number two shows the creation of the posting end date. For this date, we used specific functions to have as end date two months after the job req is posted. The first function is the "Create DateTime()", this will just allow the user to create a date using different functions and parameters. The second function "Date Plus()" will calculate the date based on the parameters selected. As based date we used the "Today()" function that will simply get the date when the job requisition is being approved and will add the amount of time that we selected in the parameters below. For this case, we added two months to the based date.
- Our next step is creating the external posting. For the external posting, we did not provide a posting end date. This parameter is not required for either internal or external posting.
- When the rule creation is done, we have to attach this rule to a template. In order to make this configuration go to admin center > Manage Rules in Recruiting. If you are not seeing this option under admin center, check the article 2618607, this article explains more details on the necessary permissions and configurations to access this feature.
This rule will be triggered when a job requisition is saved. The rule needs to be triggered on saving action because this is the rule triggered when approving a job req.
When finishing this configuration, once a job requisition is posted, the internal and external posting will be automatically created.
Pay attention to your business requirements and how to build your if clause. On the presented example, the rule will be triggered any time the save button is hit and if the job requisition is approved and does not have an internal or external post, it will be created. If you just replicate this configuration but you are making some changes to an approved job requisition that is not posted yet, once you hit save, the posts will be created.
If the job requisition is approved and already have internal and external postings, the rule will NOT override the existing postings.
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