Create Request - Staffing/Sourced

Create a staffing request that is sent to contracted vendors. The options that are available in this workflow depend on the options enabled for your organization. To modify these options, the MSP Admin role is required. If you require this role, contact your Program Representative.
Note: When creating a request, the application automatically saves the request as a draft until it is completed and sent for sourcing.
Note: A red asterisk (*) indicates a required field.
  1. In the menu, click .
  2. Optional: If configured, select the operational unit for the staffing request.
  3. On the Create Request page, click the Staffing - Supplier Sourced tile.
    When you create a request, your name automatically is inserted as the hiring manager.

    You can remove your name and use the search field to locate and insert a different hiring manager's name for the request. The application automatically suggests names that are configured for your client organization.

  4. In the Job Details section, enter the job title.
    The application automatically suggests job titles configured in the job categories that are defined for your organization.

    You can also click Advanced to search by category.

    The search pop up allows you to search by a category. Job titles for each category can be clicked to populate the Job Title field.

    If you are self sourcing the job, that is, you know the person/people that are going to complete the work, you can fill in their information. For more information about this task, see Self Source a Position.
  5. In the Location field, enter the location where the job is performed.
    The application automatically suggests defined locations.
    Job locations are defined for your organization prior to request creation. If the job site is not a defined location, you can specify the details by a combination of country, state/province, and city. To enter this information, select the Work Completed Offsite check box, and using the drop downs, select the location details.
  6. Optional: You can modify the defined job description if you have the correct permissions. To modify the fields, click .
    If you need to replace the job description, and if enabled, you can upload a descriptor file with the new information.

    The application parses the uploaded file and replaces the skills information in the Skills section. To upload a file, click Upload New One, and select the file from your file browser. Uploading a new file automatically updates the required and additional skills for the request.

  7. Click .
  8. In the Skills section, add at least one required skill for the request.
    Enter text in the search field to locate skills. The application automatically suggests skills. After you add skills, you can drag the tiles to recategorize as necessary.
    Note: This section is disabled/removed from the request creation workflow if the Ideal Experience feature is enabled.
  9. On the Position Details page, in the Start Date field, enter the start date for the job.
    Note: This is the earliest date that a worker can enter time. This date is different from the date that the request is filled, converting it to an engagement.
    You can also click the calendar icon to open a calendar pop up that allows you to select the date.
  10. In the End Date field, enter the end date for the job.
    Note: This is the last date that a worker can enter time.
    You can also click the calendar icon to open a calendar pop up that allows you to select the date.
    Note: Worker length of stay must conform to the worker tenure setting in the client organization configuration (number of days.
  11. In the Total Number of Positions field, enter the number of workers required for the job.
    This field defaults to '1'.
  12. In the Time & Expense Approver field, enter the billing approver for the job. This is the user in your organization that approves time cards submitted by workers for the job.
    Note: Approvers require the correct permissions for this role.
  13. In the Schedule section, use Full Time or Part Time button to define the engagement as full time or part time.
  14. In the Hours Per Week field, enter the number of hours a week required by the engagement.
    If you select Part Time, enter values in the Hours Per Day and Hours Per Week fields. Optionally, you can select the required days per week from the drop down.
    The number of hours a week for a job is used to determine eligibility for a worker (overtime, thresholds, and so on) if configured for your client organization.
    If your client organization is using piece or multiple rates, the Full Time/Part time selector is disabled.
  15. Click the Add Schedule Notes link to open a text field for adding notes to the job schedule.
  16. In the Reason for Hire section, from the Reason drop down, select the hiring reason.
  17. In the Financials section, from the Currency drop down, select the currency (denomination) for the request.
    This setting determines how the financial values for the request are calculated. These values include the rates of pay for a worker, and the denomination of the values generated in reporting. The Total Estimate value at the bottom of the Financials section displays the calculated value in the selected currency.
    Note: Changing this value from one currency to another does not recalculate any financial values previously entered.
  18. In the Bill Rate field, enter the job bill rate. If configured for staffing requests, you can optionally enter a value in the Pay Rate field.
    Note: If your client organization disables the Bill Rate field, you can only enter a value in the Pay Rate field.
    These fields are dependant on each other and automatically calculate based on the fees and markup configured for your organization. If visible for staffing requests, you enter a value in one field, the other is automatically populated by the application.
    If you have the Market Rate Module activated, the market low rate, the proposed rate, and the market high rate is displayed. This can be either the bill rate for the job title, or the pay rate for the job title, depending on the module configuration.

    For more information about the Market Rate Module, contact your Program Representative.
  19. Optional: If enabled, you can click Show Advanced Calculations to input values to further calculate the bill rate.
    These fields are used to calculate any additional funding and include that funding for approval. For more information about these fields, see Advanced Calculation Fields.
  20. In the Select Department section, from the Department drop down, select the department for the engagement.
    Only departments that are assigned to you are available for selection.
  21. Click .
  22. In the Sourcing section (Supplier tab), you can view configured suppliers for the request.
    If enabled, you can select the suppliers to notify by selecting the check box in the Supplier column for the supplier. You can additionally filter the table by selecting the Show Only Selected Suppliers.
    If enabled, you can add a supplier by clicking Request Supplier Not Shown. This action opens a configuration panel to add the supplier's contact information (Name and Email fields).

    You can add request additional suppliers by clicking .

  23. Click .
  24. If configured, enter additional information on the Additional Information page. This page might be disabled by an administrator.
    You can upload files to a request based on business need. Files can also be hidden from suppliers/vendors in the Supplier view. Select the Visible to Supplier Users check box to make the document visible. If your client organization is not configured to share documents with suppliers, this option is disabled by default and cannot be edited.

    Your organization might restrict entry in this field to only names in your client organization.

  25. Review the request information and edit if required.
  26. Click .