Applicant Tracking

Approve a client requisition

Review a requisition a client submitted and approve it to open the job order and start the pipeline.

CoreScout moduleJob ordersFor recruiters & desk leads~5 min

What it is

A requisition is a request to fill a role that a client (or a hiring manager) has submitted but that isn’t yet a live order. It sits as a draft until someone on your desk reviews it and approves it — at which point it becomes an open job order and sourcing can begin.

This gate matters because it keeps your pipeline honest. You confirm the role, the numbers and the requirements are workable before the desk spends effort on it, and the client gets a clear signal their request has been accepted and is moving.

When to use it

  • A client submitted a requisition that needs your sign-off
  • You’re clearing the draft queue at the start of the day
  • You want to confirm a role is workable before sourcing against it
  • A hiring manager raised a request you need to turn into a live order

How it works

Step by step.

Applicant Tracking in Hexis — Fill roles faster, with the right people.
Applicant Tracking in Hexis — Fill roles faster, with the right people.
  1. 1

    Open the requisitions register

    Draft requisitions waiting on you sit at the top; the orders you’re already filling sit below. Work the drafts first.

  2. 2

    Read the request

    Check the client, the role title, the number of positions and any notes. Make sure the brief is something the desk can deliver.

  3. 3

    Confirm the details hold up

    If the role, terms or numbers need a tweak, sort that with the client before you approve so the order opens clean.

  4. 4

    Approve the requisition

    Approving turns the draft into an open job order and triggers the sourcing pipeline behind it.

  5. 5

    Pick up the new order

    The order now appears in the active list. Open it to start shortlisting, or compose an ad to distribute it.

Worked example

Follow it through.

The scenario

Brightwater Health submitted a requisition for two care workers at Riverside Plaza.

  1. 1 Open the requisitions register; the Brightwater Health draft sits at the top, marked "Awaiting approval".
  2. 2 Read it: 2 Care Worker positions, Riverside Plaza, starting Mon 16 Jun.
  3. 3 The numbers and terms look right, so no client call needed.
  4. 4 Click Approve.
  5. 5 The draft moves down into the active orders as "Open · 0 of 2 filled".

The result

Brightwater’s requisition is now a live job order, the client sees it accepted, and your desk can start sourcing care workers for Riverside Plaza.

Tips & notes

Good to know.

  • The queue is live — new client requisitions appear without a refresh, so you can work it as a running list.
  • If a requisition shouldn’t proceed, talk to the client before approving rather than opening an order you’ll have to close.
  • Approving is the one action that unblocks the pipeline; nothing sources against a draft.
  • The collaboration console shows the same drafts framed for a multi-stakeholder workflow — use whichever view suits the role.

When you’re done

An approved requisition that has become a live, sourceable job order.

Ready to try it?

Every task here is a guided flow inside Hexis — the assistant walks you through it on your real data, with a person always on the call that matters.