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People template

Job opening request workflow template

Ask for a new position, have HR define the package and get it approved before hiring starts.

4 steps 19 fields
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Free for 14 days. No credit card. You can change every step and field.

How it runs, step by step

The process reads from top to bottom. Each step goes to its owner with a deadline, and everything that happens is recorded in the request's timeline.

  1. Request

    Whoever starts the request

    Describe the position you need.

    7 fields in the request form
    • Job title * Text
    • Department * Text
    • Number of positions * Number
    • Reason *New position, Replacement Choice
    • Who is being replaced * Text · when needed
    • Main responsibilities * Long text
    • Requirements * Long text

  2. Package and budget

    A person or team you choose

    HR defines the contract, the salary range and checks the budget.

    Due in 3 days (business time)
    6 fields
    • Contract type *Employee, Contractor, Intern, Temporary Choice
    • Work model *On-site, Hybrid, Remote Choice
    • Salary from * Amount
    • Salary up to * Amount
    • Maximum monthly impactSalaries only, without charges and benefits Calculated
    • Is it in the budget? *Yes, No Choice

  3. Director approval

    A person or team you choose

    The director approves the opening.

    Approval: Approvers you choose Due in 3 days (business time)
    2 fields
    • Priority *Low, Normal, High Choice
    • Notes Long text

  4. Publish the job

    A person or team you choose

    HR publishes the job and starts the selection.

    Due in 3 days (business time)
    4 fields
    • Job posting link * Link
    • ChannelsLinkedIn, Job boards, Company website, Internal referral, Recruitment agency Multiple choice
    • Recruiter in charge Text
    • Target hiring date Date

Make it yours

  • Rename and reorder steps and add the fields your team actually needs. Totals and formulas are calculated as people type.
  • Choose who does each step: a person, a team, the requester's manager, or someone picked earlier in the form.
  • Set the approvals, including approval limits by amount, and let approvers decide straight from their email.
  • Add deadlines and reminders, counted in business hours if you want, and escalate late steps.

Guides on this process

More people templates

Employee onboarding

Get a new hire ready: paperwork, equipment, accesses and a proper first day.

New hire → Paperwork → Equipment and accesses → First day → 30-day check-in

Employee offboarding

Handle a departure without loose ends: handover, accesses, equipment and termination paperwork.

Departure notice → Handover → Accesses and equipment → Termination paperwork

Vacation request

Pick your dates, get your manager's approval and let HR take care of the rest.

Request → Manager approval → HR records → Sign the notice

Start from this template

Copy it into your workspace, invite the people involved by email, and send the first request today. One plan with every feature, from $49 a month for 5 users.

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