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Creating a recruitment in Insight is about to get a lot easier with Guided Recruitment Setup! If you’ve ever created a recruitment in Insight you know the process involves multiple steps and requires users to go to several different areas within the system in order to create all the necessary elements such as a requisition, exam plan, job posting, and supplemental questions. This tends to present challenges sometimes, especially for newer users because if you miss a step or do something out of order, it can lead to issues downstream. 


This enhancement adds the requisition to the existing workflow/setup wizard that was introduced with the New Auto-Screening feature as the first step to give us a complete workflow. Creating a recruitment will be as easy as clicking a button from the Insight dashboard and following the steps. By the time you complete the workflow, you’ll have created all the basic elements of recruitment from a single workflow. We’re confident that this is going to make the process of setting up recruitment much easier and will help newer users get up and running faster and eliminate some of the more common mistakes.



Guided Recruitment Setup takes you step-by-step, making the process simple and intuitive.


  • Requisition: Easily create a new requisition or associate an existing one.

  • Automatic Authorization: Requisition status will be changed to open automatically and assigned to the HR user performing the action.

  • Job Posting: Your job posting will be automatically associated with your exam plan and requisition.

  • Supplemental Questions: Add optional job-specific questions.

  • Auto-Screening: Seamlessly configure your screening criteria and Supplemental Questionnaire evaluation step.

Guided Recruitment Setup is in UAT now and ready for you to try! Log in to your UAT account and click on the Post a Job button to get started. Your feedback is invaluable in ensuring this feature is ready to be released to production during the Fall 2023 Enhancement Release next month. Please feel free to share your thoughts, suggestions, or any issues you encounter by completing the survey. You can also complete this survey by selecting Send Feedback on the Insight header menu in UAT. 



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