Purpose

The Linked Requisitions feature in Talent Tracking allows your team to establish relationships between different requisitions. This is primarily used to manage Evergreen (Parent) positions and link specific Child positions to them.

By linking requisitions, you streamline the view of your hiring pipeline and make it easier to move candidates between a general Evergreen pool and specific open roles.

Audience

Recruiter, Admin, TA Ops, BI Analyst

Key Capabilities

• Hierarchical Linking: Designate a requisition as an "Evergreen" parent and link multiple child requisitions to it.
  
• Enhanced Visibility: Quickly see which specific roles are tied to an Evergreen requisition directly from the pipeline view.
  
• Streamlined Candidate Movement: When moving candidates, linked requisitions are highlighted as priority destinations, though you retain the flexibility to move candidates to any position.

Configuration Guide: Setting up Linked Requisitions

Phase 1: Configuring the Intake Form Template

To allow recruiters to link requisitions, you must add specific fields to your Requisition Intake Form Template.

1. Add the "Requisition Type" Field

Ensure the standard Requisition Type field is present in the template. This field is the "trigger" that determines which linking options appear. Read Configure Requisition Templates for steps to creating a template and adding fields and variables.

• Field Name: Requisition Type
  
• Required Value: You must have an option value labeled "Evergreen" available in this dropdown.

2. Add the Linking Variables

You need to add two specific fields to the template. These fields will remain hidden until the correct Requisition Type is selected.

Field A: For Child Requisitions

• Field Name: Parent Evergreen Requisition
  
• Field Type: Single Picklist
  
• Purpose: Allows a standard requisition to search for and attach itself to one Evergreen parent.

Field B: For Evergreen Requisitions

• Field Name: Linked Requisitions
  
• Field Type: Multi-Picklist
  
• Purpose: Allows an Evergreen requisition to search for and attach multiple Child requisitions.

Setting Conditional Visibility

To enable linking, specific fields must be added to your Requisition Intake Form Template.

1. Add the "Requisition Type" Field

The Requisition Type field acts as the "trigger" for linking logic.

• Field Name: Requisition Type
• Required Value: You must include a dropdown option labeled exactly "Evergreen".

2. Configure Interdependent Variables

To ensure a clean user experience, use Conditional/Interdependent Dropdowns .

• Field A (Child View): Allows a standard requisition to search for and attach itself to one Evergreen parent.
• Field B (Evergreen View): Allows an Evergreen requisition to search for and attach multiple Child requisitions.

  3. Adding the Evergreen Filter to the Positions Homepage

  To help recruiters quickly find Evergreen positions, you can add a dedicated filter to the Positions Homepage.

  1. Navigate to Admin Console > Talent Tracking > Position > Settings > Positions Home > Advanced.
     
  2. Configure the filter settings:
     
     • Go to positions_home_config
       
     • Add the first entry under filter_to_fq_data_map
       
     • Add the second entry under custom_filters
       
  3. Once configured, the Evergreen filter will appear on the Positions Homepage.

  

  Phase 2: How it Appears During Creation (User Experience)

  Once the template is configured as above, here is how the fields will behave dynamically when a recruiter creates a new requisition.

  Creating an Evergreen (Parent) Requisition

  1. The Recruiter opens the Intake Form.
     
  2. In the Requisition Type dropdown, they select "Evergreen".
     
  3. System Action:
     
     • The Parent Evergreen Requisition field remains hidden.
       
     • The Linked Requisitions field appears.
       
  4. The recruiter searches for existing child requisitions in this field and selects multiple to link them immediately.

  Creating a Standard (Child) Requisition

  1. The Recruiter opens the Intake Form.
     
  2. In the Requisition Type dropdown, they select any value other than Evergreen (e.g., "Standard," "Replacement," "New Headcount").
     
  3. System Action:
     
     • The Linked Requisitions field remains hidden.
       
     • The Parent Evergreen Requisition field appears.
       
  4. The recruiter searches for the specific Evergreen requisition this role belongs to and selects it.

  Position Pipeline page

  Once the requisitions are created and linked, recruiters can view these relationships directly on the Position Pipeline page. A specific label will appear on the position card to indicate that it is an Evergreen requisition.

  

  To see exactly which requisitions are linked to the current position , locate the specific position in the pipeline and click the Info (i) icon located next to the position name. In the Position Info Menu, you can find the Parent Evergreen Requisition or any Linked Requisitions by scrolling to the details section.

  To enable this, go to Admin Console > Talent Tracking > Pipeline > Pipeline overview > Advanced > Schema > position_overview_config and set overview_panel_configs.show_linked_requisition_details_card to true.

  Moving Candidates Between Linked Requisitions

  Candidates can be moved between positions using the "Move to another pipeline" (go to Admin Console > Talent Tracking > Pipeline > Pipeline & Workflow > Action Buttons,  add "Move to another pipeline" for needed Stages) pipeline action. When moving a candidate, the system displays whether a destination position is linked to the current one, making it easy to identify related roles. However, the system does not restrict movement—recruiters can move candidates to any position, linked or not.

  When a candidate is moved, a copy of the application is created on the destination requisition.

  

  Editing Linked Requisitions

  Linked requisitions can only be edited through the Intake Form. To add, remove, or update linked requisitions:

  1. Navigate to the position.
     
  2. Click Edit Position.
     
  3. Make the necessary changes to the Parent Evergreen Requisition or Linked Requisitions fields.
     
  4. Save your changes.

  

  Note:

  1. Linked positions cannot be deleted until unlinked.
     
  2. Requisition type is locked if a parent/child link exists; must clear the field to change type.