Req Notes - Cyber Recruiter

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Req Notes

This report pulls all requisitions in the system based on your filtering criteria so that you can review the notes. This is a great way to make sure notes are complete, actions that had follow-up dates took the additional steps needed and it is documented in the notes. Additionally, it is a good way to review what is getting written in to the system so that if additional training or standard operating procedures need to be visited they can be.

Filter Options:

Requisition Date Range: Enter the date range for comparison against a date from the Main page of the Requisitions
1. The dates entered are compared to the specific field based on the option selected for "Based On"
Sort by:
1. Code: Requisition Code
2. Description: Pulls from the Requisition File > Main Page > General Tab > Title field
3. Open Date: Pulls from the Requisition File > Main Page > General Tab > Open Date field
4. Date Requested: Pulls from the Requisition File > Main Page > General Tab > Requested Date field
Based on:
1. Close Date: Pulls from the Requisition File > Main Page > General Tab > “Close/Fill Date” field. (Note: This field’s title/caption is user defined via Admin > Page Builder > Requisitions > Miscellaneous > Fill Date. Check to see what caption your organization has given this field to display within Cyber Recruiter)
2. Open Date: Pulls from the Requisition File > Main Page > General Tab > Open Date field.
3. Date Requested: Pulls from the Requisition File > Main Page > General Tab > Requested Date field.
4. Approval Date: Pulls from the Requisition File > Approvals page > Last Approver’s Approval Date field.
Req Status(es): Pulls from the Requisition File > Main Page > General Tab > Status field.
Recruiter(s): Pulls from the Requisition File > Main Page > General Tab > Recruiter field.
Organization Level Title (Example: Location, Department, Division): Pulls from the Requisition File > Main Page > Job Info tab.
1. If dependencies are set up for the organizational structure under System Setup, selecting an option for a 'master' record (higher on the dependency chart) will reduce the number of options on the 'subordinate' record. For example, if 'Locations' are dependent on 'Departments', when usin the Organizational Filters, selecting a 'Department' will reduce the number of 'Locations' available for selection.
2. The dependencies are not enforced until the first option is selected. For example, if 'Locations' are dependent on 'Departments' and 'Divisions' are independent of both then you could have a Location which is associated with a Division were there are two different departments. If you need a report based on a the Division and a Locations, then DO NOT select a Department in the filter option. Selecting a Department may exclude the record because the Department/Division combination is not met.
Advanced Criteria: This section allows for other fields of the Requisition file to be used to filter the results.

Report Results:

Grouped by Requisition Code: Requisition Description: (Requisition File > Main Page > General Tab> Banner)

Column 1: Note Date: (Requisition File > Notes page > Note Date field)
Column 2: Note Type: (Requisition File > Notes page > Note Type field)
Column 3: Untitled (Note Text): (Requisition File > Notes page > Note field)

This report has an additional filter option which is part of the preview page. After selecting the default filter options, preview the page and at the top of the report display will be another filter option where the notes records from the Requisition > Notes page can be filtered by the date of the note record. Enter in a date and press Preview to refresh the report.