DATE:
AUTHOR:
The Eightfold team
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    Talent Acquisition Talent Tracking

    Autofill intake form fields from hiring manager details

    DATE:
    AUTHOR: The Eightfold team
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      This new feature automates the population of organizational details when creating a new position. It significantly speeds up the requisition process and ensures consistency across your organization by automatically filling fields like division, department, and more, based on the selected hiring manager's (or any user defined in ‘Autofill Org Details Source Field’) associated organizational data. This intelligent pre-filling reduces manual data entry and allows your team to focus on finding the best talent.

      Users

      Recruiters, Customer Admins

      Requirements

      • Your organization type (for example, 'Department') should contain the user role you wish to associate with organizational data, such as 'Hiring Manager'.

      • The created organizational units (org units) must follow your organizational hierarchy.

      • For relevant org units, roles like 'Hiring Manager' must be populated with appropriate user emails.

      • This feature is available only for Talent Tracking.

      Needs addressed

      • Currently, users initiating requisitions (Hiring Managers, Recruiters, Recruiting Admins) often have to manually add repetitive organizational details for each new requisition. This process is time-consuming and prone to errors.

      • This feature addresses this issue by automatically filling in organizational hierarchy fields in the Position Intake Form based on a selected user's organizational unit.

      • With this feature, customers may notice:

        • Improved efficiency of requisition creators

        • Improved accuracy of information on the requisition intake form

      • You can also configure the field used to autofil organization details in the intake form. Navigate to Admin Console > Talent Tracking > Settings > Configuration > Miscellaneous and enter the relevant role for Autofill Org Details Source Field.

      Impact on existing workflows

      • The form doesn’t attempt to autofill until a Hiring Manager is provided.

      • If the Hiring Manager has no associated org units, no autofill occurs.

      • If a Hiring Manager is associated with multiple org units, the system doesn’t automatically autofill the details. Instead, it allows the user to select the exact organizational unit from a dropdown.

      • If a Hiring Manager's associated hierarchy is incomplete, the feature fills in what's available and skips other fields.

      Initial setup

      This feature will be available to customers by default. Customers don't need to do anything to see this change in their Eightfold environment by the sandbox and GA dates.

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