Create a request template

Create reusable request configurations that help users submit consistent, compliant workforce requests

A request template is a predefined combination of procurement settings used when creating workforce requests. Request templates bring together related configuration components, such as Job Classes, Job Titles, Rate Card Classes, Rate Cards, and supplier information, into a single reusable structure.

Request templates help reduce manual setup, support consistent request creation, and promote alignment with established procurement processes.

Why it matters

• Supports consistent workforce request creation.

• Reduces manual configuration during the request process.

• Helps ensure approved procurement structures are used.

• Promotes standardization across workforce programs.

Who it's for

• Program Office users
• System Admins 

How it helps

• Create reusable request configurations.
• Associate related procurement structures.
• Streamline workforce request creation.
• Support consistent request management.

How it works

Request Templates are built on the procurement structure established through:

• Job Classes
• Job Titles
• Rate Card Classes

A Request Template can also include:

• Job descriptions
• Industry experience requirements
• Certifications
• Conditions and tests
• Skills
• Background checks
• Supplier associations
• Instructions
• Attachments

When users create requests, the template provides a predefined starting point for those configurations.

Additional considerations

• Review existing Request Templates before creating a new one.
• Use descriptive names and job descriptions.
• Periodically review supplier associations and qualification requirements.
• Determine whether the template should be available to all suppliers or only selected suppliers.

Availability and setup

• Access to Admin > Procurement is required.
• Applicable Job Classes, Job Titles, and Rate Card Classes must already exist and be active.

Before you begin

• Verify that the Job Class, Job Title, and Rate Card Class records are active.
• Determine whether the template should be generic or supplier-specific.
• Gather any job descriptions, qualifications, supplier associations, and supporting documentation required for the template.

Create a request template

1. Select Admin > Procurement. The Procurement Administration page displays.
2. From the left Navigation, expand the Procurement Geography folder.
3. Locate and expand the applicable geographic location.
4. Locate and expand the applicable Industry.
5. Select Request Templates. A Request Templates page displays.
6. Select Add New. An Add Request Template page displays.
7. Select Procurement Type ⚠️

   What this does: Associates the Request Template with a procurement type.

   Why this matters: The selected Procurement Type determines the procurement configuration used by the template.

   In simple terms: You're identifying the type of procurement process the template supports.

8. Select Job Class ⚠️

   What this does: Associates the template with a Job Class.

   Why this matters: Available options depend on selections made in preceding fields.

   In simple terms: Start at the top of the template and work down so the correct options become available.

9. Select Job Title ⚠️

   What this does: Associates the template with a specific position.

   Why this matters: The Job Title determines the position represented by the template.

10. Verify that Active is selected. ⚠️

    Why this matters: Active Request Templates are available for use during request creation.

11. Enter Job Description.

    What this does: Adds descriptive information about the position.

    Why this matters: Job descriptions help distinguish between similar Job Titles.

    In simple terms: You're providing additional context that helps users identify the correct position when creating requests.
    Best practice: Copy the Job Description from the Job Title record.

12. Optional. Configure Dress Code.

    Use the available options to identify any dress code requirements associated with the position.

     

13. Optional. Select Interview Required.

    Select this option if the position requires an interview before placement.

     

14. Optional. Select Pay for Relocation.

    What this does: Indicates whether relocation expenses may be paid for the position.

    Why this matters: This setting communicates whether relocation assistance is available for the request.

    Available values:

    • Yes
    • No

     

15. Select Rate Card Class ⚠️

    What this does: Associates the template with a Rate Card Class.

    Why this matters: Available options depend on selections made in preceding fields.

    In simple terms: The selected Rate Card Class connects the template to the appropriate rate structure.

16. Optional. Configure Industry Experience.

    Select Visible on Request if the experience requirement should appear on the request.

     

17. Optional. Configure Certifications.

    • Select Add Item to associate certifications from the available list.
    • Use Additional Certifications to enter certifications that are not available in the list.

     

18. Optional. Configure Conditions & Tests.
    • Select Add Item to associate conditions and tests from the available list.
    • Use Additional Conditions & Tests to enter requirements that are not available in the list.

     

19. Optional. Configure Skills.
    • Select Add Item to associate skills from the available list.
    • Use Additional Skills to enter skills that are not available in the list.

     

20. Select Add Item in Background Checks. ⚠️

    What this does: Associates a background check requirement with the template.

    Why this matters: Each background check requires its own configuration entry.

    In simple terms: Add a separate entry for each background check requirement.

21. Configure:
    • Request Type
    • Request Default
    • Validation Event

    Why this matters: Each associated background check requires its own Request Type, Request Default, and Validation Event settings.

22. In the Suppliers section, select Add Item.

23. Select one or more suppliers. ⚠️

    What this does: Associates suppliers with the Request Template.

    Why this matters: Supplier-specific templates are available only to suppliers associated with the template.

    In simple terms: You're deciding which suppliers can use the template.

    Use the available checkboxes or search filters to locate and select suppliers.

24. Select OK to save the supplier selections and return to the Request Template.

25. Optional. Add Instructions.

    ​Enter any instructions that should be available when the template is used.​​​​​

     

26. Optional. Add Attachments.

    Select Add Item and attach supporting files, such as:

    • Statement of Work (SOW)
    • Job descriptions
    • Other supporting documentation

27. Complete any remaining sections required by your organization's configuration.

28. Optional. Select AWR Status.

    What this does: Associates an Agency Worker Regulations (AWR) status with the Request Template.

    Available values:

    • Yes
    • No

     

29. Select OK to save and exit.

    OR

    Select Save and Add New to create additional Request Templates during the same session.

Result

The Request Template is saved and becomes available for workforce request creation within the selected Industry.

What's next

After creating a Request Template, you can:

• Associate additional suppliers.
• Update qualifications, skills, certifications, or background check requirements.
• Create workforce requests using the template.
• Continue maintaining related Job Classes, Job Titles, Rate Card Classes, and Rate Cards.