Templates

Job requisition form template with approval workflow and a filled example

On this page
  1. What a requisition has to settle
  2. The job requisition form template
  3. The short backfill version
  4. A filled example
  5. Filling in the fields that cause delays
  6. An approval workflow that does not stall
  7. Common requisition mistakes
  8. Tracking and closing requisitions
  9. Questions people ask

A job requisition form is the internal request to open a position: what the role is, why it is needed, where it sits, what it pays, and who has approved it. A good form is short enough that a hiring manager fills it in within fifteen minutes, and complete enough that the recruiter can post the role the day it is approved without going back for the pay range, location or level. Below are a full template, a short backfill version, a filled example and an approval workflow.

The requisition comes first. The hiring plan schedules how approved roles get filled, and the intake meeting defines what good looks like. If you work at an agency taking a role from a client, you need a job order instead, which carries fee and submission terms a requisition does not.

What a requisition has to settle

DecisionWhy it belongs on the requisitionWhat goes wrong without it
Reason: new or backfillNew headcount needs budget approval; a backfill may notRoles opened twice, or backfills that quietly change scope
Title and levelSets the range and the interview barA "senior" title with a mid-level range, found at offer stage
Pay rangeNeeded for the posting in many locations and for approvalPosting delayed, or a range invented by whoever writes the ad
Location and work setupDecides which laws apply and where you can recruitA remote role posted in a state the company cannot employ in
Exempt or non-exemptDecides overtime eligibilityMisclassification discovered after hire
ApprovalsRecords who agreed to spend the money"Who approved this?" three months later

The job requisition form template

Copy this into a form tool, document or your HR system's custom fields. Delete sections your company does not use.

JOB REQUISITION
Req ID: [assigned by HR/TA]      Date submitted: [date]
Submitted by: [hiring manager name, title]

1. POSITION
Job title: [title]                Level / grade: [level]
Department: [dept]                Cost center: [code]
Reports to: [name, title]         Direct reports: [number, or none]
Employment type: [full-time / part-time / temporary / contract]
Number of openings: [n]
Exempt / non-exempt (HR to confirm): [ ]

2. REASON FOR THE REQUEST
[ ] New position   [ ] Backfill   [ ] Conversion (contract to employee)
If backfill: replaces [name], last day [date]. Role changing? [yes/no, how]
Business justification (3 sentences max):
[What work needs doing, what happens if it is not filled, why now.]

3. LOCATION AND SETUP
Primary location: [site, city, state]
Setup: [on-site / hybrid, days on site / remote]
If remote, states or countries allowed: [list, confirmed by HR]
Travel: [% or none]

4. COMPENSATION (HR/comp to confirm)
Pay range for posting: [$min – $max] [per year / per hour]
Target hire point: [$]
Bonus / commission / equity: [details]
Budgeted in current plan? [yes / no — if no, finance approval required]
Relocation or sign-on: [amount or none]

5. ROLE SUMMARY
Job description attached: [yes / link]
Top 3 must-haves (to be confirmed at intake):
1. [ ]
2. [ ]
3. [ ]
Licenses, certifications or clearances required: [list or none]

6. HIRING PROCESS
Target start date: [date]
Interviewers: [names]
Internal posting first? [yes, for X days / no]
Agency use permitted? [no / yes, after date or condition]

7. APPROVALS (name, decision, date)
Hiring manager:           [ ] approved   [date]
Department head:          [ ] approved   [date]   respond by [date]
Finance (if not budgeted):[ ] approved   [date]   respond by [date]
HR / Talent acquisition:  [ ] approved   [date]   respond by [date]

8. FOR TA USE
Recruiter assigned: [name]     Posted: [date]     Status: [open/filled/cancelled]
Filled by: [name]  Offer accepted: [date]  Start: [date]

The short backfill version

For a like-for-like replacement, a long form slows down the one case that should be fast. Use this, and switch to the full form if any answer is "changing".

BACKFILL REQUISITION
Req ID: [ ]   Hiring manager: [name]   Date: [date]

Replacing: [name], [title], last day [date]
Same title, level, location and setup? [yes / changing: describe]
Current posted range: [$min – $max]   Still accurate? [yes / HR review]
Anything about the role we should change before rehiring? [ ]
Target start: [date]   Interviewers: [names]

Approved: [department head, date]   HR/TA: [name, date]

The "anything we should change" line matters more than it looks. A resignation is the one moment a manager can rebalance work across the team without a reorganization, and the question is often never asked.

A filled example

An invented request, filled in the way that gets approved on the first pass:

Req ID: OPS-0142   Submitted by: Marisol Vega, Warehouse Operations Manager

Position: Inventory Control Specialist, Level 2, Operations, cost center 4410. Reports to Marisol Vega. No direct reports. Full-time, one opening. Non-exempt (HR confirmed).

Reason: New position. Cycle count accuracy work is split across three shift leads who each spend about a day a week on it, and the audit in March found counts running two weeks behind. One specialist takes this on and the shift leads return to running their shifts.

Location: Fort Worth distribution center, fully on-site, day shift. No travel.

Compensation: $23.00–$27.00 per hour, target $25.00. Standard shift bonus not applicable. Budgeted in this year's plan: yes.

Must-haves: WMS experience with cycle counts; able to reconcile count variances in Excel; forklift certification or willing to obtain it in the first 30 days.

Process: Target start May 4. Interviewers: Marisol Vega, Dev Patel (inventory analyst). Internal posting for 7 days first. No agency.

Approvals: Department head approved April 2. HR approved April 3.

Filling in the fields that cause delays

Business justification

Three sentences: the work, the cost of not filling it, and why now. Approvers read "we need more help" as a request to argue about. They read "counts run two weeks behind and three leads lose a day a week each" as a decision with the arithmetic done.

Pay range

Settle it here, because the posting may legally need it. New York, for example, requires employers with four or more employees, and employment agencies, to disclose the compensation or a range of compensation in job advertisements, and the job description if one exists (Labor Law § 194-B). California requires employers with 15 or more employees to include a good faith pay scale in any job posting (Labor Code § 432.3). Both as of September 2026; a remote role can be covered by the rules of every place it is open to, so have HR confirm.

Exempt or non-exempt

Whether a role is exempt from overtime depends on its duties and pay, not its title. The Department of Labor's Fact Sheet #17A sets out the federal tests for executive, administrative, professional, computer and outside sales exemptions, and many states have their own, higher thresholds. The hiring manager proposes; HR decides and records it on the form.

Remote locations

List the states or countries HR has confirmed the company can employ in. A remote requisition that says only "remote" produces applicants the company cannot hire, and a posting that may carry obligations in places nobody intended.

An approval workflow that does not stall

StepApproverChecksSuggested response time
1Hiring managerComplete form, justification, must-havesSubmit within 2 business days of the need
2Department headNeed, level, priority against other requests2 business days
3Finance (only if not in budget)Funding, cost center, start date impact3 business days
4HR or talent acquisitionLevel, range, classification, locations, posting requirements2 business days
5Recruiter assignedIntake booked, posting draftedIntake within 3 business days of approval

The response times above are a starting point to agree internally, not a standard. Three rules keep requisitions moving:

  • Parallel where possible. Finance and HR can review at the same time; neither depends on the other's decision.
  • A deadline on every step. Write "respond by" dates on the form and escalate on the day after, not the week after.
  • Reject with a reason. "Not approved" without a reason creates a second, slower requisition. "Approved at Level 1, not 2" or "approved for a July start" keeps it moving.

Common requisition mistakes

MistakeConsequenceFix
Job description copied from the last hire, three years oldPosting and interviews assess the old roleUpdate the top three must-haves on the form; refine at intake
Range left blank "to see what candidates want"Posting blocked where ranges are required; offers anchored on asksRange approved on the form
Level decided by title aloneCandidates interviewed at the wrong barHR confirms level against the leveling guide before approval
Several openings on one req with different locationsTracking and posting rules become unclearOne requisition per location and setup
No status update after the role is filled or cancelledHeadcount reports wrong; ghost postings stay liveRecruiter closes the req with the outcome and date

Tracking and closing requisitions

Give every requisition an ID and keep it on everything that follows: the posting, the intake notes, interview feedback and the offer. When the role closes, record the outcome (filled, cancelled, on hold), the date, and who was hired. That single ID is what lets you answer later how long the role took, who interviewed, and why a decision was made, and it is how interview notes stay tied to the right role; see how long to keep interview notes for retention.

  • Posted date and every date the posting changed.
  • Number of applicants, screens and interviews, from your ATS or tracker.
  • Offer accepted date, start date, and days from approval to acceptance.
  • If cancelled: why, and who decided, so candidates in process are told promptly.

Questions people ask

Who should approve a job requisition?

Usually the hiring manager's leader for the need, finance for the budget, and HR or talent acquisition for the level, pay range and classification. Keep the chain as short as your controls allow and put a response deadline on each step.

Does a backfill need a full requisition?

It needs one, but a shorter one: who left and when, whether the role stays the same, and the current range. Use the backfill check to ask whether the role should change, because a resignation is the cheapest moment to redesign it.

What is the difference between a job requisition and a job order?

A requisition is an internal request to open and fund a position at your own company. A job order is what a staffing agency takes from a client: the role details, fee terms and submission rules for filling a position at someone else's company.

Should the pay range be on the requisition?

Yes. Many states and cities require a pay range in job postings, so the range must be settled before the posting goes live. Putting it on the requisition means it is approved once, by the right people, rather than guessed when the ad is written.