Classic form

Staff requisition form for a new role or a backfill

A staff requisition form asks approval to hire before a job ad goes out: which role, why it is needed, what it will cost and who signs off. This one separates a new position from a backfill, asks who is leaving when it is a backfill, and requires the position description as a PDF.

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Top of the staff requisition form for a new role or a backfill example
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Staff requisition

Cartwell Packaging, People and Culture. Raise a requisition before advertising any role, permanent or temporary. HR will not post a job ad or brief an agency until the requisition is approved.

The role

The current position description, PDF only, one file up to 10 MB.

Every field, and what it collects

The complete field list, in the order respondents meet it.

Hiring managerShort textRequired
DepartmentDropdownRequired
Options: Production · Warehouse and dispatch · Maintenance · Quality · Sales · Finance · People and Culture

The role

Role titleShort textRequired
ReasonSingle choiceRequired
Options: New position · Backfill of a leaver
If a backfill, who is leaving and when?Short text
Employment typeSingle choiceRequired
Options: Permanent full time · Permanent part time · Fixed term · Casual
Salary bandDropdownRequired
Options: Band 1, operator · Band 2, senior operator · Band 3, supervisor · Band 4, specialist · Band 5, manager
Start needed byDateRequired
Why is this role needed?Long textRequired
Position descriptionFile uploadRequired
The current position description, PDF only, one file up to 10 MB.
ApproverDropdownRequired
Options: Operations director · Commercial director · Chief financial officer

What each field on this form collects

Hiring manager and department open the form. Role title follows. Reason is a radio of new position or backfill, beside an optional short text for who is leaving and when. Employment type is a two column radio of four. Salary band, from operator to manager, sits beside the start needed date. Why is this role needed is a required long text with a placeholder that asks about the budget. The position description is a required PDF upload, and the approver is a dropdown of three directors. Ten of the eleven fields are required.

New position or backfill

A backfill replaces someone already in the budget, so it is usually approved quickly. A new position adds cost, so it needs a stronger case. Asking the reason first tells the approver which kind of decision this is. The follow up field asks who is leaving and when, which lets HR plan the handover and check the leaver's last day. It is optional because new positions leave it blank. The justification placeholder then asks whether the budget already includes the role, the question every approver asks first.

Why the position description is required

HR writes the advert, sets the salary band and briefs the interview panel from the position description. A requisition without one stalls while HR chases it. Making the upload required, PDF only, means the current description arrives with the request. Workforce planning guidance from the CIPD treats each vacancy as a chance to ask whether the role should change, and the description is where that change gets written down.

How to adapt this form

A hospital adds the cost centre and the registration the role needs. A retailer hiring seasonal staff adds a headcount number and an end date. A small business with one approver removes the approver dropdown and sends the email alert straight to the owner.

What makes this form work

Backfill asks who is leaving

The optional field beside the reason radio names the leaver and their last day. HR can plan an overlap before the knowledge walks out the door.

The budget question is in the placeholder

The justification placeholder asks whether the budget includes the role. Managers answer the approver's first question before it is asked.

No requisition without a description

The required PDF upload means HR has the current position description from the start and can write the advert straight away.

Questions people ask

What is the difference between a staff requisition and a job ad?

A requisition is the internal approval to hire, raised by the manager. The job ad comes after, written by HR from the approved requisition and the position description. The intro says HR will not post an ad or brief an agency until the requisition is approved, which keeps hiring inside the budget.

Should a backfill need approval at all?

Many companies say yes, because a vacancy is the cheapest moment to change a role. The approver may decide the work can be shared, the role should be part time, or the band should change. Backfills are usually approved faster, and the reason radio lets the approver see that straight away.

Why ask for a salary band rather than a salary?

Bands keep pay consistent across the company, and the exact salary is set at offer stage. The manager picks the band that matches the role, and HR checks it against the position description. A request for a higher band than the description supports is a conversation, not a rejection.

Can a manager request several hires on one form?

This form covers one role. Three identical operator roles could share a form if the manager says so in the justification, but different roles need separate requisitions because each has its own description and band. A company that hires in volume can add a number of positions field.

Who sees the requisition after it is submitted?

The form owner, usually HR, sees every response and can export them. The owner can turn on an email alert to one address, such as the HR inbox, so each requisition arrives with all its answers. HR then sends it to the approver chosen in the dropdown.

How long should a staff requisition take to approve?

A backfill inside budget can be approved in a day or two; a new position often waits for a monthly review. The start needed by date tells HR how urgent it is, and a short lead time is the most common reason roles are filled late. Raising the requisition as soon as a resignation lands buys the most time.

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Sources

Written and checked by the OneCraft team. Last checked .