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Raising, Approving and Posting an ATR

Using ATR? Learn how to raise, approve and post an ATR

Sadie Malkin avatar
Written by Sadie Malkin
Updated over 3 months ago

ATR (Authority to Recruit) in Talos allows roles to be approved by certain approvers before this is posted as a live job on the system.

This allows some control on which jobs are posted on the system for candidates to apply for, as well as roles to be reviewed.

Note: you will need the ATR feature setup and process created on the system to raise ATR's.

You can learn how to create your ATR processes by using our ATR Builder guide.

Raising an ATR

To raise an ATR, you will need to access the ATR Dashboard screen and then click on the 'New Request' button:

This will show you the 'New ATR Request' modal, which you can complete to raise your new ATR.

Note: if you have multiple ATR Forms set up, you will be required to select a form from the dropdown. If you only have one ATR Form set up, this will automatically load in the request modal.

Complete any mandatory fields on the first three tabs - Vacancy Details, Reason for Recruitment and Documents - and then click 'Next' on the Documents tab to proceed to the next stage:

Any mandatory fields which have not been completed will be highlighted when you click on 'Next' on the Documents tab as well as which tab the fields need to be completed in:

Once you have completed all mandatory fields and any additional information, the 'Process Selection' tab will appear, which will allow you to choose which ATR process your ATR should follow:

Once a process has been selected, click on 'Next' and this will load the 'Approver Selection' tab, where you can review the approvers for each stage of the ATR process.

Note: if the option for raisers to select the approver is enabled, this tab will allow you to select the approvers at this stage.

Once you are happy with the ATR, click on 'Submit' at the bottom of the 'Approver Selection' tab to raise your new ATR, which will be sent to the first approver(s) to review.

Approving an ATR

If you have an ATR in your 'Awaiting my Approval' section of your ATR Dashboard, you can approve or Reject this by clicking on 'Actions' against the ATR and selecting the relevant option:

When selecting either 'Approve' or 'Reject' this will also give you the option to review the ATR detail in full:

Selecting to approve the ATR will process this to the next stage, and show you the approvers of the next stage:

Rejecting an ATR will close the ATR request and inform the raiser of the ATR why the ATR was rejecting, using the note that has been left when rejecting the ATR:

Posting an ATR

If an ATR has been fully approved this will be sent to the posters of the ATR request where they will be able to convert the ATR into a live job post.

In the 'Post Vacancy' tab, click on 'Actions' and then 'Post' to be sent to the Posting screens to post the role:

Note: you can learn how to post roles on the ATS by following our Posting a job guide.

You can also click on 'View' to view the details including who raised the ATR, the audit trail and any additional information relating to the ATR:

Once a vacancy has been posted via ATR, you will be able to view the form from the candidate screen on the relevant vacancy:

From here, any users that have the relevant role or permission will be able to edit the details completed at the point of raising an ATR request.

FAQ

Can I duplicate an ATR request?

Yes, you are able to duplicate an ATR request. Find the ATR you would like to duplicate in the Dashboard, click on 'Actions' and then 'Duplicate':

This will pre-populate the details of the duplicated ATR into the new ATR request, along with any documents that had been uploaded.

From here, you can change the answers to any questions. If you have multiple ATR forms set up, the duplicate will be created with the form originally used.

Can I save my ATR as a draft?

ATRs can be saved as a draft at any stage when creating your new request. On the 'New ATR Request' screen, click on the 'Save as Draft' to save your request as a draft.

The request will be saved with a 'Draft' status which can be continued at a later time by clicking on 'Actions' next the request and clicking on 'Continue':

Can I reject an ATR at the Posting stage?

Yes, however this is dependent on user permissions. The user will need to have 'Can Override all ATR Processes' against their user account to reject ATRs at the posting stage.

Click 'Actions' next to the required ATR and click on 'Override & Reject' from the available options which will reject the ATR.

This can be used to remove ATR Requests from your dashboard, that no longer need to be posted as a live vacancy.

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