Concept: Requisition Templates
Requisition templates are a collection of goods and services that make the requisition
process simpler, faster, and more manageable. The
Create Requisition
Template
task enables you to:- Create a requisition from a template.
- Acquire goods and services for new workers.
- Control access to private, shared, and public templates.
Use the
Create Requisition Template
(or Create Shared
Requisition Template
) task.You can use the
Mass Maintain Requisition Templates
task to add,
remove, or update goods lines across multiple requisition templates.You can't include punchout items in templates or requisition copies. Workers must add
punchout items to their final requisitions manually to get the most up-to-date items and
prices.
Create a Requisition from a Template
Requisition templates make the requisition process fast and simple. When a worker creates a
requisition and selects a template, the template automatically populates the requisition.
The worker then has a requisition that's equivalent to one created from scratch. You can
edit the requisition if necessary, such as updating obsolete prices.
To see a list, use the
Requisitions Templates
report.When you create templates and copies of
requisitions, Workday doesn't update the prices in the original requisition to match
supplier price changes. Workday recommends that you remind users to update prices before
using requisitions made from templates or copied from older requisitions.
Acquire Goods and Services for New Workers
When you hire new workers, you provide them with a standard set of
items. Example: A new laptop and monitor. You can gather all those required goods in a
requisition template and associate the template with a job profile. When you hire a worker
into that job profile, Workday automatically notifies the HR Partner to create a requisition
for the worker. Workday already specifies all the information in the template. The HR
Partner can simply submit the already populated requisition. You can also edit the
requisition if necessary.