To create a requisition:
Open the Agency requisitions page from the side bar menu.
Click the Create button at the top right of the page.
On the Create requisition page, fill out the required details:
Requisition name* – e.g., Cover for Biology teacher.
School* – select the relevant school from the dropdown.
Role* – choose the position (e.g., Teacher, TA, Support Staff).
Year groups, Subject could be required fields based on selected Role
Dates & Times* – select the start and end date. You can also add start and end times.
Tick Flexible date if exact dates aren’t fixed.
Gross Pay* – set a rate or leave as Negotiable.
Description – provide any extra details or specific requirements.
Click on Create button once finished
Once created, you’ll be taken to the requisition details page. Here you can see:
School and location
Dates and times
Reference number (auto-generated)
Job name and role
Year groups / subject (if provided)
How to Invite/Offer/Assign workers to requisitions
'Matched candidates'
Matched candidates will appear automatically based on the role and requirements.
For each candidate, you can:
View their profile
Invite them to apply
Offer to Worker to send an offer directly
Assign them straight to the requisition
'Invite' Candidates from your CRM to a job
If no candidates are matched automatically, you can manually search for and invite candidates via Add from CRM.
In the CRM view, you can:
Search by name or email.
Switch between Card view and List view.
Review candidate details such as roles, subjects, year groups.
Choose one of the following actions:
Invite – send an invitation to apply.
Offer – make a direct offer to the worker.
Assign – place them straight into the requisition.
Please note:
Unapproved workers can only be assigned directly.
Unavailable workers cannot be invited, offered, or assigned.
'Invite' candidates to a job
Sends a notification to the candidate
The candidate can apply to show interest in the role.
A consultant must review the application and then either make an offer or assign the candidate directly afterwards.
You are able to bulk invite many candidates at once.
'Offer' a candidate a job
Sends a proposal directly to the candidate including the day rate.
In the pop up window you need to set Gross pay and Agency margin.
Employer on-costs and other fees will be calculated automatically (based on PAYE settings)
The candidate can respond to the Offer (accept or decline).
Once the candidate accepts and Offer, the requisition is booked.
'Assign' a candidate to a job
Creates a direct booking with the worker.
No confirmation or action is required from the candidates's side.
The requisition is booked immediately.
Filled requisition
When a requisition is successfully booked, the assigned worker will appear at the top of the Requisition Details page under Booked Candidate.
You will see the worker’s name and role.
A Financial Summary displays Daily rate summary. See detailed pay and margin information by clicking on the Show rate breakdown button.
By clicking View Profile, you can access the worker’s full details, including compliance checks (if these have been added to the system).