Configure Requirements

Overview

This playbook covers how to configure the requirements for a Position in Leadline, either by writing them yourself or by using Rover to generate them.

→ See 111 - Positions for full product knowledge on Positions and Position fields.

→ See [[115 - Rover_AI]] for full product knowledge on Rover.

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How Do You Configure Requirements?

There are three ways to configure requirements. Choose the method based on whether you already have requirements written and whether the Position is new or existing.

Method 1: Write Them Yourself

Best for: Using requirements you have already defined, such as required certifications or licenses for the role.

1. Click Positions in the Global Navigation.
2. Click the Position you want to update.
3. Click Edit Position.
4. On the Position Details tab, enter each requirement in the Requirements text field.

Each line you enter displays as a bullet point.

→ See 407 - Publish-Draft-Changes for instructions on publishing this change, or 408 - Discard-Draft-Changes to discard it.

Method 2: Use Ask Rover on an Existing Position

Best for: Drafting requirements for a Position that already exists, when you do not have them written.

1. Click Positions in the Global Navigation.
2. Click the Position you want to update.
3. Click Edit Position.
4. On the Position Details tab, click in the Requirements text field.
5. On the Rover tab, click Ask Rover.
6. Review the suggestion Rover generates. To see a different version, click Generate Another, then use the arrows next to the suggestion number to switch between suggestions.
7. Click Use Suggestion.

Note: Use Suggestion replaces any requirements already in the field. You can still edit the requirements afterward using Method 1.

→ See 407 - Publish-Draft-Changes for instructions on publishing this change, or 408 - Discard-Draft-Changes to discard it.

Method 3: Use Ask Rover When Creating a Position

Best for: New Positions, since Rover generates the requirements, job description, and salary information all at once.

→ See 401 - Create-Position for instructions on creating a Position with Ask Rover.

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Related Topics

111 - Positions — Full product knowledge on Positions
[[115 - Rover_AI]] — Full product knowledge on Rover
401 - Create-Position — Instructions for creating a Position, including with Ask Rover
407 - Publish-Draft-Changes — Instructions for publishing draft changes to a Position
408 - Discard-Draft-Changes — Instructions for discarding draft changes to a Position