Offer Approval Set Up

Offer Approvals allow you to require approval from one or more people before an offer is sent to a candidate.  You can create offer approval groups that can be selected when setting up offer templates.  Please see Offer Template Set Up for additional information about setting up offer templates.

Accessing Offer Approval Set Up

1. Click the gear ⚙️ in the left sidebar.
2. Hover over Recruiting Preferences.
3. Click Approvals.
4. Scroll to the Offer Approval section.

Offer Approval Requirement Settings

It is a best practice to send offers through an approval workflow.  However, we do provide the option for approval to note be required. 

In the Offer Approval section, select one of the following options:

• Approval isn't required to send offers: If this option is selected, offers will not be required to go through approval workflow before being sent. 
• Approval is required to send offers: Select this option to require offers to go through approval workflow.  When this option is selected, you will be able to add and manage approval flows.

Creating Offer Approval Flows

1. Click the +Approval Flow button at the bottom of the Offer Approvals section.  You can duplicate an existing approval flow by clicking the copy button .
2. Enter a name for the approval group in the Name field.
3. Select an option:

• Any company Admin may approve: Select this option to allow any administrator to approve the offer.  Note: You will only need one instance of an approval group configured with this setting. 
• Ordered list (chain) of approvers: Select this option to designate one or more users to review and approve the offer before it's sent. Follow the steps below to select and manage approvers.

1. In the Add approvers by name or email... field, begin typing a name or email.  The field displays matches.  Click the correct user or email to make a selection.  Repeat this process for each approver you would like to add.
2. The order of approvers in the approval group set up will be the order of the approval workflow.  The first approver must approve the offer before it goes to the second approver and so on. Approvers are displayed in the order in which you added them. You can reorder the approver list by clicking on the user and dragging that user to another spot on the list.  
3. To delete an approver from the list, click the remove button x.

4. Click Save Changes.

Selecting the Default Approval Flow

Select the make default button  on an approval flow to make that flow the default.