Set up offer approvals
- SmartRecruit
Admins can set up a single company-wide approval process for all offers, or different approvals for offers on specific jobs, brands, and more.
Introduction
Create new approval set
To create a new approval process, navigate to Settings / Admin and click Offer Approvals in the Configuration list.
On the Offer Approvals page, click New Chain.
Give the chain a name.
Select values for your active Org fields to assign the chain to jobs:
- To set up a global chain that applies to offers for all jobs, just leave All for each field in the list.
- To set up a chain that applies to offers on only some jobs, choose one or more values for each Org Field.
Set approval chain
Approval chains come in four types:
- Per-job chain allow job creators like Hiring Managers and Recruiters the ability to set choose approvers for each offer.
- Parallel chain allow administrators to designate a pool of approvers ahead of time.
- Sequential chain allow administrators to designate a strict sequence of approvers.
- Integration chain allows administrator to designate that an approval process will be managed by an integration.
Per-job chain
To allow the job creator to designate approvers on a job-by-job basis when creating the job, don't click Pre-set an approval chain. Just click Save.
Offer creators will then choose their own approvers from the Offer tab on the candidate's profile.
Parallel chain
Sequential chain
Integration chain
With the introduction of 'system user', API credentials are now associated with this role. We have extended the approval API capability so that it can retrieve approvals which belong to the system user, and supports customers who wish to build an approval integration.
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Admins configuring offer approval templates can choose an integration as the initial approver via Settings/Admin>Offer Approvals.
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The integration returns a list of approvers using business rules from another system such as a Human Resource Information System (HRIS).
If the wrong app is selected from the pulldown list, then the approval chain will be created with only this integration user assigned. Since the integration will not populate the approval chain, the job or offer approval will start, but cannot be completed. If an administrator selects the wrong integration, and the approval chain is picked up by an active offer, then making the correction in the Approval settings page will not automatically re-trigger the approval process. The offer will need to be edited and once done, the integration will run as designed.
This integration uses Approval API GET/Approvals
Add approvers
To add additional approvers, click Select an approver and choose from the list.
If you choose Hiring Manager, Recruiter, Executive, or Coordinator, any user on the hiring team with that role will become an approver.
Choose Named user to designate a specific user by name. This user does not have to be on the hiring team.
On a sequential chain, new approvers are added to the end of the chain, and will approve last. To change the sequence, click the Move handle and drag an approver up or down the list.
When you make someone an approver on an offer, that person will have access to that job, even s/he is not on the hiring team. It is possible to revoke access (once the approval is completed) by making a configuration change in Settings/Admin. Please see HERE for details.
Save and activate
Click Save when finished and return to the Offer Approvals page. Approvals chains are not activated immediately, so make sure to toggle the set to Active.