Site Admins with the user-specific permission to create and override approval flows can set up a default approval workflow that will apply to all new jobs. These workflows can also be configured to only apply to a specific office or department.
Find your default approval workflows
Click the Configure icon and choose the Approvals section.
Each specific approval contains three different approval processes: approvals to start recruiting, official job approval, and offer approvals. If you have multiple default approval workflows (for example, a different approval workflow for a specific department or office), it will display in a different section of the page.
These approvals will be ordered from least specific to most specific. For example, if you have an approval workflow specific to your Denver office, it will display before an approval workflow for jobs in the Customer Success department in your Denver office.
Add a new default approval workflow
To add a new approval, click Add Approval by office/department at the bottom of the page.
Select the office or department for the approval workflow. If you want the workflow to apply to all offices or departments, leave that field blank. When you're finished, click Create.
When it's created, your new workflow will use the same approval steps as your default approval flow. Update these steps as needed by clicking Add Approval Step.
If you want to keep the same approval step but modify the listed approvers, click the Edit icon next to a specific section.
By default, this approval flow will only be used on new jobs that match the office and department you selected. If you want current active jobs to use the new approval flow, click Apply to Existing jobs.
Edit a default approval
You can add or modify the specific approvers on a step by selecting the Edit icon next to the approver's step and choosing new names from the pop-up window.
However, if you want to entirely remove a step from your approval workflow, select the X button.
Default approval logic
When choosing which approval workflow to use for a job, Greenhouse Recruiting will follow the logic listed below. In general, this logic checks for the most specific approval workflows, and if no matching workflow is found, it will try and locate a more generic workflow:
- New Jobs in Department AND Location
- New Jobs in Department
- New Jobs in Location
- All New Jobs (default approvals for your organization)