In this article, we will cover the steps needed to set up a Job Admin as a default approver on jobs:
- Create Permission Policy for Job Admin
- Assign Job Admin Permission Level to User
- Set User as Default Approver
Create Permission Policy for Job Admin
Before we can set up a Job Admin to be a default approver for a job we need to create a new permission policy for the Job Admin. Click the Configure icon and navigate to Permission Policies from the left-hand panel.
From the Permission Policies page, click See and manage job admin levels.
Identify which existing Job Admin level you wish to add the new permission policy towards from the Manage Job Admin Levels page.
Alternatively, you can create a custom Job Admin level by clicking Add Job Admin Level. To learn more about customizing job admin levels, visit our guide on permission policies here.
Once you have identified the Job Admin level you wish to change, navigate to the Can see private notes, salary info, manage offers, and approve jobs/offers ribbon. Click the checkbox for this permission and Can manage job approvals underneath the column for the desired Job Admin level.
Assign Job Admin Permission Level to User
With the Job Admin level adjusted with the necessary permission policies, we need to assign the level to the user we wish to be an approver for jobs.
Staying on the Configure page, click on Users from the left-hand panel and click on the name of the user who will be assigned the adjusted/new Job Admin level.
If the user is not yet a Job Admin/Interviewer, click Edit to change their permission level. When finished, click Add underneath Job-Based Permissions.
To make this user the default approver for jobs we need to make sure the user has future access to the correct offices and departments. Using the first panel of the new page, select the offices and departments the user will need to access in order to approve jobs.
When finished, navigate to the Future Job Permissions panel and click the Edit icon .
Choose the adjusted Job Admin Permission Level created in the earlier step from the drop-down menu.
When finished, click Save.
This user will now have the ability to approve jobs for offices and departments that you have specified.
Set User as Default Approver
With everything configured you are ready to add the user as a default job approver. Staying on the Configure page, click on Approvals from the left-hand panel.
From the Approvals page, click on Add Approval by office/department.
Select the Office and Department for the new default job approver and click Create.
Click Add Approval Step underneath Job Approvals.
From the Add Approval dialog box, click Add and select the user who will be the default approver.
When you have finished, click Save. The user will be set as the default job approver for the specified office and department.