The offer approvals feature enables your organization to exercise greater control over which offers can be extended to a candidate. Instead of configuring a singular default offer approval process for your entire organization, you can also configure offer approvals by office and/or department.
To configure an offer approval process for a specific office or department, navigate to the Approvals page. (Configure > Approvals)
Click Add Approval by office/department.
Use the provided dropdown menus to select an office and/or department. When finished, click Create.
Add approval step
Navigate to the Offer Approvals panel and click Add Approval Step.
Click Add in the next window to select users from the dropdown menu. Repeat as necessary to add multiple approvers to this step.
Depending on how your organization decides to configure its approval flow, you can set how many approvers from the list need to approve an offer before proceeding forward. Use the Required dropdown menu at the top of the dialog box to select the required number of approvers.
In the following example, only 1 of 2 of our configured approvers need to approve an offer before it proceeds forward.
Additionally, you can configure the offer approval process to only trigger if the salary included in the created offer falls outside of the Salary Range specified for the job by clicking the checkbox to the right of Required ONLY if offer fields are out of range.
Click Save when finished. This step is added the offer approval stage.
The configured user(s) receive an email notification about a pending offer approval when it is requested.
Sequential offer approval steps
Sequential offer approval steps refers to the order in which an offer approval flow contacts your configured list of offer approvers.
To create a sequential flow of required approvals across multiple users, create at least 2 approval steps.
Navigate to the dropdown menu inline with To extend offers to candidates and select In Order. An offer approval is only sent down the list of approvers after it is approved by the preceding approver in the flow. An arrow illustrates the flow of required approvals in the flow.
Non-sequential offer approval steps
Unlike sequential offer approval steps, non-sequential steps contact all required approvals simultaneously instead of navigating down an approval flow.
To create a non-sequential flow of required approvals across multiple users, create at least 2 approval steps.
Navigate to the dropdown menu inline with To extend offers to candidates and select All at once. All users selected to be approvers for offers will be emailed simultaneously. The offer will be approved when the required number of approvals is achieved from each step.
Apply offer approval process to existing jobs
Once an offer approval process is configured for the department and/or office, it Is applied to all future jobs by default for that department and/or office.
If your organization wishes to apply the newly configured offer approval process to pre-existing jobs in the department and/or office, click Apply to existing jobs.
From the subsequent dialog box, confirm the application of the default offer approval process and click Yes.