Approvals allow you to configure one or more users to sign off on a job action before it’s allowed to take place.
To create an approval process, go to Configure > Approvals.
Choose an office, department, or all jobs
Set up approvals under Default Approvals Required for All New Jobs if you want to apply the approvals process to all jobs in your organization.
Alternatively, you can set up approvals by office, department, or department in an office by clicking Add Approval by office/department.
Choose job approvals or offer approvals
Navigate to either the Job Approvals or Offers Approvals section.
Users in organizations that don’t have approvals configured will see “No approval required” on the Approvals page.
Click Add Approval Step to create a new approval process or add to an existing one.
Assign, edit, or remove approvers
Assigning approvers works the same way for both job approvals and offer approvals.
After you click Add Approval Step, select a user from the dropdown list or select a custom job field to automatically add a user as an approver on an offer. Click Save.
The name of the user or custom field will appear under the relevant approvals process.
To change an approver to another user, hover over the original user’s name and click the Edit icon. To remove an approver, hover over the original user’s name and click the X icon.
Choose the number of approval steps
If you selected more than one approver, choose how many approvals are needed to move the job to the next approval step.
When you finish, click Save.
Choose the order of approval steps
Select whether to request approvals all at once or in order.
Continue to add steps as needed to complete your approval process.