The Approvers section of the Approval Flows Builder is where you set which users will receive this approval request and in what order. You will first need to set the default approver, which is the person who will receive approval requests whenever an approver is not targeted to anyone. Once configured, you can the guidelines for targeting certain approvers.

1. Select the Default Approver’s action menu, or ellipses, which is located at the end of the row, and then Edit in its drop-down menu.
2. In the slide-out drawer that opens, set your targeting rules for the corresponding action. This can be based on one of the following:
   • Employee Name – When selected, the Matches and Input fields will be removed.
     • Note: A targeting rule with Employee Name won’t be based on permissions to the jobs targeted in the approval flow (i.e If the approval is for Job_A and I assign user John Smith, then he will still be an approver even if he doesn’t have access to Job_A).
   • Employee Attributes – Only displayed when Employee Communications is disabled.
     • Note: A targeting rule with Employee Attributes won’t be based on the jobs targeted in the approval flow (i.e If the approval is for Job_A and I assign users with Department Attribute = Product, then any users who match that will be an approver even if they don’t have access to Job_A).
   • Hiring Team Role – This will only display when Paradox Jobs is enabled for your account. When selected, the Matches and Input fields will be removed.
     • Note: A targeting rule with Hiring Team Role will be dependent on the jobs targeted in the approval flow (i.e If the approval is for Job_A and I target the hiring team role Recruiter, then only users in that HT Role assigned to Job_A will be targeted).
   • Employee Type on Job (ATS) – This will only display you have an external ATS integrated with your account and Requisition Based Permissions and Alerts is toggled off.
     • Note: A targeting rule with Employe Type on Job (ATS) will be dependent on the jobs targeted in the approval flow.
   • Employee Role – When selected, the Matches and Input fields will be removed.
     • Note: A targeting rule with Employee Role will be dependent on the jobs targeted in the approval flow (i.e If the approval is for Job_A and I target the user role Recruiter, then only users in that user role assigned to Job_A will be targeted).
3. Once the Targeting Rules are set, then select the preferred Matches option and enter in the corresponding Input Value, if applicable.
   • Note: At least one valid user in the assigned approver role must have permissions to the targeted job/location.
4. The total number of matches will be displayed in a box to the right above all targeting rules. Select this box to review all of the approvers targeted based on the current targeting rules selections.
   • Note: When targeting approvers by Employee Type on Job (ATS), then all employees that match the approver targeting will display, but only the users who are assigned to the targeted Journey Targeting requisitions will get the approval request.

19. To add more Targeting Rules for this flow, click the + AND or + OR button or an entirely new rule set and repeat steps #2-4.
20. When finished, select Save in the bottom right corner of the drawer.
21. Once the default approver is set, then you can set the level of approvers who will receive requests submitted for the set targeting rules. One “approver” can contain any number of users. When a request comes in, all users will be notified of the request but only one of them needs to complete the request. To begin, click the + Add Approver button in the top right corner of the section.

8. Repeat steps #2-6.
9. Repeat steps #7-8 for each level/group of approvers. The approvers added to this one approval flow will reflect the different levels of approvals that must be completed before the action is finally taken. Approval levels/groups will follow the order in which they are listed on this page.
   • DUPLICATION NOTE: If beneficial, you can duplicate an existing approver’s targeting rules by clicking its action menu, or ellipses, and then Duplicate from the menu that opens. 
10. When all approvers are added, you then have the option of reorganizing the order in which the approvers will receive requests. The order set here will determine the order in which approvals are processed (lower level to higher level; e.g. Approver 1 to Approver 3) in the approval flow. Skip to Step #12 if you do not want to reorganize approver levels. To reorder approver levels, select any approvers action menu, or ellipses, and then the Reorder option from its drop-down menu.
11. In the slide-out drawer that opens, select, drag, and then drop the multi-dot icon of the necessary approver(s) in the preferred order.
12. Select Save in the bottom right corner of the drawer. The drawer will save and close.
13. Select Messaging in the left panel.