The Approvals page is where both approval requests and approval flows live. Ensure that you have the proper permissions to utilize this page as needed.

Navigation

You can navigate to the Approvals page in one of two ways, depending on permissions:

• If a user has access or no access to the Approval Flows and access to Approval Requests sections of the Approvals page, then they can click the All Apps button in the top left corner of the header and then Approvals under the Advanced section to open the Approvals page.
  
  
   
• If a user has access to the Approval Flows section BUT no access to the Approval Requests section, then they can click the All Apps button in the top left corner of the header and then Settings under the Advanced section. When the Settings page opens, click Approvals under the Automation section.
  
  

Approval Requests section

The Approval Requests section is where all approval requests live for an approver. When they are notified of a new request, they will navigate to this section where they will review and either approve or deny requests. The available lists in this section are based on your account configuration and may include:

• Jobs
• Offers

Request tabs

Approval requests for both job and/or offer lists include the following tabs:

• For Review – This tab shows all approval requests that require the approver’s attention.
• Pending – This tab shows all of the approver’s in-progress requests. This includes both requests that need their attention and the requests that the approver approved but are now on to the next level of approvers.
• Completed – This tab shows all approval requests that the approver was included on and that are now completed.

List actions

The For Review and Pending lists allow for unique functionality, depending on its requests. However, the below functionality applies to all lists.

1. Search Bar – This allows the user to search the list for job title, location, candidate, and current approvers.
2. Sort – This allows you to sort each column.

For Review tab

The For Review tab shows all approval requests that require the approver’s attention.

By hovering over the preferred request and clicking its action menu, then a list will open and include the following actions from the For Review tab:

• View Approval Request – This will open the request in a slide-out drawer where the approver can either approve or deny the request. Learn more about the approvals process here.
  
  
   
• View Approval History – This will open the Approval History for this offer letter, which includes the date, time, and employee who requested/granted/denied each approval.
  
  
   

Pending tab

The Pending tab shows all of the approver’s in-progress requests. This includes both requests that need their attention and the requests that the approver approved but are now on to the next level of approvers. The following functionality is available from this tab:

• Current Approver – By hovering over this field on a request, you will be able to view the approver group/level that is currently reviewing the request and the names of the individuals in that group/level.
  
  
   
• Request Actions – By hovering over the preferred request and clicking its action menu, then a list will open and include the following actions:
  • View Approval Request – This will open the request in a slide-out drawer where the approver can either approve or deny the request. Learn more about the approval process here.
  • View Approval History – This will open the Approval History for this offer letter, which includes the date, time, and employee who requested/granted/denied each approval.

Approve or deny requests

Once notified, approvers will need to review and complete the approval requests assigned to them. Learn more about how to approve or deny requests here.

Approval Flows section

The Approval Flows section is where you can add, edit, and manage the account’s approval flows. Flows can be simplistic and contain one level of approval or they can be complex and contain more than one level of approval. The complexity of the approval group/level is based on your needs.

To view, create, and/or manage approval flows, ensure to first select the preferred component under the Approval Flows section in the left panel.

Header actions

The header of this list includes the following available functionality:

1. Approval Agreement – This will allow a full access employee to update their approval security. Learn more about approvals security here.
2. Search bar – This allows the user to search the list for approval name.
3. + Create Flow – This will allow you to create an approval flow for either turning on a job and/or sending an offer, depending on the component you selected from the left panel.
4. Sort – This allows you to sort the column.

List actions

Within the approval flows list, you can complete the following actions:

• Edit – This will open the approval flow for you to make any necessary edits to an existing flow. However, if there is an approval in-progress, then the changes made will only apply to new requests and will not affect pending requests.
• Duplicate – This will duplicate an existing approval flow in order to more efficiently build similar flows.
• Reorder – This will open a modal where you can reorder the approval flows in the list. Since an item can be targeted in multiple approval flows, the order in which approval flows are listed will determine which flow applies to that item when the targeting rules are met.
  • For example, we have 2 approval flows:
    • Approval #1 Targeting = Job Title contains “Product”
    • Approval #2 Targeting = Job Title contains “Manager”
      • Result: When turning on a “Product Manager” job, it will go through Approval #1 because it is higher than #2 in the approval flow ordering. 
        
        
         
• Deactivate – This will mark the approval flow as inactive and not in use. However, if there is an approval in-progress, then it should only apply to new requests. Job/offer requests currently in that flow must be completed.
• Remove – This will remove the approval flow from the list. However, if there is an approval in-progress, then it should only apply to new requests. Job/offer requests currently in that flow must be completed.

Create and manage approval flows

You can learn how to manage approval flows from the previous section. To create an approval flow, click here.