Approval Flows Builder: Overview section
Table of Contents
The Overview section is the first section in the Approval Flows Builder. From this section, users with full access to Approval Flows can complete the below steps.
- When the Overview section opens, enter a name for the approval flow.
- In the Targeting subsection, target the items for the selected action. IMPORTANT NOTE: The attributes displayed for the targeting rules are based on the selection made for the Approvals Agreement.
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Post a Job – Select the jobs to target for approval. Options for targeting include:
- Job Title
- Job Attributes
- Location Attributes
- Employee Attributes
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Note: Selecting an Employee Attribute will add an advanced matches option of Matches in the Matches selector. When selected, you can select from Standard or Custom Job Attributes.
- Use Case: This will target employees based on a certain Employee Attribute matching a Job Attribute, allowing one approval flow to cover multiple needs. For example, I want employees with department ID’s that match the Job Department IDs on the targeted jobs to be an approver, so the configuration would be if the Employee Attribute "Department" matches Custom Job Attribute “Job Department.”
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Note: Selecting an Employee Attribute will add an advanced matches option of Matches in the Matches selector. When selected, you can select from Standard or Custom Job Attributes.
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Send an Offer – Select the offers to target for approval. Options for targeting include:
- Offer Name
- Job Attributes
- Location Attributes
- Employee Attributes
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Note: Selecting an Employee Attribute will add an advanced matches option of Matches in the Matches selector. When selected, you can select from Standard or Custom Job Attributes.
- Use Case: This will target employees based on a certain Employee Attribute and Job Attribute, allowing one approval flow to cover multiple needs.
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Note: Selecting an Employee Attribute will add an advanced matches option of Matches in the Matches selector. When selected, you can select from Standard or Custom Job Attributes.
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Post a Job – Select the jobs to target for approval. Options for targeting include:
- Once the Targeting Rules are selected, then select the preferred Matches option and enter in the corresponding Input value.
- Note: At least one job must match the targeting rules defined here.
- 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 jobs/offers targeted based on the current targeting rules selections.
- To add more targeting rules for this flow, select the + AND or + OR button or an entirely new rule set and repeat steps #2-4.
- Once all Targeting Rules are set, select the Approvers section from the left panel.
Target approvals based on dynamic pay rates
Use this section to trigger approvals based on how a pay rate compares to a job's configured compensation range (such as triggering an approval if an offer exceeds the maximum pay by 10%).
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Select the Pay Attribute:
- Post a Job Action – In the Targeting Rules dropdown, select the Base Pay Actual standard job attribute.
- Send an Offer Action – In the Targeting Rules dropdown, select the Pay Rate standard candidate attribute.
- In the Matches dropdown, select your preferred numerical operator. Options include the following:
- Equals
- Does not equal
- Greater than
- Greater than or equal to
- Less than
- Less than or equal to
- Once an operator is selected, select the options from the Input (for Post a Job) or Attribute (for Send an Offer) dropdown based on your previous selection:
- If Greater than (or equal to) or Equals/Does not equal is selected:
- Post a Job – Select Base Pay Maximum or Percent of Base Pay Maximum (%).
- Send an Offer – Select Base Pay Maximum, Offer Pay Maximum, Percent of Base Pay Maximum (%), or Percent of Offer Pay Maximum (%).
- If Less than (or equal to) or Equals/Does not equal is selected:
- Post a Job – Select Base Pay Minimum or Percent of Base Pay Minimum (%).
- Send an Offer – Select Base Pay Minimum, Offer Pay Minimum, Percent of Base Pay Minimum (%), or Percent of Offer Pay Minimum (%).
- If Greater than (or equal to) or Equals/Does not equal is selected:
- If you selected a Percent of option, a Percentage Value field displays. Enter the numerical value. A % sign automatically display in the field once you begin typing.
- To add more targeting rules for this flow, select + AND or + OR or add an entirely new rule set and repeat steps #1-4 as needed.
If an active approval flow is configured to handle the pay range you entered, Paradox routes the offer to approval rather than displaying a validation error. This applies to both the Base Pay Minimum/Base Pay Maximum and Offer Pay Minimum/Offer Pay Maximum fields.
Learn more about minimum and maximum pay rate validation.