Complete the configuration steps below to setup the Approvals Engine feature.

Step #1: Enable this feature

Paradox Admins must enable this feature for you in Client Setup. Please contact your CS Representative for assistance.

Step #2: Update user permissions

Work with your CS Representative to determine which user roles should have access to enabled Approvals features. By default, no user roles have full access to Approvals. 

A Paradox Admin can configure each permission below to Full Access, View Access, or No Access for the following permissions:

• Approvals: The entire Approvals feature.
• Approval Flows: The section where approval flows are created and managed.
• Approval Requests: The section where users review and act on pending requests.
  • Full Approval Visibility: Determines whether a user sees all approvals across the Pending and Completed tabs, or only the ones assigned to them.
  • Job Approvals: Whether job requests appear in the Approval Requests section of the Approvals page. Access can also be set individually for each job field in the job approval:
    • Brand Name
    • Candidate Journey
    • Candidate Volume Optimizer
    • Hiring Team
    • Hot Job
    • Internal Title
    • Job Code
    • Job Data Packages
    • Job Description
    • Job Posting Type
    • Locations
    • Number of Hires
    • Public Title
    • Shifts
    • Timeline
  • Offer Approvals: Whether offer requests appear in the Approval Requests section of the Approvals page.

Step #3: Set up approval flows

Approval flows is where you and/or users with full access to Approval Flows can create the line of approval for actions taken in the system. Set up your approval flows by following this step-by-step guide.

• Note: When creating approval flows for the first time, a full access user will have to make the preferred selection to the Approvals Agreement. Learn more about the Approvals Agreement here.

Step #4: Reorder approval flows

Items can be targeted in multiple approvals. When the targeted rule for that item is met and applies to multiple approvals, the order in which approval flows are listed on the Approval Flows page will determine which approval flow is initiated.

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. 

Because of this, the order of approval flows may need to be adjusted to account for this scenario. To do this, 

1. Click the action menu, or ellipses, of any flow
2. Select Reorder in its drop-down menu.
3. A dialog will open where you can click the preferred flows’ rearrange icon and drag and drop individual flows in the preferred order. 
4. Click Save to finalize the order of approval flows.

When all four of the above steps are completed, then employees are ready to submit their approvals!