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

Step #1: Enable this feature

Step #1.1: Paradox Admins

Your CS Representative must enable this feature for you in Client Setup. 

1. Select All Apps in the top left corner of the header and then Settings in this drop-down menu.
2. When the Settings page opens, select Client Setup under the Paradox Tools section.
3. From the left panel of Client Setup, open the Approvals section.
4. Toggle on the Approvals setting.
5. Additional settings will display underneath. Information on enabling these settings is described in step #1.2.
6. Save the page.

Step #1.2 Users with full access to Client Setup

Upon enabling this feature, your CS Representative will most likely complete step #1.2 with you, but the below instructions are available if users with full access to Client Setup want to make any adjustments.

1. Select All Apps in the top left corner of the header and then Settings in this drop-down menu.
2. When the Settings page opens, select Client Setup under the Paradox Tools section.
3. From the left panel of Client Setup, open the Approvals section.
4. Under the Approvals setting, you will see the Jobs and Offers settings, depending on which features are enabled for your account.
   • Jobs – In order to view this setting, you must have the correct job settings enabled. You can then toggle this on to use approval requests for turning a job on from the My Jobs page.
     • Jobs settings requirements:
       • Conversational ATS settings – The Conversational ATS setting must be enabled in the Job Management section.
       • Integrated ATS settings – Ensure one of the following is true:
         • External ATS Job Management and Applicant Flows are enabled in the Job Management section.
         • External ATS Job Management is enabled from the Job Management section.
   • Offers – In order to view this setting, you must have the correct offers settings enabled. You can then toggle this on to use approval requests for sending an offer letter to a candidate.
     • Offers settings requirements:
       • Conversational ATS settings – The Offer Management setting must be enabled in the Forms & Offers section.
       • Integrated ATS Offer Settings – Ensure that one of the following is true:
         • External ATS Job Management and Applicant Flows are enabled in the Job Management section AND Offer Management is enabled in the Forms & Offers section.
         • Job Targeting is enabled in the Job Management section AND Offer Management is enabled in the Forms & Offers section.
           • Note: This cannot be enabled if the Allow Send Offer Status Movement toggle is enabled in the Automation section of Client Setup.
5. Save the page.

Step #2: Update user permissions

Determine which user roles should have access to enabled Approvals features. By default, no user roles have full access to Approvals. Users with full access to Roles and Permissions can update this feature's permissions as needed.

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.