Configuring Job Approval Chain

The Job Approval feature in the CRM allows you to set up an approval chain for all jobs created. This provides stakeholders with greater control over the recruitment process.

You can structure a job approval chain for your organization in a few ways: either as a default for the entire organization or specific to a particular office or department.

To set up a job approval chain, you navigate to Configuration > CRM Settings > Job Approval Chain.

Configuring the Default Approval Chain

For configuring job approval for your organization as a default:

1. Click Edit provided for the Default Approval Chain.
2. Add the required approvers in the Approvers section.
3. You can select from a drop-down menu whether all approvers must approve or only one (any) needs to approve. If any one of them rejects the job, the system considers it rejected.
4. Additionally, choose if you want the approval emails to trigger in a particular order or send out to all approvers at once. Selecting "All at once" means the request goes to all approvers simultaneously. Selecting "In the case of approval in order," the approvers in the first step receive notifications first. Then, the next set receives notifications only upon approval from the previous step.
5. You can add another approval step by clicking on Add Approval Step. For this new step, you add users as approvers and set whether they all need to approve or if one approval suffices.
6. Once you have more than one approval step, you must choose whether to send out approval emails in the order you defined or in one go.
7. You click Save to complete the process.

Setting up Specific Approval Chains (by Office/Department)

You can also set up an approval chain specific to the office and department. Jobs matching the configured office and department will automatically use this defined job approval chain. 

The configuration is the same as setting up the Default Approval Chain.

Adding Multiple Criteria to Specific Approval Chains

You can add multiple criteria for a specific Job Approval Chain.

1. Navigate to Configuration > CRM Settings > Job Approval Chain.
2. Click on Create Approval Chain.
3. Enter an approval chain name and click on Create Approval Chain. The system navigates you to define the approvers for this new chain.
4. You can specify the order and who needs to approve the job.
5. Click Done to save the approval chain.
6. Further, click on Manage Criteria.
7. From the following pop-up, click on Add Criteria to add a department-location-grade criterion for the job approval chain.
8. Select the office, department, and grade from the dropdown menu and click on Submit.
9. You can add as many criteria as required by following the same steps (7-8).

Job Level Approval Chain Configuration

If you have permission to edit a job, you can further configure the job approval chain at the job level. 

This might be necessary if a specific stakeholder needs approval for that particular job or someone from the standard approval chain has left the organization. 

Manual Cancellation of Offer Approvals

Regarding offer approvals, you can manually cancel them using the Cancel Approval button. Clicking this button immediately removes the approval from both the overview and pending tasks. The system automatically sends a cancellation email to the approver when you manually cancel an approval in this way.