PFR: Create an Offer Approval Flow
Applicable Product(s):
- PeopleFluent Recruiting
Summary:
With optional offer approvals, you can require approval from one or more people before sending an offer to a candidate. You can set up multiple approval flows, then choose the one you need for each offer template you create. Admins can create and edit approval flows in their Recruiting Preferences.
Detailed Information:
To require offer approval from any Admin:
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Click the gear icon ⚙️ in the left sidebar.
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Hover over Recruiting Preferences and click Approvals.
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Scroll to Offer Approvals.
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Select Approval is required to send offers.
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Click + Approval Flow.
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Enter a name for the approval flow.
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Select Any Company Admin may approve.
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Click Save Changes.
To create an approval flow:
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Click the gear icon ⚙️ in the left sidebar.
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Hover over Recruiting Preferences and click Approvals.
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Scroll to Offer Approvals
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Select Approval is required to send offers.
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Click + Approval Flow.
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Enter a name for the approval flow.
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Select Ordered list (chain) of approvers.
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Enter the names or email addresses of the people you’d like to include. Each person you add will appear in a list under Approvers.
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Click and drag the names in the list to change the order. Approvals will be requested in this order.
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Click Save Changes.
If you require offer approval from any Admin, every Admin on your account will receive an email request for approval, but any one of them can approve.
If your position has an approval flow, the first person in the chain will receive the request. Once that person has approved, the next person in line will receive the request and so on, until everyone in the chain has approved.