Turn on offer approval 

In the On/Off, About section, select On: We will use an Offer Approval process and then select Save. 
 

Set up approval managers 

Approval Managers are the first people to review an offer. They decide whether it moves forward or is sent back to the person who submitted it. 

1. Go to People > Hiring > Applicant Tracking to open the Recruiting platform.
2. In the Approval Managers section, select Default Approval Managers to add Approval Managers.  
3. Select the Administrators or Staffing users who will manage incoming offer approvals.  

• Select All sends the request to all Approval Managers.
• Select None lets the person submitting the request choose who receives it.
• Note: Only Administrators and Staffing users can be Approval Managers. Any user type, including Standard users can be Approvers. 

4. Per-user approval managers mean that when a specific person submits an offer, it is sent to the same Approval Manager every time. For these cases: 
   1. Select Add an Offer Approval Manager 
   2. Select the Approval Manager 
   3. Select Save 
   4. Select Is the offer approval Manager for these people 
   5. Select the users whose Offer Approval requests will go to that Approval Manager 
   6. Select Save.  
      

5. Remove an entry by selecting the Delete icon. 

Create standard approval process(es)

An Approval Process is a pre-set group of people who review and sign off on offer details. Approvers can be Standard, Staffing, or Administrator users. A popular way of setting up approval processes is by department. 

1. Select Standard Approval Process(es) and select Create an Additional Offer Approval Process to create an approval chain. 
   
2. Enter a Name for the process. 
3. Enter an optional Description. 
4. Select the Process Type. 
   1. All At Once sends to all approvers at the same time.  
      
   2. Sequential defines a specific order of approvers. 
      

5. Add your approvers. 
6. Select Create to save the approval process.  

Customize the offer approval form 

The Offer Approval Form captures offer details and is sent to approvers for review and approval. 

1. In the Offer Approval Form section, add or remove fields. Fields can be optional or required. Required fields have a star. 
   
2. To create brand new fields on the form, select Create a Custom Field, drag it into the form, and drop it. 
3. Select the Field Type, enter the Field Title, any values (if applicable), and required or optional. 
   Note: Field names cannot be edited later without deleting the field and its associated data. 
   
4. Select Save. 
5. Drag fields to set the order in which they appear on the form.