Creating Requisitions Approval Flow

Requisitions Approval Flows are an integral part of the recruitment and staffing process. They are designed to ensure that requisitions for positions undergo a structured review and approval process.

We create Requisitions Approval Flows to add structure, efficiency, and control to the requisition process. They are essential for aligning recruitment with organizational goals,  and ensuring that requisitions for positions are handled effectively from inception to approval.

Here, you'll find a step-by-step guide on how to create a requisition approval flow.

To add a new approval flow:

1. Navigate to Settings ⚙ and open Approval Flows → Requisitions section;
2. Click + Add button;
3. Start configuration of Approval Details, Approvers, and Positions tabs.

Approval Details

• Approval Name - Enter the unique name in the Approval Name field;

• Sequential - Enable or disable the Sequential toggle to determine the type of approval flow;
• Feedback Deadline - If the Sequential toggle is enabled, choose the working or calendar days for the response deadline;
• Response Deadline - If the Sequential toggle is disabled, specify the number of days for the response in the Feedback Deadline field, and choose whether the working or calendar days for the response deadline.

Note: If you've chosen Sequential approval, don't forget to specify how many days each approver has to decide in the Approvers section.

Approvers

To add an approver:

1. Click the + Add button;
2. Select the approver;
3. Choose the user role or name;
4. Specify the number of days allowed for each approver's response (in case of sequential workflow);
   
5. Click Save to proceed with the Positions or Cancel to discard the changes.

Positions

1. Click + Add button;
2. Select position(s) from the drop-down list;
3. Once done click the Save  button or click Cancel to discard.

Note: Please note that a position assigned to another approval flow cannot be selected in the drop-down list when creating a new one.

Warning: It is not possible to delete the approval flow if it is already in use, meaning if a position is assigned to it.

Congratulations! With all approval flow configurations completed, you can now effortlessly create requisitions that suit your preferences.