In this article we will look at how to create approval workflow for our request to hire form.
In the previous article http://44547076.hs-sites.com/knowledge-base-test/how-to-create-request-to-hire-forms We created a request to hire form, refer to this article more more information.
To create an approval workflow, scroll down to section 2 of the workflow.
There are 3 sections in the job approval workflow. “The person who’s initiating the job approval”, the “Approver/s” and the “The person who’s recruiting for this role”.
The person who’s initiating the job approval – This is the user that raise the request to hire, this can be any users in your account.
Approver/s – The groups of users responsible for approving the job requests.
The person who’s recruting for this role – The user/s that are responsible for deisgning and posting the job adverts when the job has been fully approved. They are not an approver and cannot reject the job request.
You can add new approval steps to the approval workflow by clicking Add New Approval Step.
Give the approval step a name and press enter. In this example we will create a new approval group for the CEO.
We now have our new CEO approval step. Click the pen icon to edit it.
There are two options to configure your approval step Select from all users & Restrict which users can be selected from.
Select from all users - This will allow you to assigned any user in your account as the approver to this approval step.
Restrict which users can be selected from – This will let you restrict who can be assigned to the approval step.
In this example we will Restrict which users can be selected from and add Ryan as our CEO.
Then we have two final options. Manually select approvers & Automatically select everyone.
Manually select approvers – This will let the user who initiates the job approval select from the available users that have been assigned to the CEO approval step.
Automatically select everyone – This will automatically assign the selected users to the CEO approval step. Without the user who initiates the job approval needing to do anything.
When you have finished editing the approval step click save.
In this example we are also going to edit the “Approver” approval step to be our HR department.
Donald and Lewis work in our HR department so we will assign them to the approval step and let the user that raises the request to hire select the appropriate HR person to approve their request.
You can also set dependencies on approval workflow steps just like other fields in Martian Logic. This will enable you to show/hide particular approval steps in certain circumstances. See “TODO” for more information about dependencies