Creating a new approver template

Recruiter administrators and HR administrators have full access to create, update, delete and copy approver templates and approvers. Recruiters, hiring managers and HR generalists can view the approver templates and the approvers attached to an approver template.

When you create a template, you specify the general characteristics of the template in the first steps and assign approvers in the next steps.

  1. Select Talent Acquisition > Template Setup > Approver Templates.
  2. Click Create.
  3. Specify this information:
    Approver Template
    Specify the name of the template.
    Category
    Specify a communication category to assignn to the template. See Communication categories for email and note templates.
    Active
  4. In the General tab, specify one or more uses of the template::
    Requisitions
    The template is used to assign default approver in a request for approval or request when updating a requisition process.
    Offers
    The template is used to assign default approver in a request for approval or request for approval when defining an offer.
    Hire Type Actions

    The template is used to assign default approver in a request for approval or request for approval when hiring, rehiring, promoting, transferring or adding an assignment to an applicant.

  5. Click Save.
  6. Click Approvers. By default, the Approver Order is set to the next available place in the sequence of approvers. For example, if no approvers have been assigned, then the value that is shown in the field is 1. If two approvers were assigned to the template previously, then the value that is shown is 3.
  7. In the Approvers tab, specify a default approver or role:
    Approver
    To select a specific employee to be the approver, select the field, then select an employee.
    Role
    To select a specific role to be the approver, click the field and select a role. Because more than one person can be assigned a role. In this case, where multiple people are part of a role, any of those people can approve a request before it moves on to the next approver.
  8. Click Save. To add more approvers, click the Add button and repeat this procedure.