"Offer Letter Approvals" for the ATS allows you to set up an internal approval process before an offer letter can be sent to a candidate.
Table of Contents
Enabling Offer Letter Approvals
- Click from the top menu bar of the Applicant Tracking System.
- Click on the left-hand side from the list. It is the first option listed.
- Click the toggle so it displays 'Yes' for 'Enable offer letter approval process.'
- Click at the bottom of the Account Information page.
- Offer Letter Approvals will appear on the left-hand side. Click .
- If the option does not appear, you may need to refresh your web browser.
- The Offer Letter Approval process page will display on the offer letter creation screen and every offer letter that is created will be required to follow an approval process.
Setting Up Offer Letter Approvals
Navigating to Offer Letter Approvals
- Click from the top menu bar of the Applicant Tracking System.
- Click on the left-hand side.
Resources for Managing Offer Letter Approvals
- Adding/Editing an Offer Letter Approval Process
- Deactivating an Offer Letter Approval Process
- Duplicating an Offer Letter Approval Process
- Reactivating an Offer Letter Approval Process
Approval Workflow Notes
- Any changes made to an approval process, including deactivation, will not impact offer letters that have already been sent.
- After the offer letter is submitted, the first level of approver(s) will automatically receive an email notification that an offer letter requires their approval. Each email will include a link that will navigate the approver to a web page with the offer letter requiring they take action
- The offer letter will display as read-only for approvers. At the bottom of the page, approvers will have the option to Approve or Reject the offer letter. If rejected, the approver will be required to provide comments before submitting their response
- Once the offer letter has been approved by any user within an approval process level, the offer letter will automatically move on to the next level in the approval process
- If an email notification needs to be resent to an approver or if a backup approver needs to receive the notification, the person who created the offer letter (or admin users) can do so from the offer letter list page
- Once the final approval has been received, the offer letter status will automatically change from ‘Pending Approval’ to ‘Active’ and will be sent to the candidate for them to take action
- If an offer letter is rejected at some point in the approval process, a notification will be sent to the user who created the offer letter. They will have the ability to view comments provided along with the rejection on the View Approval Process modal from the offer letter list page. A new offer letter must be created, as users do not have the ability to edit an offer letter once it has been sent for approval
- If an offer letter is rescinded at some point in the approval process, a notification will be sent to all approvers who previously approved the offer letter or approvers who have the offer letter in their queue to approve