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Adding/Editing an Offer Letter Approval Process for the ATS

An "Offer Letter Approval" process can be created or edited to allow key individuals the opportunity to approve or deny an offer letter that would be sent to a prospective candidate.

Keep in mind that any changes made to an approval process will not affect any offer letters that have already been sent.

Navigating to Offer Letter Approvals
  • Click Administration from the top menu bar of the Applicant Tracking System.

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  • Click Offer Letter Approvals on the left-hand side. If the option does not appear, you will need to enable the process. You can refer to the following article: How to Enable Offer Letter Approval Process.

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Add an Offer Letter Approval Process

  1. Click Add Approval Process to create a new approval process or click Edit for an existing process.

    ATS

  2. Enter the following information for your offer letter approval process.
    1. Enter a name for the offer letter approval process.
    2. Select Approver(s)
      • Only system administrators and users with the 'Approve Offer Letters' permission will appear in the drop-down menu.
      • There is no limit to the number of approvers that can be added to each level.
    3. Select Backup Approver(s)
      • Backup approvers are not sent offer letter notifications automatically - they are sent manually on the view approval page.
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  3. Click Click here to add a level to add additional approval levels.
    • A maximum of 15 backup approvers can be added.
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  4. Click Save Changes when finished.
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