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Design Requisition Approvals

RETURN TO PRIOR STEP: Develop the Job Description

KEY TOPICS:

  • Understanding Approval Process Roles
    • How Participants are Notified
  • Choose a Method for Developing the Approval Process
  • Select an Existing Approval Process
  • Develop a New Approval Process
    • Add a Group (Optional) and Select the Approver(s)
    • Save the Approval Process for Later
  • How the Approval Process is Activated

RELATED TOPICS:

NEXT STEP: Assemble Job Seeker Forms

Administrators: To learn about Settings > Approval Process Templates, or for more detailed instructions, involving the Advanced Designer for Approval Processes, see: Approval Process Templates.

Require Approvals as Part of Building the New Requisition

By facilitating Requisition approval, balanceTRAK reinforces your organization's procedures, supports decision-making, and ultimately, helps advance the Requisition from Pending to Open so the job opening can be posted.

To begin completing this optional third step of adding a new Requisition to the system, choose Approval Process from the side navigation men.

Understanding Approval Process Roles

Ass a balanceTRAK user, you may participate in the Requisition Approval Process as:

  • The submitter (Requisition owner)

    • OR

  • An Approver (e.g., Human Resource director, hiring manager)

How Participants are Notified

Dashboard alerts on the Home page, along with email notifications, will support the submitter and the Approver(s) during the Approval Process.

What Triggers the Approval Process to Begin?

For most installations, the Approval Process will be automatically triggered when all required Add New Requisition steps are completed and the Requisition has been created. When accessing the Requisition detail later, the process can be further facilitated via the Approvals tab.

Choose a Method for Developing an Approval Process

The Requisition creator has three principal options for developing the Approval Process:

  • Apply a Requisition Template that includes an Approval Process
  • Select an existing Approval Process

    • OR

  • Create a unique Approval Process for the Requisition

Notes:

  • If your organization has implemented Requisition Templates, selecting one during new Requisition Setup will populate many aspects of the new Requisition, including the Approval Process.

  • For organizations with Approval Process management, Approval Process Templates will be available as menu selections on the Approval Process tab. In addition, some users may be limited to one option, Select an Existing Approval Process, as described below.

Select an Existing Approval Process

In many cases, the Requisition creator can simply apply an existing Approval Process from the system's Templates to the current Requisition.

To use this method, select the radio button in the upper toolbar for: Existing. Then choose an entry from the adjacent drop-down. The Approvers will display in the right-hand column. If the displayed Approval Process is correct (or locked to prevent editing), move directly to the [Next Step], assembling Forms.

Develop a New Approval Process

The balanceTRAK user with appropriate Administrative-level permissions can develop an Approval Process as part of the Add New Requisition operation.

First, click the radio button for: New. Then select Approvers, as outlined below.

Add a Group (Optional) and Select the Approver(s)

Using BALANCEbTRAK's drag-and-drop method, participants in an Approval Process can be organized, grouped (if necessary), and placed in the appropriate order.

Begin by reviewing the Approvers list in the left-hand column. Then:

  1. Highlight an Approver to display a dashed drop area in the right column. Then drag and drop the user into the dashed area, using the provided name bar.

  2. To create a Group, comprised of Approvers, click the [Add Group] icon. A. The Group area will become the drop area for multiple users.

    B. Click the radio button for:

    Require 1

    OR

    Require All

  3. Adjust the order of the name bars or Groups, as necessary, also using the drag-and-drop method.

Save the Approval Process for Later

How the Approval Process is Activated

When [Create Requisition] is selected (after all steps of Add New Requisition are completed), the Pending Status of the Requisition will trigger an email to be sent to one or more Selected Approvers in order, and the approver will see a Dashboard notification upon entering the software.

Click [Next Step] to save the Approval Process to the draft Requisition and proceed to the Forms tab.