< back

Approve a Requisition

KEY TOPICS:

  • What Happens when a Requisition is Approved?
  • What Happens when a Job Seeker is Approved?
  • Approval Notifications
    • Approve (or Decline Approval for) a Requisition
    • Approve (or Reject) a Job Seeker
    • Respond to an Approval Reminder
  • Monitor Approval Status

Participate in the Approval Process as an Approver

As a hiring manager or other decisionmaker, you may be responsible for reviewing a Requisition (or a Job Seeker) and participating in an Approval Process. balanceTRAK supports these efforts with tools that facilitated collaboration between the Requisition owner, or submitter, and the approver. The approver can even add Comments to an approval or a non-approval decision to record the rationale.

What Happens when a Requisition is Approved?

A Requisition remains in the Pending Category until it is approval. Upon approval, which may involve one or more decisionmakers, the Requisition advances to the Open Category and can be posted on line.

Note:: A Requisition with full automatic Workflow settings will be: Put in the Open Category; set to Accepting New Job Seekers; and Posted Internally and/or Externally.

If rejected, the Approval Process can be resubmitted by the original submitter.

Approval Notifications

As a participating approver, the user will receive:

  • An email notification, containing links for the following three approval responses:
    • I want to log in and view the requisition [job seeker].requisition.
    • I want to approve this requisition [job seeker] without logging in.
    • I want to decline this requisition [job seeker] without logging in.

AND

  • A notification in the Pending Approvals tile on the approver’s Home page Dashboard will indicate a Requisition Number (or a Job Seeker Name ) requires approval.

Approve (or Decline Approval for) a Requisition

  • Express Approval from the email message — Select the appropriate link from the three provided.

  • Use the Requisition detail — From the provided link in the email message you received or the Dashboard's Pending Approvals tile, directly access the Approvals tab. A flow diagram, representing the designated Approval Process, will display at the bottom of the tab, listing each approver and Approval outcome. Input one of the following decisions, and include: (optional) Comments.
    • Approve — Sends an email message to the submitter by email and moves the process on to the next Selected Approver. After final approval, the tab will indicate a date-stamped status line: The Requisition has been approved.
    • Decline — Sends an email message to the submitter and other Selected Approvers by email.

Respond to an Approval Reminder