DATE:
AUTHOR:
The Eightfold team
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    Default off, Self-service
    Talent Tracking

    Edit access for recruiters to modify approval chain

    DATE:
    AUTHOR: The Eightfold team
    Jump to section:
      • Default off

      • Self-service

      This feature allows administrators to configure specifically which roles (such as Recruiters) can edit the approval chain (add/remove/reorder approvers) for positions and offers. It separates this permission from the broader permission to edit the entire intake form, offering more granular control.

      Users

      Admin, recruiter

      Needs addressed

      • Inability for roles like Recruiters to easily fix incorrect approval chains once submitted, causing delays.

      • Introduced a dedicated configuration that lets certain roles, like recruiters, edit approval chains for specific positions or entities, even if they don't have general form editing rights. They can't change approvers who have already given their approval. The current pending approver will get a notification if any changes are made.

      • A recruiter, if granted permission, can directly correct the approvers on a pending requisition without needing full edit access. Please note that when an edit is made to a pending requisition, it goes through the full approval chain again

      • Increases efficiency by reducing approval bottlenecks, enhances control via granular permissions, and streamlines workflow management.

      Initial setup

      For step-by-step documentation on configuring this feature, read Allowing Recruiters to edit pending approval chains.

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