Enhanced admin approval flow
WHAT'S INCLUDED
Approval workflows decide who must sign off on a position or an offer, and under what conditions. A misrouted approval chain stalls hiring, so the configuration needs to be legible to the person maintaining it. The workflow builder walks through three steps — Trigger, Approval conditions, and Review — and ends on a read-only summary of the whole workflow before you save it. The workflows list is a searchable, sortable table, with edit, duplicate, and delete on each row and a confirmation prompt before a workflow is deleted. Condition rows read as Field, Operator, and Value, and conditions combine with AND and OR toggles.
WHY IT MATTERS
Configure approval routing yourself in the Admin Console, without needing an implementation engineer to build it for you.
See the whole workflow — triggers, skip rules, and every approval step — on one review screen before saving, so a routing mistake is caught before it reaches a live requisition.
Find the workflow you need by searching the list by name, and sort the table to see how many approval steps each one carries.
Build conditions on date and number fields, such as a target hire date or a number of openings, alongside text and dropdown fields.
Confirm before a workflow is deleted, so a destructive action on a live approval chain takes a deliberate second step.
FEATURE DETAILS
Who can access | Admin and Customer Admin. Approvers and recruiters don't use the builder. They see the resulting routing through the approval experience they already use. |
Feature type | Default On |
Requirements | Approval workflows must be enabled for the account: approval_workflow set to true. This is the master switch for the approval system. No new API endpoints, permissions, or access checks are introduced, so no integration work is needed. |
GETTING STARTED
Admins:
Go to Admin Console > Talent Tracking > Position > Approval for position workflows, or the equivalent Offer path for offer workflows.
Review the default workflow before building a new one. It often covers most cases and needs only small adjustments.
Select Create Workflow, name the workflow, then work through Trigger, Approval conditions, and Review.
Check the Review step against what you intended, then select Save.
Test the trigger logic against a sample position or offer before relying on it in production.
Read Setting up Approval Workflows for more info.
End users:
No action. Approvers are notified and act on requests as they already do, and recruiters see the approval chain that the workflow produces.
