The Cascading Approvals feature is designed for organizations with internal recruiting approval processes that involve more than three people who align in the company hierarchy. This is an optional account setting available for clients on the Recruiting platform. Familiarity with creating and modifying Requisitions, Offer Letters, and their subsequent templates is recommended before continuing with this guide.
In this article:
What are cascading approvals?
How do I enable cascading approvals?
Where can cascading approvals be used?
How do I set up cascading approvals on my templates?
How do I create a cascading approval process without a template?
How do I use approver auto-fill?
What are cascading approvals?
When enabled, the approval process on a Requisition, Offer Letter, and their respective templates, can be set to auto-fill a span of approvers based on the users or roles defined at the beginning and end of the workflow.
The auto-fill feature is one-directional and will only work when the approval order goes from the lowest to highest-level staff in the organization. For example, Hiring Manager -> CEO, not CEO -> Hiring Manager.
One or multiple Approver Auto-Inserts can be added to the overall approver's list and the system will automatically insert employees that match this defined order, based on the reporting structure configured in your account.
How do I enable cascading approvals?
If Cascading Approvals sounds like a good fit for your organization, please reach out to your ClearCompany Representative in order to turn on this setting for your account. Your Rep is also able to confirm whether or not you already have Cascading Approvals enabled.
Since this feature heavily relies on user hierarchy, please take a moment to conduct an organizational structure audit to ensure that your company structure in ClearCompany is accurate.
Where can cascading approvals be used?
Cascading approvals can be used on Requisitions and Offer Letters, with individual requisitions or offer letters, or at the template level.
At this time, cascading approvals cannot be used when creating an Employee Offer Letter.
How do I set up cascading approvals on my templates?
Follow the steps below to learn how to create an approval process using cascading approvals on your Requisition and Offer Letter Templates.
Requisition Templates
- Navigate to and open the requisition template you'd like to modify or begin creating a new template from scratch.
- Scroll down to the Approvers section.
- Click Select a role or an individual.
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Begin defining your approval process by adding the first person who should approve the requisition. Search for a specific user's name or select one of the available roles from the dropdown menu.
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Continue adding specific users or roles to build your approval order.
Important: Approvers must be listed in hierarchal order from lowest to highest-level staff members in order for the approver auto-fill feature to work.
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To add the Auto-insert approvers option, you'll first need to have at least two approvers listed. Then, click Select a role or an individual and select Auto-insert approvers.
Tip: To change the order of your approvers, click and drag an approver to the new position within your approval flow. See below.
- Continue modifying the list of approvers to fit your needs and that's it! You will be able to see the full list of approvers, including the auto-inserted users, once you begin creating a requisition based on this template.
Offer Letter Templates
- Navigate to and open the Offer Letter Template you'd like to modify or begin creating a new template from scratch. Follow these instructions to learn where Offer Letter Templates are located within the system.
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Open the Internal Approval tab.
- Click Select a role or an individual.
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Begin defining your approval process by adding the first person who should approve the requisition. Search for a specific user's name or select one of the available roles from the dropdown menu.
- Continue adding specific users or roles to build your approval order.
Important: Approvers must be listed in hierarchal order from lowest to highest-level staff members in order for the approver auto-fill feature to work.
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To add the Auto-insert approvers option, you'll first need to have at least two approvers listed.
Then, click Select a role or an individual and select Auto-insert approvers.
- Continue to add or modify the list of approvers to fit your needs and that's it! You will be able to see the full list of approvers, including the auto-inserted users, once you begin creating an offer letter based on this template.
How do I create a cascading approval process without a template?
If you do not want to use a template to create a new Offer Letter or Requisition, you can still set a cascading approval process when defining your list of approvers.
- Begin by creating a new requisition or offer letter.
- Navigate to the Approvers section of the requisition or offer letter.
- Start defining your approval process by adding the first person who should approve the requisition. Search for a specific user's name or select one of the available roles from the dropdown menu.
- Continue adding specific users or roles to build your approval order.
Important: Approvers must be listed in hierarchal order from lowest to highest-level staff members in order for the approver auto-fill feature to work.
- To add the Auto-insert approvers option, you'll first need to have at least two approvers listed. Then, click Select a role or an individual and select Auto-insert approvers.
- Continue to add or modify the list of approvers to fit your needs. When you're ready to auto-fill the approver's list, follow the steps listed in the next section below.
How do I use approver auto-fill?
Once you have added the Auto-Insert Approvers option to your approval process, simply click the Apply button and the system will automatically insert users who match the hierarchy span you've defined.
On Requisitions
On Offer Letters
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