Requesting job posting approval

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Available for Roles Super Admin, Admin, Team Member, Limited Team Member
Permissions • Create and edit postings
Packages LeverTRM for Enterprise, Advanced HR add-on

 

This article depicts and describes Lever's User Workspace approval request enhancement included in the Summer 2024 Product Release, scheduled to rollout progressively in August 2024. For full details, refer to our Summer 2024 Product Release Notes.

Lever's job posting approval functionality allows you to efficiently attain stakeholder alignment before publishing postings. Customizable workflows enable you to tailor the approval process to accommodate any unique processes and circumstances your recruitment team contends with when drafting postings. Before diving in, we recommend reading our help article on building job posting approval workflows to get context on how job posting approval workflows operate.


How to request job posting approval

If a job posting requires approval, the approval request will be sent as the third step in the posting creation process. For information on the prior two steps, refer to the following help articles:

At the 'Approval' step, you will see a summary of the approvers in the approval chain and will be prompted to submit an approval request.

If the approval chain contains a custom approver, you must select an approver to which to submit the request. To learn how custom approvers are added to approval chains, check out our help article on building job posting approval workflows.

Before submitting the request, note that you have the ability to attach a message your request. Click the Request Approval button to send the approval request to the first approver in the sequence.

The posting will not open until it has been approved by each approver in the workflow. If a posting requires approval from multiple approvers, you can monitor how far down the approval chain the posting has advanced on the 'Approval' page of the posting editor.

If a posting approval request has stalled due to the absence of an approver or needs to be expedited, users with proxy approval capabilities can approve or deny a request on another approver's behalf (for full details, refer to our help article on approving by proxy):

  • The proxy approver must open the 'Approval' page of the posting and click Make decision next to the name of the approver they wish to override. 

  • If the proxy approver created the approval request, then they will also see any pending approvals listed on the Home page under 'Approval Requests.' 
  • Clicking Review approval opens the Approval Review Request page where a proxy approver can review, approve, or reject the approval request. 

  • The proxy approver will be required to input a reason for their action in order to proceed to complete the override.
  • The original approver will be notified via email if a proxy approver makes a decision on their behalf and the action will be reflected on the posting's approval history.

Once a posting has been approved by all approvers in the chain it will move directly to the appropriate category (External, Internal, and/or Unlisted) in the 'Open jobs' section of the postings dashboard in accord with the job posting distribution you specified when creating the posting. The approval will be recorded in the approval history, visible in the posting editor.

Which postings are subject to approval?

If you have a default posting approval workflow enabled in your Lever environment, all drafted postings will be subject that workflow.

Lever also supports the ability to create custom posting approval workflows. If a posting meets the criteria for more than one custom approval workflow, the posting will be subject to the workflow for which it most closely matches the criteria.

For full details on job posting approval workflow creation, included defining steps and criteria, refer to our help article on building job posting approval workflows.

 

Postings with a confidential distribution bypass approval requirements in all cases.

Approving and rejecting job postings

There are three ways to approve or reject a posting approval request:

1. Email

Each individual in the approval chain will receive an email prompting them to approve or reject the proposed posting. Below is close-up of what an approval request email looks like. The email contains all relevant posting details and fields, including the salary range and description.

 

Based on how company approval settings are configured, job posting approvers may be required to log into their Lever account in order to approve requests or view the job posting details received by email.

2. In-App via the Home page

The Home page includes a section for all approval requests created by or are assigned to the user. Users can view their pending approval requests by filtering for requests 'assigned to me' and clicking Review approval. This opens the Approval Request Review page where users can view a summary of all the relevant job posting details provided, and provide approval or reject the request. 

3. In-App via the job posting

If the approver has the necessary level of access in Lever, they will have the ability to approve or reject the posting by opening the posting editor and navigating to the 'Approval' page.

 

Approvers that deny an approval request will be required to provide a reason in order to submit the rejection.

Locating approved and rejected job postings

Rejected job postings can be located by clicking the Rejected filter in the lefthand sidebar of the postings dashboard. In the posting editor, the creator of the job posting will see the reason the posting was rejected. They can then implement changes addressing the reason for rejection before discarding the prior approval and submitting a new request for approval.

Approved job postings will move directly to the appropriate category (External, Internal, and/or Unlisted) in the 'Open jobs' section of the postings dashboard in accord with the job posting distribution you specified when creating the posting. The approval will be recorded in the approval history, visible in the posting editor. Once approved, you can take further actions with the posting such as adding it to a job board or associating it with a requisition. To learn how to take these actions, refer to the following help articles:

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