|Super Admin, Admin, Team Member, Limited Team Member
|• Create and edit requisitions that the user has access to
|LeverTRM for Enterprise or Advanced HR add-on
Lever's requisition approval functionality allows you to efficiently attain stakeholder alignment on details such as headcount and compensation bands when drafting requisitions. Customizable workflows enable you to tailor the approval process to accommodate any unique processes and circumstances your recruitment team contends with when generating new requisitions. Before diving in, we recommend reading help article on building requisition approval workflows to get context on how requisition approval workflows operate.
How to request requisition approval
If a requisition requires approval, the approval request will be sent as the second step in the requisition creation process. For more information on the prior step, refer to our help article on creating requisitions. To request approval for a requisition in a draft state, simply open the requisition editor and advance to the second step.
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 requisition 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 requisition 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 requisition editor.
If a requisition 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 requisition and click Make decision next to the name of the approver they wish to override.
- 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 requisition's approval history.
Once a requisition has been approved by all approvers in the chain it will move directly to the 'Open' category in the requisitions list. The approval will be recorded in the approval history, visible in the requisition editor.
Which requisitions are subject to approval?
If you have a default requisition approval workflow enabled in your Lever environment, all requisitions generated in Lever will be subject that workflow provided they meet the conditions defined in the steps of the workflow. Steps and conditions are defined when a requisition approval workflow is constructed.
Lever also supports the ability to create custom requisition approval workflows. If an offer meets both the conditions for the default approval workflow and the criteria for a custom approval workflow, the custom approval workflow will take precedence. If a requisition meets the criteria for more than one custom approval workflow, the highest-listed workflow in the list of custom approval workflows will take precedence.
For full details on requisition approval workflow creation, included defining steps, conditions, and criteria, refer to our help article on building requisition approval workflows.
|Requisitions associated with confidential postings bypass approval requirements in all cases.
Approving and rejecting requisitions
There are two ways to approve or reject a requisition approval request:
Each individual in the approval chain will receive an email prompting them to approve or reject the drafted requisition. Below is close-up of what an approval request email looks like. Note that, although not shown in the image, the email also contains all relevant requisition details.
If the approver has the necessary level of access in Lever, they will have the ability to approve or reject the requisition by opening the requisition 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 reject requisitions
Rejected requisitions can be located by clicking the Rejected filter in the sidebar to the left of the requisitions list. In the requisition editor, the creator of the requisition will see the reason the requisition 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 requisitions will move directly to the 'Open' category in the requisitions list. The approval will be recorded in the approval history, visible in the posting editor. Users listed as the 'Requisition owner' of requisitions that have been approved receive an email notifying them of the approval.