C U S T O M E R FA Q :
Two-Stage
Approval
Process
C U S T O M E R FA Q S : T W O - S TA G E A P P R O VA L P R O C E S S
Requesting Approval with a
2-Stage Approval Process
To request approval to open a job, recruiters can
click the Request Approval buttons at the top or
bottom of the Approvals page.
This will send approval requests to the first stage
approvers under Approvals to start recruiting
(1). The second stage approval requests will be
automatically sent to the approvers under Official
job approval (2), once approval has been received
from the first stage approvers. Recruiters will
be able to post a job, and start recruiting and
interviewing candidates once first stage approval
has been given, even Official job approval has not
been given yet.
Until Official job approval is given however,
recruiters will not be able to create or extend
offers to candidates in the candidate profile.
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C U S T O M E R FA Q S : T W O - S TA G E A P P R O VA L P R O C E S S
If a recruiter has still not received Official job
approval by the time they are ready to create an
offer, they can request it again by going to the
Approvals page and clicking Send Reminder under
the approver’s name. They can send an additional
note to the approver along with their request.
Once the Official job approval is given, recruiters
will be able to see the Create Offer button in the
candidate profile and enter the offer details.
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C U S T O M E R FA Q S : T W O - S TA G E A P P R O VA L P R O C E S S
To trigger the Offer Approval process after
the offer details have been entered, recruiters
should press the Request Approval button in the
candidate’s profile. Until Offer Approval is given,
the recruiter will not be able to extend the offer.
If an approver does not approve the offer details,
they can use the @mention feature under Approval
Notes to send a note to the recruiter about how
they want the offer to be changed. The @mention
feature sends the recruiter an email with this note
and a link to the candidate’s profile so they can
update the offer details. Recruiters will also see
this note in the candidate’s profile when they log
into their account.
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C U S T O M E R FA Q S : T W O - S TA G E A P P R O VA L P R O C E S S
The recruiter can click Update (1) to edit the offer
details. Once finished, the recruiter can check the
updated details (2). Once the details have been
updated the Request Approval button (3) will
also re-appear. Recruiters can click this button to
restart the Approval chain.
A recruiter can update offer details and re-request
approval as many times as needed. Both recruiters
and approvers can use the Approval Notes section
and @mentions to send notes to each other about
the offer details. Each updated offer will save as a
new version; both recruiters and approvers can look
back at old versions of the offer details at any time.
Once the offer has been approved by everyone,
recruiters can Upload or Generate the offer letter
with the offer details to send it to the candidate
directly through Greenhouse. The offer letter can
be uploaded or generated prior to approval, but it
cannot be sent through Greenhouse until the offer
is approved by the entire chain and the Send with
Greenhouse button appears.
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