Complete Step 3: Form & Approvers

In the Form field, make your selection from the drop-down list.

This is the form that will display to recruiters when they select associations that match the recruiting workflow. The selections in the drop-down list includes all active requisition form types created through the Dynamic Forms screen under Administration > Global Settings > System Administration.

Note:

While the recruiting user can modify some of the options within the form, the form itself is always determined by the workflow.

In the Approver Selection field, select one of the following options:

Skip Approver Selection: Select this if the requisition does not require an approval process and can be posted to your organization’s career site immediately upon completion.
User Can Select Approvers or Skip: Select this to give users the option to select approvers or to skip the approval process when creating requisitions.
User must select at least one approver: Select this to require users to select at least one approver when creating requisitions. This requires requisitions to complete an approval process before it is be posted to your organization’s career site.

In the Approval Reminder (Days) days field, enter the number of days should the application wait before it reminds approvers to complete the approval process.

If you populate this field, then the application will automatically send daily email reminders after the set number of days has elapsed.

Select the Allow Alternate Apply Method check box, to allow users to recommend alternate application methods in lieu of the online application method when creating requisitions.

In the Available Approval Chains field, make your selection from the text box and click Select.

You can choose more than one value in this field.

Note:

Skip this step if you selected Skip Approver Selection in the Approver Section field in Step 2.

The fields in the Select Approver(s) section of the form are automatically populated based on the available approval chain that you selected. However, you can edit the default options.

If necessary, edit the Type field by selecting one of the following options:

Serial: Select this to set the approval chain to follow a specific sequence. The application sends an approval request notification to the first approver on the list. The succeeding approvers will not receive any notification from the application until the previous approver takes action or if the previous approver in the chain rejected the requisition.
Parallel: Select this to allow approvers to approve requisitions in no particular sequential order. The application sends an approval request notification to each approver simultaneously. If any of the approvers reject the requisition, the requisition is rejected.

If necessary, edit the Select Approvers by Name field to add approvers by clicking Internal Approvers.

This launches a search screen where you can searching for an employee either by name or by direct report manager.

Note:

If the Skip for approvals check box is selected on the user profile, then that user will not display in the selection of approvers, even if you search for that individual by name.

In the search results screen, select employees by either clicking $D:\Sylvia Files\WIP\TODO\HRsmart\HRsmart Icons\Add green.gif$ or selecting the check box next to the employee name, then clicking the Add All Selected button.

Review the names in the Current Selection table of the search results screen.

To delete a name from the list click in the Actions column.

To remove all the names from the list, click Clear.

To confirm your selection of names, click Confirm Selection.

This closes the search results screen and returns you to Form & Approvers screen.

If necessary, edit the Enter External Approvers field by entering the e-mail address for each external user who should approve or reject the requisition.

Separate the e-mail addresses with commas or type one address per line in the text box.

These approvers will receive a notification with a link to access the requisition for review, but will not have access to other areas of the application.

If necessary, edit the Select Approvers by Job Title field by making your selection from the multi-select text box.

This option displays the name of any user who has that job title in their user profile in the list of options when a recruiting user selects an approver for a requisition.

Note:

If the Skip for approvals check box is selected on the user profile, then that user will not display in the selection of approvers, even if the user meets the job title criteria.

If necessary, edit the Select Approvers by Managerial Level field by making your selection from the multi-select text box, and clicking Update Requisition Approvers.

You can select up to six managerial levels. When a recruiting user creates a requisition, the application will automatically list users in those managerial levels as approvers.

Note	Managerial levels are based on the hierarchy structure of your organization and who are selected as managers on their user profiles. If the approval chain lists a level two manager and there are no users in that level, then the application will omit that approval requirement.
Note	If the Skip for approvals check box is selected on the user profile, then that user will not display in the selection of approvers, even if the user meets the managerial level criteria.

In the Notify field of the Upon Rejection section, select the user types that the application will notify if an approver rejects a requisition.

You can select more than one user type in this field.

Select the Require Comments When Rejected check box to require approvers to provide a reason if they reject the requisition

Select the Allow User to Re-submit Original Requisition check box to allow a recruiting user to re-submit a previously-rejected requisition.

This allows the recruiting user an opportunity to correct the issue that caused the initial rejection, if known.

In the Notify field of the Upon Approval section, select the user types that the application will notify if an approver approves a requisition.

Take one of the following actions:
Click Next to proceed to the next step in the wizard.
Click Save to save the workflow in its current state.
Click Save as Draft to save the workflow in your Drafts section of the Workflows screen.

Deltek Talent Management

Complete Step 3: Form & Approvers