<aside> 💡 Ashby supports opening, job, and offer approval processes.
</aside>
Approvals can be set up on the following plans:
| Foundations | Legacy Plus | Plus | Enterprise |
|---|---|---|---|
| ❌ | ✔ | ✔ | ✔ |
Section overview:
You can create an approval process when multiple stakeholders need to review and sign off on a workflow. We currently support opening approvals, job approvals, and offer approvals. You can set one or more approvers at each stage of the approval process.
| Approval Type | Use Case | Common Approvers |
|---|---|---|
| Opening Approval | Commonly use to validate that headcount has been approved by finance. | Finance, Talent |
| Job Approval | Commonly used to ensure the accuracy of the interview plan stages and other job settings and the quality of job postings. | Talent |
| Offer Approval | Commonly used to ensure appropriate stakeholders have reviewed offers. | CEO, Finance, Talent, Hiring Manager |
See the table below for information on the permissions required to configure approvals and to be an approver.
| Access Role | Can configure an approval? | Can make one-off edits to an approval process for a specific candidate (if enabled)? | Can be set as an approver? |
|---|---|---|---|
| Limited Access | ❌ | ❌ | ✅ |
| Agency Users | ❌ | ❌ | ✅ |
| Elevated Access - External Recruiter (not linked to an agency) | ❌ | ❌ | ✅ |
| Elevated Access - Analyst | ❌ | ❌ | ✅ |
| Elevated Access - Hiring Team Member | ❌ | ❌ | ✅ |
| Elevated Access - Hiring Manager | ❌ | ❌ | ✅ |
| Elevated Access - Admin | ❌ | ❌ | ✅ |
| Elevated Access - Admin Private | ❌ | ✅ | ✅ |
| Organization Admin | ✅ | ✅ | ✅ |
<aside> 💡
When an approval request is sent, the user can approve or reject the request from their email. They do not need to have a specific access role or level of permissions to approve or reject the approval request via email or via Slack. They will need to have at least Elevated Access to the role in question to be able to view the candidate’s profile prior to approving.
</aside>
Navigate to Approvals in Admin to build an approval process. Before you click + New make sure that you’ve selected the correct object type tab. Options include:
To configure a new process, you’ll select the scope, add steps, and add approvers to each step. The scope triggers the process to start, the steps are the rounds of review. The approvers are the specific stakeholders completing the review.
You can include multiple approvers at each step or select a pool of users based on their role on the job consideration. You can then choose whether all, one or some approvers need to provide approval.
Once you’ve created your approval, click Create. Once the approval has been created, you will have the option to edit, take a copy of, or archive your approval process.
Activated processes in the list are processed in order. If multiple processes have a scope that would apply, the one highest in this list will be used.
You can drag and drop each process to re-prioritize as needed.