<aside> 💡 In this guide, you'll learn about managing offer approvals through Ashby.

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Section overview:

Offer Approvals Overview

An approval process consists of a sequence of one or more approval steps, each of which must be completed before an offer can be created and sent to a candidate. Each approval step consists of one or more stakeholders who must approve the terms of the offer before moving on to the next step in the process.

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Create an Approval Process

To create an Approval Process, navigate to Admin → Approvals. Click + Draft New Process in the top right corner of the page to begin configuring.

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Approval Process Options

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This screenshot highlights the 5 configuration options for setting up an approval process:

  1. Process List - List of activated processes. If multiple processes have a scope that would apply to an offer, the one highest on this list will be used. You can drag and drop each process to re-prioritize as needed.
  2. Process Title - Here you can give the process a descriptive title.
  3. Scope - You can filter which offers this process applies to by matching against fields on the associated "job consideration". If an offer has multiple applicable processes, the process higher in the process list will be used.
  4. Steps - Here you can configure how many steps this process should have and which individuals should be included as approvers in each step.
  5. Stakeholder Options - Here you can configure how many of the approvers in a step are required to approve to advance to the next step.
  6. Activate - Enable your process once configured

Using Approvals