<aside> 💡 In this guide, you'll learn about managing offer approvals through Ashby. For more details on all approval options, check out Approvals

</aside>

Approvals can be set up on the following plans:

Foundations Legacy Plus Plus Enterprise
❌ ✔ ✔ ✔

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.

Permissions: Approval Creation and Approving

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 (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.

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Create an Approval Process

To create an Approval Process, navigate to Admin > Organization Settings > Approvals. Click + New 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. Active Offer Approval Processes - 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.