Skip to main content

Add and use approval widgets on your dashboard

Stay on top of offers and jobs that require your sign-off.

Written by Bill Rogers
Updated today

Pinpoint’s dashboard is fully customisable, giving you instant visibility of the information that matters most as soon as you log in. For users involved in sign-off workflows, approval widgets can be enabled to display all outstanding approval requests in a single convenient view. Once set up, these widgets let you manage approvals directly from your dashboard, including sending reminders to approvers and tracking the status of each request.


How do I add the approvals widgets?

Step 1

Select the Dashboard option from the top of the left-hand navigation menu.

Step 2

Select the Configure button.

Step 3

Tick the box next to the approvals widgets to enable them. There's one for New Job, Requisition and Offer approvals. You can edit the order in which the widgets appear by dragging and dropping them using the six small dots. When ready, press the Save button.

Step 4

You should now see any jobs, requisitions, or offers awaiting your approval listed on your dashboard. The widgets will show the first few, but you can click the 'All Requisition Approvals' option to see the complete list of requisitions.

Step 5

Select Review to see an overview of the sign-off details with options to Approve, Reject, Skip Current Step and Send Reminder to approvers to expedite the process.

Did this answer your question?