Managing approvals for requisitions, jobs, or offers directly from your inbox is an efficient way to streamline your hiring process. This feature allows you to approve or reject requests without needing to log into the system, saving you time and effort. You also have the flexibility to customize which fields are included in these approval emails or disable the feature if preferred.
How do I Configure the Approval or Sign-Off Email?
To set up your approval or sign off email, navigate to the appropriate settings section, where you can customize the fields and disable the feature if needed.
Navigate to Sign-off Workflows
Go to Settings > Templates > Sign-off Workflows. Click the Settings button at the top right to access the configuration options.
βConfigure Fields
In the Configure Fields section, select and remove any sensitive fields that you do not want included in the approval email.
βDisable Email Notification
If you want to disable this email feature, use the radio button next to each option to turn it off.
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If the email notifications are disabled, users will need to log into the system to approve or reject requisitions, jobs, or offers.
To ensure your approval process remains efficient, consider periodically reviewing and updating the settings as necessary to align with your team's needs.
FAQs and Troubleshooting
What should I do if I don't receive the approval emails?
If you are not receiving the approval emails, first check to ensure that the email feature is enabled in your Sign-off Workflows settings. If it is enabled and you still are not receiving emails, verify that they are not being filtered into your spam or junk folder.
Can I preview the email before it is sent?
Currently, there is no option to preview the approval emails before they are sent. However, you can configure the fields that are included to ensure that all necessary information is provided.
How do I ensure sensitive information is not included in the approval emails?
You can manage which fields are included in the email by accessing the Configure Fields section of the Sign-off Workflows settings. Remove any sensitive fields you do not wish to share in the emails.
Can I send out reminders if approvals are pending?
Yes, you can configure automatic reminders to be sent when an approval remains in a stage for too long. This is configured by enabling the "Send reminders to signatories automatically" option.