Approve or Reject an Opportunity

If the approval feature is enabled for your organization, once the opportunity is created, it is sent to one or more Recruiters or Hiring Managers for approval.

Opportunities waiting for approval display on the Pending Approvals page (Opportunities > Pending Approvals) until all approvers have approved the opportunity.

Pending Approvals page. Image displays a table with the following columns: Title, Requisition, Location, Recruiter, Approver, Status, Job Boards, and Last Updated Date. There is a row for each opportunity.

Once an Opportunity is approved by all approvers, it displays on the Approved Opportunities page (Opportunities > Approved.

Approved Opportunities page. Image displays a table with the following columns: Title, Requisition, Location, Recruiter, Approver, Status, Job Boards, and Last Updated Date. There is a row for each opportunity.

Opportunities that are rejected display on the Rejected Opportunities page (Opportunities > Rejected.

Rejected Opportunities page. Image displays a table with the following columns: Title, Requisition, Location, Recruiter, Approver, Status, Job Boards, and Last Updated Date. There is a row for each opportunity.

To view the reason it was rejected, select the opportunity title and navigate to the Recruiting Process tab. In the Approvals section, view the Comments link.

Recruiting Process tab of an Opportunity. Image displays pop-up window with Your Comments field, Add Comment button, and Comment History.

Approve an Opportunity

Navigation:Opportunities > My Approvals

From the My Approvals page, select the opportunity.
Review the opportunity.
From the Recruiting Processes tab, select Reject or Approve.
Enter a comment or reason for rejection.
Select Approve.

Recruiting Process tab of an Opportunity. Image displays pop-up window with Comment field and Approve button.

Note:

Opportunities can also be approved via email if the Approvals Via Email feature is enabled in Settings > Opportunity Information.

Mass Approvals

Up to 100 opportunities can be approved or rejected at once. From the My Approvals page, select all of the opportunities you want to approve, and select Approve. Or select all of the opportunities you want to reject, and select Reject. If you reject one or more opportunities, you are required to enter a comment for each opportunity that was rejected.

My Approvals page. Image displays table with two opportunities. Both opportunities are checked and Approve button is activated.

Notifications

Recruiting sends an email notification when the following events occur:

Event	Parallel Approval Process	Sequential Approval Process
When an opportunity is submitted for approval	All approvers receive an email	An email goes to the first approver, and then as each approver submits their approval, the next approver receives an email
When an opportunity is approved	The Recruiter receives an email each time the opportunity is approved	The Recruiter receives an email each time the opportunity is approved
When an opportunity is rejected	An email is sent to the Recruiter and all approvers	An email is sent to the Recruiter and all approvers that have already approved the opportunity