Getting offers out quickly is crucial for meeting your hiring goals. Kula's offer approval workflow allows you to streamline approvals and keep all stakeholders—finance, HR, and hiring managers—aligned with the offer you've generated.
How to Customize the Default Offer Approval
- Click the Settings icon at the bottom of the left-hand menu.
- Under the Approvals section, click Offer Approval. You will be prompted to enable the workflow for your organization.
- Click the toggle button to enable the offer approval workflow.
- Kula provides a Default Approval workflow out-of-the-box. To customize it:
- Hover over the Default Approval section and click the Edit icon.
- Note that the fields for Department, Location, and Work Type are set to "all" and cannot be changed.
- The Default Approval workflow includes a two-step approval process.
- In the Reviewers field, you can add or remove users for each approval step.
- Choose whether all reviewers must approve or if only one reviewer’s approval is sufficient by selecting or deselecting the "All reviewers need to approve" checkbox.
- To add more steps in the approval process, click Add Step and configure accordingly.
- Once you've made the necessary changes, click Save to update the workflow.
Note: You can create a new approval workflow by clicking the Add Offer Approval button and following similar steps.
How to Edit an Offer Approval
- To edit an offer approval workflow, hover over the workflow on the Offer Approval homepage, click the Edit icon, update the necessary fields, and click Save to complete the action.
How to Delete an Offer Approval
- To delete an offer approval workflow, hover over the workflow, click the Delete icon, and in the confirmation modal, type "DELETE" to confirm. Click Yes, Delete to finalize the deletion.
How to Disable Offer Approvals
- To disable the workflow, toggle off the switch. A confirmation modal will appear; click Yes, confirm to complete the action.
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