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            Set Up an Approval Process for Recruitment Requisitions

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            Set Up an Approval Process for Recruitment Requisitions

            Create an approval process for recruiters to get recruitment requisitions reviewed and approved by hiring managers. Define the sequence of steps in the approval process. Automatically update a recruitment requisition’s approval status when a hiring manager approves or rejects it.

            Required Editions

            View supported product editions.
            User Permissions Needed
            To create approval processes: Customize Application
            To access the Recruitment Requisition object: Talent Recruitment Management Specialist Access

            Consider this sample approval process.

            • A recruiter creates a draft requisition and submits it for approval, and selects the hiring manager who must approve it.
            • The hiring manager reviews the details and approves or rejects the requisition.
            • The approval process updates the Approval Status field on the recruitment requisition to match the hiring manager’s action.
            1. From Setup, in the Quick Find box, enter Approval, and then select Approval Processes.
            2. Select Recruitment Requisitions as the object to manage the approval processes for.
            3. Click Create New Approval Process, and select Use Jump Start Wizard.
            4. Enter a name for the process.
              For example, Requisition Approval Workflow.
            5. Press Tab to automatically add the unique API name.
            6. In the Specify Entry Criteria section, for Use this approval process if the following, select criteria are met.
            7. In Field, select State. In Operator, select Equals. In Value, select Draft.
            8. In the Select Approver section, select Let the submitter choose the approver manually.
              The recruiter can select the hiring manager who must review and approve the recruitment requisition.
            9. Save your changes.
            10. Click View Approval Process Detail Page.
            11. Define an initial submission action.
              1. In the Initial Submission Actions section, click Add New, and select Field Update.
              2. Enter a name of the field update action.
                For example, Update State to Waiting for Approval.
              3. Press Tab to automatically add the unique API name.
              4. In Field to Update, select State.
              5. In the Specify New Field Value section, under Picklist Options, select A specific value, and then select Waiting for Approval.
              6. Save your changes.
            12. Define approval actions.
              1. In the Approval Steps section, click Show Actions.
              2. For Approval Actions, click Add New, and select Field Update.
              3. Enter a name for the field update action.
                For example, Update Approval Status to Approved.
              4. Press Tab to automatically add the unique API name.
              5. In Field to Update, select Approval Status.
              6. In the Specify New Field Value section, under Picklist Options, select A specific value, and then select Approved.
              7. Save your changes.
              8. Similarly, create an approval action that updates the value of the State field to Sourcing.
            13. Define a rejection action.
              1. In the Approval Steps section, click Show Actions.
              2. For Rejection Actions, click Add New and select Field Update.
              3. Enter a name for the field update action.
                For example, Update Approval Status to Rejected.
              4. Press Tab to automatically add the unique API name.
              5. In Field to Update, select Approval Status.
              6. In the Specify New Field Value section, under Picklist Options, select A specific value, and then select Rejected.
              7. Save your changes.
              8. Similarly, create a rejection action that updates the value of the State field to Draft.
            14. Activate the approval process.
             
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