🟡Approval Matrix

Approval Matrix

Path: Cloud > Settings > Recruitment V2 > Approval Matrix.

This setting lets you set up and manage approval steps for important stages in recruitment, ensuring job creation, updates, and offers go through the proper checks before finalization.

The configuration is divided into:

1. Basic Settings

2. Advanced settings.

Configure Basic Approval Workflows

Path: Cloud > Settings > Recruitment V2 > Approval Matrix > Basic.

Step 1:Log in to the Cloud portal, and go to Settings, then select Recruitment V2.

Step 2: Go to Approval Matrix and select the Basic tab.

Step 3: Locate the workflow type you want to configure: Job Requisition (New job), Job Modification (Update job), or Job Offer (Candidate offer).

Step 4: Click the dropdown next to the workflow and select an option:

• Approval Required: Requires manual authorization.

• Approval Not Required: System automatically approves the request.

• As per assigned Job Manager: Routes to the assigned manager (system auto-approves if no manager is assigned).

Step 5: Click Save.

Path Link:https://cloud.pockethrms.com/Recruitment/RecruitmentV2/Index?module=RecruitmentV2&submodule=Approval%20Matrix

Configure Advanced Approval Workflows

Path: Cloud > Settings > Recruitment V2 > Approval Matrix > Advanced.

Use this tab to create custom, conditional rules that automatically route approval requests to specific managers.

Note: These custom rules route approval requests automatically based on the conditions you set.

Step 1: Log in to the Cloud portal, and go to Settings, then select Recruitment V2.

Step 2: Go to Approval Matrix, select the Advanced tab, and click on +Create new button in the top right corner.

Step 3: When to Use This Rule.

check the box next to Job Offer, Job Modification, or Job Requisition.

Step 4: Name This Rule

type a clear Rule Name for your rule in the text field.

(e.g., Senior Engineering Hires in Delhi)

Step 5: Set the Conditions

This section decides when the rule starts working. The system will only use this rule if the request matches the conditions you add here.

• Click the Select a field... dropdown to pick a form detail (like Location, Job Type, or Minimum Education)

• In the next box, select or type the exact value it must match.

• Need more rules? Click + Add Condition to add another line.

• Made a mistake? Click the red Trash Can icon to delete that specific line.

Step 6: Set Approval Priority

Choose your reviewers and their approval order. The request moves sequentially from the lowest number to the highest (Priority 1 approves first, then Priority 2).

• Type the number 1 in the priority input box to establish your first level of review.

• Click inside the Search employee... field, type the name of the first manager responsible for approving this request, and select them from the list.

• Click the + Add Approver text button to add a level 2 or level 3 reviewer box underneath your first entry.

• Click the red Trash Can icon next to any manager's box if you need to remove them from your approval sequence.

• Check the Trigger Re-Approval box if you want the workflow to completely reset back to step 1 if anyone edits the job details mid-process.

Step 7: Click the Save button to activate your new rule.

Path Link: https://cloud.pockethrms.com/Recruitment/RecruitmentV2/Index?module=RecruitmentV2&submodule=Approval%20Matrix

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