Recruitment — User Guide

Who approves jobs

Management and operations approve jobs. Colleagues who work on jobs, such as business development, can create and submit them but not approve them. Clients submit job requests from their portal and can never approve their own. A rejected job is cancelled.

Your approvals inbox

Every approval lives in the Approvals app. Waiting on you holds everything that needs your decision, grouped by urgency — overdue, due within a day, waiting three or more working days, and routine — and its home page shows what is waiting, what you raised and what you decided lately.

1. 1

   Open a request

   Click a row. The panel shows everything needed to decide — details, balance after approval, who else is away, the requester's reason, and the full history — plus any warning, such as not enough leave balance or no fee terms.

2. 2

   Approve or reject

   Press Approve. To reject, press Reject: it first says what rejecting will do, lets you add a reason, and then asks you to Confirm — not approved.

3. 3

   Or ask first

   Press Ask, type your question and Send question. The person who raised the request is told and answers from their own Approvals page; you are told when they reply. The request stays with you, so you can still decide it while you wait.

4. 4

   Approve several at once

   Choose one kind of request at the top, tick the ones you want, and press Approve on the bar at the bottom. A request with a warning shows a lock instead of a tick box — decide it on its own.

5. 5

   Follow what you raised

   Your requests shows each request you raised (or that was raised about you), where it stands, who it is waiting on, and its history. When an approver has asked you something, open the request, type Your answer and press Send answer.

6. 6

   Look back at your decisions

   Decided by you keeps every decision you made and every question you asked, newest first, with where each request stands now.

Waiting time is counted in working days, so weekends and holidays don't make a request look older than it is.

How a client submits a job request

Clients work from Jobs & Requirements in their portal. A new request starts as a draft.

1. 1

   Open the job

   Go to Jobs & Requirements and open the job, or create it first.

2. 2

   Submit it

   Press Submit for approval. The job shows that it is waiting for review.

3. 3

   Change it if needed

   Before it is decided, press Withdraw to draft, edit it, and submit it again.

4. 4

   Hear the outcome

   The person who submitted it gets an in-app notification: Request approved, or Request not approved.

How staff submit a job for approval

Job actions live on the job's Settings tab, in the Job status card.

1. 1

   Open the job

   Go to RecruitmentJobs, open the job and choose the Settings tab.

2. 2

   Submit it

   On a draft, press Submit for approval. The card then says it is waiting for management or operations.

3. 3

   Take it back if needed

   Back to draft takes it out of review so it can be changed; Cancel job cancels it.

How to approve or reject a job (management and operations)

Decide from the job itself, or from ApprovalsWaiting on you.

1. 1

   Find the job

   Open it from RecruitmentJobs (Settings tab, Job status card), or find it in ApprovalsWaiting on you.

2. 2

   Decide a submitted job

   Press Approve or Reject. A rejected job is cancelled.

3. 3

   Or approve a draft directly

   On a draft, Approve approves it straight away. No request is raised and the approval is recorded against you.

You cannot approve a job you submitted yourself — you are told the request is not waiting on you, and another member of management or operations decides it. Colleagues who can see the approvals queue but do not approve jobs see who decides instead of the buttons.

After approval