How to exclude requisition approval?

Modified on Fri, 17 Nov, 2023 at 8:37 AM


Not all requisitions require a formal approval process. To streamline and expedite the process, we've implemented the option to exclude requisition approvals when they are not necessary. This feature empowers your organization to skip approval steps for requisitions where they are not needed, saving valuable time and resources.


To exclude approval, follow the below steps.


Step 1: Navigate to "Settings" > "Approval Workflow."


Step 2: To exclude approvals for all requisitions, in response to the question, "Do you need approval to create requisitions in your organization?" choose "Do not require requisition approval”.


If you want to exclude approvals only for specific requisitions and not for all, choose "Require requisition approval."


Step 3: Click on "Add Conditions" next to “Exclude requisition approval on condition:”


A pop-up window labeled "Add Requisition Approval on Conditions" will appear. In this window, you'll find fields for entering conditions, with the field name and Condition Operator automatically selected.


Step 4: You can exclude conditions based on the requisition's Reason for Requirement”.


Step 5: Select one or multiple values for the "Reason for Requirement." Options may include "New Positions," "Replacement Hiring," and "Others."


Step 6: Optionally, you can add a comment, and then click "Save" to save the condition.


All requisitions created for the selected "Reason for Requirement" will be excluded from the approval process and will be auto-approved.

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