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Administrator Guide
Last Updated: 2025-06-27
Create Workflow Approvals

Create Workflow Approvals

You must have the
approval_rules.write
 permission.
Approval rules enable you to configure what drives approvals and who's involved in the approval process. Example: You can create a job posting approval rule where if the budget exceeds $100,000, an approval is needed from both the budget approver and the resource manager's manager.
  1. From the header, select
    More
    Company Settings
    .
  2. Under
    Organization
    , select
    Workflow Approvals
    .
  3. On the
    Rules
     tab, click
    Add Approval Rule
    .
  4. As you create a new approval rule, consider:
    Option Description
    Approval Types
    Indicate the type of approval the approval rule should apply to. You can select one or more as needed. The options you select here limit the option available to select for the
    Criteria Type
    and
    Approver Name
    fields.
    (Optional)
    Add Criteria Group
    Enables you to add specific criteria that must be met for the approval workflow to be utilized. The options are limited based on the approval type or types selected.
    Organization Unit
    Indicate the organization unit the approval rule should apply to.
    (Optional)
    Add Approver
    Enables you to add an approver based on the selected approval type or types. You can use an existing approver or create a new one as needed.
    (Optional)
    Skip Approval Role Tags
    Indicate a specific role tag for which users can skip approvals.
    Approval Strategy
    Select the amount of approvals required for the approval rule:
    • Approval required by all approvers in each level
      . Example: You create a Job Publish approval rule and add these Level 1 approvers: Program Team, and Resource Manager’s Manager. VNDLY requires approval from both approvers before publishing the job.
    • One approval required per level
      . Any additional approvers can approve on behalf of the system generated approver. Example: You create a Job Publish approval rule and add these Level 1 approvers: Program Team, and Resource Manager’s Manager. The Program Team manager approves, and VNDLY publishes the job.
    Approval Restart Policy
    Only applies to the
    Job Publish
     and
    Job Change
     approval types.
    Select when an approval should restart:
    • Approvals will only restart on approval impacting edits
      . When selected, approvals restart when you modify fields on the job that impact budget, such as
      Start Date
      ,
      End Date
      ,
      Positions
      , and
      Bill Rate
      .
    • Approvals will restart on any edit
      . Approvals restart when you modify any fields on the job.
    Example: You select
    Approvals will only restart on approval impacting edits
    . You've created an approval rule for the Job Publish approval type with a 1st Level Approver and 2nd Level Approver. After the 1st Level Approver approves the job, the 2nd Level Approver edits the:
    • Positions field on the job.VNDLY restarts the approval process as it impacts the budget of the Job.
    • Job description. VNDLY doesn’t restart the approval process as it is a minor change that doesn’t impact the budget.