This article outlines how Company Administrators and Contract Managers can assign default approvers to each contract template within the Contract Library. Default approvers will automatically pre-fill the approvers list at the time of assigning the contract.
How to add default approvers to contract templates:
To add approvers:
Navigate to Administration > General > Contract Library
Edit any contract (or create a new one)
In the ‘Approval settings’ section, click the “+ Add” button:
Start typing the relevant user’s name to activate the search:
Add as many levels of approval as needed > then click Save.
How the default approvers work:
Once saved on the contract template, the approvers will automatically appear when selecting the contract as part of Contract Workflow creation.
Navigate to the Contracts module
Edit or Create any contract workflow
In the ‘Select contract(s)’ field, choose the relevant contract(s) that have default approvers configured
The default approvers will automatically appear within the ‘Approvers’ section:
Although default approvers pre-fill the Approvers section, they can be removed/changed at contract assignment.
FAQ
Are the approvers saved on the contract template used for Recruitment offers as well?
No, Recruitment offers have dedicated settings which control default approvers. These settings can be found within Administration > Recruitment > Recruitment Workflows > Offers tab.
How is the order of approvers determined?
All default approvers can be rearranged or removed on the fly during the Contract Workflow creation/editing process. However, the following rules apply to determine the default order in which they will be added:
When creating a Contract Workflow and a single contract is selected, then the approvers will be added in the same order as they appear on the contract template.
When creating a Contract Workflow and multiple contracts are selected (each with their own default approvers), then the order of those approvers is determined by the order in which the contracts were selected.
When multiple contracts are selected and the same approver exists within more than one contract template, then once that approver is added to the Approvers list they will not be added a second time.
Example:
If:
Contract A contains
1st Approver: Alpha
2nd Approver: Bravo
Contract B contains
1st Approver: Bravo
2nd Approver: Delta
3rd Approver: Charlie
When Contract A is selected and then Contract B, the approvers list will be:
Alpha
Bravo
Charlie
Delta
When Contract B is selected and then Contract A, the approvers list will be:
Bravo
Delta
Charlie
Alpha