Redwood Experience: Job Offer Approval Banners
Take advantage of the enhancements made to the Redwood job offer approval banners used for viewing a job offer approval status and progress.
Banners and their functionalities vary depending on the user type:
- Initiator: The user who submitted the job offer for approval.
- Approver: A user being asked to approve the job offer.
- Observer: A user who can access the job offer, but who isn’t the initiator or an approver.
Banners for the initiator
We are submitting your changes for approval.
- The banner is displayed when the approval is submitted but an approver isn’t assigned yet.
- The banner isn’t displayed when the approval is bypassed.
Approval in progress. View details
- The banner is displayed while the offer is pending approval (approvers have been assigned).
- When users click “View details”, they navigate to the approval information page where they can view information about the approval request and the approval history.
- Users can withdraw from the approval. When withdrawing, users are returned to the Offer tab, and the offer status is updated to Offer – Draft.
Approval in Progress: View Details Banner
Your approver wants more info. See what’s needed.
- The banner is displayed when an approver requested more information.
- When users click “See what’s needed”, they can enter comments and add files to provide the requested information. Comments and attachments are displayed in the approval history.
More Information: See What's Needed Banner
Banners for the approver
Your approval is required. See details.
- The banner is displayed when the approver needs to approve or reject the offer.
- When users click “See details”, they can view information about the approval request and the approval history.
- Users can perform these actions: Approve, Reject, Request More Information.
Approval Required: See Details Banner
We sent your request for more details. See what’s needed.
- The banner is displayed when additional information has been requested.
- When users click the “See what’s needed”, they navigate to the approval information page where they can view information about the approval request and the approval history.
More Info: See What's Needed Banner
Banners for the observer
Approvals are in progress. Info is blocked. See details.
- Observers have visibility into the approval chain. They can see which approvers have approved and with which approver the workflow is pending. They would also be able to see the full content of the approval notification which is sent to the approver. New in Redwood experience.
Approval in Progress Observer Banner
Details About the Approval
Approvers
With these enhancements:
- Recruiting users can view the approval history and approval notification information from the job offers page.
- The initiator has the confirmation from the job offer page that their approval request is sent and assigned to the approvers.
- The approver gets approval request via notification but this is an additional screen wherein they can view all the offer related information and take actions.
- Observers generally don't have any visibility to the approval request but this enhancement will help them track the approval chain in case they have access to offers and part of offer team.
Steps to Enable
You don't need to do anything to enable this feature.
Tips And Considerations
These banners are enabled by default on the Redwood job offer details page.