Want your offers to be approved before being sent out to Candidates?
Would you like that added security that all offers are accurate and reliable? No problem - be sure to check out the Vincere Offer Approval Process.
📌 Ensure offers are consistent, accurate, and meet approval before they reach candidates.
Click on the links ⬇️ to skip to the section you're interested in:
⭕ Activating the Offer Approval Workflow
To activate the approval workflow:
Go to Settings > Admin Settings.
Locate the Approval Process section and select Edit.
Once done, click on Save.
📌 Notes:
If the "Approval is mandatory" option is not enabled, the job approver will not receive an approval request email when a candidate offer is made.
Enabling the "Approval is mandatory" option will require approval for all jobs only if an approver is assigned to the job.
If no approver is set up in the "Approver" tab, approval will not be required.
⭕ Configuring Approval Options
Mandatory Approval: Choose whether approvals are mandatory for offers.
Custom Approvers: Add as many approvers as needed, such as business unit heads or line managers.
💡Pro Tip:
Set up automatic reminder emails to be sent at your specified intervals.
⭕ Setting Approvers for Jobs
Specify an approver for each job, either for existing or new roles.
Anytime a candidate is moved to the OFFERED stage by someone other than the designated job approver, an Approval Request will be required.
Please refer to the video below for your visual guidance:
⭕ Requesting Approval
When an approval is needed:
The recruiter sends an approval request through email or directly on the job page.
The job approver receives an email with job details.
Approvers can Confirm or Reject the request directly from the email or within the job.
Using the Offer Approvals Process in Vincere helps maintain consistency and reliability in offer management, particularly valuable for new recruiters or high-compliance scenarios.
⭕ How to disable Mandatory offer approvals
You can disable the approval process by
Go to Settings > Admin Settings.
Locate the Approval Process section and select Edit.
Turn off the Approval is Mandatory toggle
Once done, click on Save.
Note: Please note that turning off this feature will not disable the mandatory for jobs with current approvers.
⭕ How to remove/Change Approver in a job?
To remove or change an approver from a job, simply follow the steps below:
Open the Job Summary screen
Go to the Approval Process tab
In the Choose an approver for the job, select the approver you want to assign or select None from the Dropdown
Click Confirm
Note: The None option will not be available if you set the Approval as Mandatory in Admin Settings
⭕ How to transfer change the approver from a deactivated user?
When Deactivating a user who is assigned as an approver, the system will prompt you to transfer the pending approvals to another active user before completing the deactivation process.
Select the user you want to transfer to and click confirm.
⭕ How to check which applications have approvers?
To see all the application offer with approvers, you can click on the Offers Stage, click on the pending number and add the approval status and approver columns.
Happy Recruitment #TheVinnyWay🤩