Skip to main content

Important system message. Read More

View Alert [ close x ]
Content Starts Here
< Back

Article

Configuring Approver Searches

Release: 16.3

View As PDF

Overview

User admins may configure the search generated when a recruiter or hiring manager searches for an approver for a candidate, offer, job, or iForm. These searches are controlled by default search templates available only for user admins to access and edit.

These search templates also determine the results that will appear for user admins when creating specific kinds of Global Approval Lists. For additional information on creating a Global Approval List as a user admin, please refer to the Creating and Editing Global Approval Lists article.

Configuring Approver Searches

Warning: The steps below are only accessible by user administrators; contact your organization’s user admin for assistance updating approver searches.
 
An image that highlights the search results contained within the Add Approvers dropdown field.
Edit the approvers made available within the Add Approvers dropdown by following the process below.
  1. Select Search from the menu bar, and then select Person. Finally, select the other Person option from the submenu.
  2. Select the desired search template (Default Candidate Approval Search, Default iForm Approval Search, Default Job Approval Search, or Default Offer Approval Search) to view its existing criteria.
Tip: If your organization’s approver searches were previously configured to return hiring managers only, this will be reflected in the relevant search templates. (Otherwise, the templates will be blank.)
  1. Modify the template criteria as desired, then click the Save icon beside the Search Template dropdown.
  2. On the Save Search Template popup, click Overwrite Existing Template and check that the correct template has been selected from the Template dropdown. Finally, click Save to finalize your changes and update the template.
Example: If your organization would like only active hiring managers displayed in the approval search for Jobs Approvals, for example, you would do the following:
  1. Follow steps 1 and 2 above, then click Add Filter in the Person Search: Filters section of the search form within the Define Additional Filters section.
  2. Search for Folder. Select Person Folder (Filter > Contact Tab > Person Folder), and then click Add Selected.
  3. Select HM:Active from the list of folders.
  4. Click Search at the top of the search form to preview the results.
  5. Once satisfied, click the Save icon beside the Search Template dropdown to save your changes.
  6. On the Save Search Template popup, click Overwrite Existing Template and check that the correct template has been selected from the Template dropdown. Finally, click Save to finalize your changes and update the template.