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Creating and editing Approval Chains

  • Updated
Pequity Offers make it easier than ever to get your offers approved. With automated approval chains, Approvers are notified when they have an offer to approve, can actively track offer progress in Pequity, and can collaborate in offer comments and notes.
 
NOTE: Only Company Admins are able to setup, create, or edit approval chains in settings or in-flight approval offers. Editing existing approval chains are the exact same process, just click the name of the approval chain you wish to update and follow the steps.
 

Approval Chain Setup & Edit

  1. In Pequity, navigate to the "Settings" tab from your dashboard or the left-side menu

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  2. Scroll down to "Edit Approval Chains"

                                                        Screen_Shot_2023-05-26_at_2.52.48_AM.png

  3. Click + Create Approval Chain button

    Screen_Shot_2023-05-26_at_2.53.26_AM.png

  4. Use "Criteria" to set up your approval chain triggers using:
    • Job Family Group
    • Levels
    • Regions/Locations
    • Ranges
      *If you don't make selections in a particular group all options are added for that group
      Screenshot_2023-02-24_at_4.10.06_PM.png

  5. Next, start setting up your Approver Steps. You can include multiple steps and Groups of approvers using the following approval types:

    • Auto Approve: Exactly what it sounds like! Once you submit an offer for approval, it will be auto-approved regardless of criteria.
    • Parallel Approval: Create and/or scenarios within a single approval step with either a single approver or Group of multiple approvers. Once the offer is submitted, an email will be sent to all approvers on the step, and they can approve in any order.
    • Sequential Approval: Approvers will approve in the order that they are added in the approval chain. ie Step 1 Approver must approve the offer before Step 2 approver on the chain will receive an email and link to review and approve the offer.
6. Name your Approval Chain to make it easier to find, then click "Save"
 
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⚠️ Each Approval Chain must be unique.
If combined Criteria (Job Family Groups+Levels+Regions/Locations+Range Portion) overlap with existing approval chains, the tool will prohibit you from saving the new one. 
 
You're all set! If you're having any trouble with setting up approval chains, connect with us at support@getpequity.com. 
 
 

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