> For the complete documentation index, see [llms.txt](https://help.smartcv.co/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.smartcv.co/create-approval-workflow.md).

# Create Approval Workflow

**Starting an approval workflow**&#x20;

For Requisitions, the approval process begins when the Requisition is submitted.&#x20;

At that point:&#x20;

1. the Requisition changes to Pending Approval;&#x20;
2. the required approval steps are created;&#x20;
3. the first approval level becomes active;&#x20;
4. the relevant approvers can review the request.&#x20;

The workflow then progresses automatically according to the configured approval levels and rules.&#x20;

See Requisitions for more information about submitting and managing a hiring request.&#x20;

<figure><img src="https://834622186-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-Lf1c4bGTEs3T7jNosdZ%2Fuploads%2FYoHBk9RADwaEKJGX6vim%2Fimage.png?alt=media&amp;token=5d0da6fa-1785-4543-91f8-66dda5e001b7" alt=""><figcaption></figcaption></figure>

<figure><img src="https://834622186-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-Lf1c4bGTEs3T7jNosdZ%2Fuploads%2Fv87pCpFP18ElY374DM3x%2Fimage.png?alt=media&amp;token=bbc58b88-2343-41bb-a924-a1765b76eaa5" alt=""><figcaption></figcaption></figure>

Once an approval process starts, the approval structure used for that request is preserved.&#x20;

This is important because Approval Workflow templates may change over time.&#x20;

<mark style="color:purple;">For example, an administrator might later:</mark>&#x20;

* <mark style="color:purple;">add another approval level;</mark>&#x20;
* <mark style="color:purple;">change an approver;</mark>&#x20;
* <mark style="color:purple;">change an approval rule;</mark>&#x20;
* <mark style="color:purple;">modify the name of a level.</mark>&#x20;

These later changes should not alter an approval process that has already started.&#x20;

Worklife Recruit therefore keeps the approval steps and approvers associated with the individual request, preserving the approval structure used when it was submitted.&#x20;

**Approving a request**&#x20;

When an approval level becomes active, the assigned approvers can review the related Requisition.&#x20;

An approver can approve the request and optionally provide a comment.&#x20;

What happens next depends on the approval rule.&#x20;

For an Any One level, one approval is sufficient to complete the level.&#x20;

For an All level, the system waits until every required approver has approved.&#x20;

When a level is completed, the next approval level becomes active automatically.&#x20;

If there are no further levels, the Requisition becomes Approved.&#x20;

**Rejecting a request**&#x20;

An approver can reject a Requisition when changes are required or the hiring request should not proceed in its current form.&#x20;

When a rejection occurs:&#x20;

* the current approval process stops;&#x20;
* the Requisition becomes Rejected;&#x20;
* the decision is recorded in its approval history.&#x20;

The responsible user can subsequently modify the Requisition and resubmit it if appropriate.&#x20;

This avoids forcing users to create a completely new request after every rejection.&#x20;

**Skipped approvers**&#x20;

In an Any One approval level, one approver may complete the level before the other assigned approvers take action.&#x20;

The remaining approvers can therefore be marked as Skipped by the workflow.&#x20;

Skipped does not mean that the user approved or rejected the request. It simply means that their action was no longer required because the approval rule had already been satisfied.&#x20;

For this reason, skipped approvals are not presented as personal decisions in the user’s Approval History.&#x20;

<figure><img src="https://834622186-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-Lf1c4bGTEs3T7jNosdZ%2Fuploads%2FwrotdED7Mlarv0Pb6eAl%2Fimage.png?alt=media&amp;token=ad3a8570-e223-4b60-b160-53676674d7cc" alt=""><figcaption></figcaption></figure>

**My Approvals**&#x20;

Any user assigned as an approver can use My Approvals to manage requests requiring their attention.&#x20;

<figure><img src="https://834622186-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-Lf1c4bGTEs3T7jNosdZ%2Fuploads%2FxoTBYK1Wwgu9EaB2bPR2%2Fimage.png?alt=media&amp;token=a66832c9-f176-47fd-af4e-967cc4a473d7" alt=""><figcaption></figcaption></figure>

The Pending Approvals view shows requests where the user currently needs to take action.&#x20;

The Approval History view shows the user’s previous actual decisions:&#x20;

* Approved;&#x20;
* Rejected.&#x20;

<figure><img src="https://834622186-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-Lf1c4bGTEs3T7jNosdZ%2Fuploads%2FZyX7mTA6NgX6YwvtPsnz%2Fimage.png?alt=media&amp;token=0c35de53-c002-4a72-a332-01581b535573" alt=""><figcaption></figcaption></figure>

Automatically skipped actions are excluded from the personal history.&#x20;

This provides each approver with a simple personal approval inbox without requiring the user to manage the entire Hiring Plan or Requisition process.&#x20;

Approval comments and history&#x20;

Approval actions can include comments.&#x20;

The approval history provides visibility into the decisions made throughout the workflow, including:&#x20;

* approval level;&#x20;
* approver;&#x20;
* decision;&#x20;
* date;&#x20;
* comment.&#x20;

This helps HR and managers understand how a request progressed and provides a clear record of the internal approval process.&#x20;

**Reusable workflows**&#x20;

Approval Workflow templates are particularly useful when the same approval process applies repeatedly.&#x20;

For example, an organization could maintain different workflows for:&#x20;

* standard recruitment requests;&#x20;
* senior-management hires;&#x20;
* specific departments;&#x20;
* requests requiring additional management approval.&#x20;

The appropriate workflow can then be selected without manually rebuilding its approval structure.&#x20;

**Relationship with Hiring Plans**&#x20;

Approval Workflows operate on individual Requisitions rather than replacing Hiring Plans.&#x20;

The three concepts serve different purposes:&#x20;

Hiring Plan \
Defines the broader recruitment plan.&#x20;

Requisition \
Represents a specific request to hire.&#x20;

Approval Workflow \
Defines who must authorize that request and in what sequence.&#x20;

Together they provide a structured process:&#x20;

<mark style="color:$primary;">Plan → Request → Approve → Recruit</mark>&#x20;

Importantly, the system does not require every recruitment process to begin with a Hiring Plan. Hiring Plans provide the planning layer where required, while Requisitions and Approval Workflows manage specific hiring requests and their authorization.&#x20;

**Related Help**&#x20;

* Hiring Plans – Learn how to organize and monitor future recruitment requirements.&#x20;
* Requisitions – Learn how individual hiring requests are created, submitted, approved, rejected, and resubmitted.&#x20;
