2606667 - How to configure predefined Offer Approval workflow? - Recruiting Management

• Is it possible to automatically populate the approvers for an Offer Approval?
• Is there a specific Route Map configuration available for Offer Approvals?

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SAP SuccessFactors Recruiting Management

Yes, this is possible. The approvers are defined within the Offer Approval template configuration.

There are two ways to configure the predefined approvers:

1. Through self-service Manage Templates feature in Admin Center – see Configuring Predefined Approvers for the steps.
2. Through XML template – this requires assistance from implementation partner or SAP Professional Services.
   • To create a predefined Offer Approval workflow, add the <offer-approvers> section at the end of the Offer Detail XML, before the </offer-detail-template> closing tag.
   • Below shows a sample XML code to automatically populate approvers with roles such as Hiring Manager and Department Head. Other roles can be configured similarly. For more details, please refer to See Also section.
     • <offer-approvers editable="true" reorder="true"> ⟶ "editable=true/false" determines if user can add or delete steps from the predefined approvers
          <offerApprovalStep id="hiringManager" editable="false" editInvalidUser="true"> ⟶ "editable=true/false" determines if user can change this specific approver
             <field-label><![CDATA[Hiring Manager]]></field-label>
             <field-label lang="en_US"><![CDATA[Hiring Manager]]></field-label>
             <default-user type="role"><![CDATA[G]]></default-user>
          </offerApprovalStep>
          <offerApprovalStep id="departmentHead" editable="true" editInvalidUser="true"> ⟶ see NOTE below
             <field-label><![CDATA[Department Head]]></field-label>
             <field-label lang="en_US"><![CDATA[Department Head]]></field-label>
          </offerApprovalStep>
       </offer-approvers>
   • NOTE:
     • editInvalidUser=true/false determines whether the approver field becomes editable when an invalid role/user is selected for a specific Offer Detail template. This applies when the selected role does not exist on the requisition or when the default user is inactive.
     • This setting is configured at the individual workflow step level and does not apply to the entire workflow. 

Users can re-order approvers by clicking the up and down arrow icons next to the "Add Another" option.

Implementation Guide: Configuring Predefined Approvers

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