The Job Notes feature now supports a flexible job approval process that keeps your team aligned before publishing a job post.
This guide will show you how to set up and use Job Notes effectively using custom user types and collaborative handoffs.
Step 1: Create Custom User Types
To enable a multi-step job approval workflow, start by creating Custom User Types in your settings.
Navigate to the Settings icon (gear icon) in the top left corner. Click on User Types & Permissions under Company.
Example User Types might include:
Hiring Manager: Creates or duplicates job posts
Recruiter: Edits the job post but does not publish
Finance/Budget Manager: Adjusts salary or compensation details
Compliance Officer: Reviews credentialing requirements
Director of Nursing or HR Director: Final approver who publishes the job
Step 2: Add a Job Note to Begin the Review Process
Once a job is created, the review process can be initiated:
Navigate to the Jobs page and locate the Job Notes icon on the job post.
Type your note in the text box and assign the note to the next review. Additionally, assign a due date to keep things moving.
Click Save Note.
The assigned user will receive an email notification, and a red dot will appear on the job notes icon.
Step 3: Collaborate Through Job Notes
Each assigned team member will receive email notifications and due dates, keeping tasks moving along the workflow. A red dot will also appear on the Job Notes icon, indicating an incomplete task on the job post.
Once the task gets to the final approver, they will receive an email notification and can click Publish once the job post is ready to go live.