/
Approve requests and candidacies

Approve requests and candidacies

Note: An end-user will see this flow in one of two scenarios:

  • If they do not have “Recommendation config” enabled in configurations – see more here.

  • If they have “Recommendation config“ enabled and have reached the required minimum recommendations needed – see more here.

Once a candidate profile has been created, the end-user will need to make an approval request. Above your newly created profile, you will see the following banner:

Screenshot 2025-01-13 at 08.59.14.png

 

  1. Click on the “Ask for approval” button to request approval for the profile. The profile will only be published publicly upon approval by an administrator.

  2. A pop-up screen will appear with a button stating “Submit new request.” Click this button and, once a textbox appears, leave the box empty and click “Send approval request.”

Screenshot 2025-01-13 at 09.00.14.png

  1. Once you do that, you will be presented with an overview of your request and its status (indicated by the yellow “Pending” box).

Screenshot 2025-01-13 at 09.00.42.png

 

In the backend of Candidacy, you should see a request waiting for approval.

Screenshot 2024-07-31 at 13.14.59.png

  1. Click on the “Requests” tab on the left-hand side menu.

    1. Here, you will see who has requested approval, the request message, the status/decision of the approval, who has given approval (if given), and when it was requested.

Screenshot 2025-01-13 at 09.02.23.png

  1. Click the magnifying glass button, Screenshot 2024-07-31 at 13.18.07.png, of the candidate you wish to approve.

Screenshot 2025-01-13 at 09.02.46.png

If the candidate’s profile meets all requirements, then click the green “Accept request” button. When a request is accepted/approved, the system will automatically send a message to the candidate stating: “Your candidacy profile has been accepted.“ However, if something is missing or the profile is not ready yet, you can opt to write a message to the candidate and select “Reject request.”

  1. For this guide, click Screenshot 2024-07-31 at 13.23.30.png.

  2. Return to the “Requests” overview and you can see that the candidate’s John Doe request is now “Accepted”.

approval.png

When a candidate makes further edits to their profile after approval, a new review prompt will appear in the backend:

  • “Acknowledge” the changes means that the changes made to the profile are acceptable, and thus the candidacy profile maintains its “Approved” status.

  • “Disapprove” the changes, in contrast, means that the changes are not acceptable and the candidate’s profile will now be rejected (ie. have the status of “Latest review rejected“).

    • In this case where the approval is revoked, the candidate will need to go through the approval process again.

    • Additionally, when the list of candidates is already public, a “disapproved” candidate profile will be removed from the publicized list – read more about the publishing phase here.