Introduction

Eightfold now supports granular, entity-level control over approval workflows for Positions and Offers. Admins can independently enable or disable approvals for each entity, configure conditional skipping based on intake form values or the template used, and prevent users from manually circumventing skip logic by adding approvers.

Independent approval controls for Positions and Offers

Only roles with admin permissions can perform this action.

1. Navigate to: Admin Console → Talent Tracking → Position → Settings → Approval → Configuration
   
2. Toggle on Enable position approval workflow: Controls approvals for Positions only.
   
3. Navigate to: Admin Console → Talent Tracking → Offer → Settings → Approval → Configuration
   
4. Toggle on Enable offer approval workflow: Controls approvals for Offers only

System behaviour when approvals are disabled

• If position approval workflow is disabled: Approval workflows cannot be created in the Admin Console. No approvers are added to the approval step. Position can be moved directly to Approved after Draft.
  
• If offer approval workflow is disabled: Offer approval workflows are disabled. Approval workflows cannot be created in the Admin Console. No approvers are added to the approval step. Offer can be moved directly to Approved after Draft.

CRITICAL STEP: Completely Removing the Approval Page UI

If you use the toggles in Step 1 to entirely disable Position or Offer approvals, the underlying data form still thinks the UI page exists. You must contact Eightfold Support to have the "Approval" page removed from the backend configuration. This ensures your users are routed directly from the Intake Form to the final Review step without hitting a blank approval screen.

Skip approvals based on conditions

While conditional skipping on the default workflow remains supported, this feature introduces the ability to use Template ID as a trigger and skip condition field. This enhancement allows approval logic to be driven directly by the specific template used to create a Position or Offer, providing more automated and granular control over when workflows are bypassed.

You can find the Template ID at: Admin Console → Talent Tracking → Position or Offer → Templates → Open any template → Template ID in the URL

Disable Approver Addition when skip condition is met

A new toggle in the Approvals settings panel prevents users from manually adding approvers when a skip condition is triggered — ensuring the skip logic cannot be circumvented. Navigate to: Admin Console → Talent Tracking → Offer→ Settings → Approval → Configuration → Disable Approver Addition when skip condition is met

When set to true, the approver addition UI is blocked for any step where a skip condition has been triggered.

Skip condition logic

Skip conditions follow the same rule engine as workflow triggers. Conditions can be combined with AND logic and nested up to one level deep. Conditions can reference:

• Any intake form field value (Position or Offer)
  
• Template ID (new)

💡 Configuring a skip condition on the default workflow is the only way to fully bypass the approval process for a given record. This is by design and gives admins a controlled escape hatch.

Skip Condition Mechanism (Pre-Feature)

Conditional skipping of approval flows was supported before this feature via the default workflow's skip conditions:

• Navigate to the default workflow and define skip conditions.

• When an approval check runs and no matching workflow is found, the system falls back to the default workflow.

• If the skip conditions match, no approvers are surfaced and the approval step is bypassed.