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Setting Up and Managing Position Approval Flows in ClayHR

Position approval flows in ClayHR help organizations ensure that new or modified positions are reviewed and approved by the right people before they are finalized. This guide will walk you through:

1. How to set up an approval flow
2. How to create multiple flows for different use cases
3. How to link specific approval flows to different positions

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1. Setting Up a Position Approval Flow

Follow these steps to create your first approval flow:

1. Go to:⚙️Top Right Configuration Menu >> Hiring >> Position Configuration >> Position Approval Flows.
2. Create a New Flow
   Click Add New Flow and give it a descriptive name (e.g., Manager + HR Approval).
3. Define the Steps
   • Add each approver in the order they should review the request.
   • You can assign approvers by role (e.g., HR Manager), User Groups or specific person.

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2. Setting Up Multiple Approval Flows

ClayHR allows you to maintain more than one approval flow so you can match the process to your organization’s structure and compliance needs.

Examples:

• Executive Roles Flow: Department Head → HR Director → CEO
• Entry-Level Roles Flow: Hiring Manager → HR Specialist
• Temporary Roles Flow: Project Manager → Finance Lead

Benefits of Multiple Approval Flows:

• Tailor approval rigor to position seniority or sensitivity.
• Reduce bottlenecks for simple, low-risk positions.
• Ensure critical roles get thorough oversight.

To add more flows, simply repeat the steps in Section 1, naming and structuring each flow for its purpose.

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3. Linking Approval Flows to Specific Positions

Once you have one or more approval flows, you can assign them to positions so the right process is triggered automatically.

Steps to Link a Flow:

1. Go to Positions >> Information Tab >> Edit Position Button >> Position Approval Flow.
2. Select the position you want to configure.
3. In the Approval Flow section, choose from your available flows in the dropdown list.
4. Save your changes.

Pro Tips:

• When creating a new position, you can assign the flow right during setup.
• You can change the assigned flow anytime if your approval structure changes.
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Summary
ClayHR’s flexible position approval flow system lets you design one or more processes, then link them to positions so approvals are consistent, efficient, and tailored to your organization’s needs.

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