Engagement Settings

These settings appear if you select Engagement as the module type for an approval routing.

Note: If engagement approval workflow is enabled, a client manager can modify an estimated end date that is already approved when assigning a candidate to a staffing request. Modifying the estimated end date triggers the approval routing. If the engagement approval routing is not used, the estimated end date is read only.


Setting	Description
MSP Add / Remove Approvers	Toggle the switch to allow the MSP for the client organization to add or remove an approver anywhere in the approval chain. This setting also allows an MSP to take action on behalf of an approver.
MSP Restart Approval	Toggle the switch to allow the MSP for a client organization to restart an approval (single or multiple approvers) if an approver rejects an item.
MSP Approve / Reject Approval	Toggle the switch to allow the MSP for the client organization to approve or reject the entire approval chain (single or multiple approvers).
MSP Review and Modify Approvals	Routes all items to the MSP for the client organization to review. Also routes the addition of an approver to a chain for approval.
MSP Final Approval	Final approval after approval chain is completed is routed to the MSP for final approval, and after the supplier has accepted the engagement details/revisions (if configured). This setting is used so the MSP can perform manual tasks before the request is converted to an engagement.
Display Converted Approval Amount	If currency conversion is enabled, toggle the setting to display the converted amount to the MSP.
Onboarding	Use the radio buttons to determine if approval routing can happen while any required onboarding is being completed. Select from the following: Start routing immediately when a candidate is assigned to a staffing, payroll or managed services engagement - Engagement remains in a 'Pending' status until the required on boarding items are completed and the approval/acceptance is confirmed. Start routing after on boarding is completed for a staffing, payroll or managed services engagement - Approval/Acceptance routing is not started until all required onboarding items are completed. For more information about on boarding items, see On/Offboarding Items.
Client Approver Add / Remove Approvers	Toggle the switch to allow the client manager assigned as an approver to add or remove an approver anywhere in the approval chain.
Hiring Manager Add / Remove Approvers	Toggle the switch to allow the hiring manager on the request to add or remove an approver anywhere in the approval chain.
Hiring Manager Restart Approval	Allows the hiring manager on the engagement to restart the approval routing if the routing has been rejected. If enabled, the hiring manager can click Restart. Email notifications for the restart are sent to the MSP on the engagement and managers in the approval routing. Note: Enabling this setting also enables the setting for the hiring manager's delegates.
Display Estimated Annualized Cost	Displays the estimated annualised cost of the request in the client manager view.
Display all cost Amounts in USD	Displays all cost amounts in U.S. Dollars.
Display Approval Flag	Toggle the switch to warn the approver when the bill rate percentage is exceeded. The bill rate is for a job type and location is defined in the supplier contract. It can be edited in the engagement if you have the correct permissions. For more information about permissions, see Users and Permissions.
Enable Work Orders	Enables the work order workflow for an engagement. Work orders can be required to be signed electronically before an engagement begins, or you can allow an MSP to skip the required signing. See Work Orders. Note: Skipping the eSigning of a document does not negate the requirement for the signed document. The system still requires a signatory to eSign the work order. Work orders are routed to required signatories via DocuSign™. Work order documents must be manually attached to a request by an MSP. See Add Work Order for Approval. Note: There must be a work order template defined at the OpUnit level. Note: If both supplier acceptance and work order routing is enabled, the system looks for a work order template at the OpUnit level to route. If no template exists, then the system uses the supplier acceptance routing.
Allow MSP to skip e-Sign	Enables the option in the Approvals tab for an engagement in the MSP view. Skipping a work order only allows the engagement to be filled. The system still requires the signed document.
Enable Supplier Acceptance	Requires the supplier to accept or reject the details as the last step in the approval process, after client approval is received, but before the engagement is filled. See Supplier Acceptance. You can define which client country locations to apply a supplier acceptance routing to. Select the country from the Enable for Specific Work Location (onsite/offsite) Country drop down list. Note: If both supplier acceptance and work order routing is enabled, the system looks for a work order template at the OpUnit level to route. If no template exists, then the system uses the supplier acceptance routing.
MSP Acceptance or Reject on behalf of the Supplier	Allows the MSP for the engagement to accept or reject the details as the last step of the process after client approval, but before the engagement is filled.
Notify MSP of Approval or Acceptance	Toggle the switch to filter the approval/acceptance notifications. Sends notification to the MSP for the client organization of approvals/acceptances only once after supplier acceptance, both after final client approval and supplier acceptance (if an approval chain (multiple approvers) is used, the MSP is notified twice, when the final client approval is received, and when the supplier accepts the details. The final approver can be an approver anywhere in the chain that rejects an item), or after each client approval and after supplier acceptance (notifies the MSP if any approval and acceptance action is taken)
Schedule Approval/Acceptance reminders	Toggle the switch to configure the frequency of the automatic reminders when an approval/acceptance action is pending. In the area field, enter the number of days to send a notification after the initial notification is sent.