In order for a workflow to be available for recruiters to select in the Select Workflow drop-down list of the Create/Edit Offer form, you must do the following:
- Assign the workflow to the Offer Letter form and parent feature in Workflow Administration > Role Privileges, and specify which roles have access to the workflow.
- Note: This is the same process that must be performed for standard offer letter workflows. See Assign Workflows to the Offer Letter Form.
- Enable the Create Workflow in Offer Letter role feature below the Recruiting > Recruiting > Actions > Offer Letter role features in the Features tab of System Admin > Roles.
- The Create Workflow in Offer Letter role feature provides an additional layer of security to workflows that allow users to select approvers. When this role feature isn't selected for a role, the Select Workflow setting of the Create/Edit Offer form only includes standard workflows.
- Users cannot see workflows that contain the Route To All from a List node, even if their role has access to these workflows in Workflow Administration > Role Privileges. This prevents them from seeing the Workflow Approvers field which is only displayed when users select a workflow that contains Route To All from a List node.
- If you enable the Create Workflow in Offer Letter role feature for a role, users can see standard workflows and workflows that have the Route To All from a List node.
- Note: In order for users to see a workflow for defining approvers, their role must also have access to it in Workflow Administration > Role Privileges.