Managing offer letter approval

Introduction

Approving offer letters often requires coordination across HR, finance, and department heads. If handled manually, this back-and-forth can slow down the hiring process.

Keka makes it simple by letting you set up flexible approval workflows. These can be as straightforward as a single approver or as detailed as a multi-level approval chain. You can edit and adjust these workflows anytime based on your organization’s structure, departments, or offer types.

This guide walks you through creating and modifying offer letter approval workflows.

Managing Offer Approvals

To create a new approval workflow for offer letters:

Go to Org in the top menu.
Select Onboarding.
Click Settings.
On the right side, click + Create Offer Template.

You’ll be taken to the Offer Letter Template setup page.

Enable Approval Workflow

Toggle the Workflow Approval switch to On.
From the Select an Action dropdown, choose Approval.

Add or Remove Approval Steps

To add more approvers, click + Add Step.
To remove a step, click the Delete icon.

When your approval flow is ready, click Continue to save and proceed.

Modifying Offer Approvals

Go to Org > Onboarding > Settings.
Find the template you want to make changes.
Click the three dots to edit, delete, or clone the template.

Notes, Tips, and Best Practices

Tip: Start with a simple approval chain, then expand as needed. For example, begin with HR, then add Finance and Department Head if required.

Important: Any changes you make to an approval workflow will apply the next time the offer letter is generated.

That’s it! You now know how to create and edit offer letter approval workflows in Keka. Still have questions? Contact our product experts through the Keka support portal for more help.