What can this report do for you?
This report focuses on the Authorisation Policies that can be implemented within your organisation.
There are three different types of Authorisation Policy:
- Job Authorisation (or 'Job Auth' for short)
- Job Requisition (or 'Job Req' for short)
- Contract Authorisation (or 'Contract Auth' for short)
This report gives an overview of all three policies and how they are being utilised in your platform. One policy is shown per row.
Authorisation Policies are an additional feature that we can enable for you on your ATS. If you would like more information on these or you would like them enabling, please speak to your ATS lead within your organisation or your Account Manager.
Unlike the majority of our reports in Insights, you are not given the option of using the 'quick-date ranges' situated at the top of the page. Instead, you must use the Custom Filters section:
As the policies do not require a date specification, there is not date option in the Custom Filters:
Instead, you can choose
- The type of Authorisation (or 'Auth' type)
- 'Job' refers to the Job Authorisation policy - The Auth Policy Approver
- Here you'll see all approvers that have been added to any policy - The Auth Policy Fallback (this relates to the fallback approver that has been input into the policy
- Here you'll see any Fallback approvers that have been added to a policy
Once you have selected the relevant filters (if applicable), click 'Submit'.
If you do not choose to add a filter, the page will look something like this:
The columns presented show you several bits of information:
- Policy ID - a unique ID given by the platform, to a specific policy
- This ID is automatically generated when a policy is created in the ATS - Policy Name - the name specified on the policy by the creator
- Policy Type
- Policy Staggered
- This relates to when the policy is being created, if the creator has chosen for all approvers to be contacted all at the same time or in order
- The 'Staggered' title of this column indicates if the approvers are contacted in order.
Further over to the right of the report, the other columns presented include:
- Policy Created By
- Policy Approver total
- This is how many approvers are attached to that particular policy - Policy Auth total
- How many times the approver(s) attached to a policy have approved a job, job requisition or contract - Policy Created at (date)
- Policy Updated at (date)
- Policy Deleted at (date)