Assessment approval
How the assessment design is reviewed and approved before launch — states, approval policies, and who can approve.
Assessment approval
Before an assessment can be launched, its design can go through an approval step. The problem set and the launch-controlled fields are reviewed by an authorized approver — or, under a dual-approval policy, by both a recruiter and a hiring manager — so that what candidates receive has been looked at by the right people.
Approval is optional at the workspace level and is shown as a panel on the assessment detail page when it is in effect.
Why approval exists
Approval separates designing an assessment from authorizing it:
- The person who builds a screen may not be the person who signs off that it is fair and ready to go out.
- A second (or second-and-third) set of eyes catches a wrong problem, a missing language, or a problematic time window before a candidate sees it.
- The approval history records who reviewed what, when, and with what comment — so "why was this screen approved this way" is answerable later.
How an assessment moves through approval
Approval states
| State | What it means |
|---|---|
| Draft approval | The assessment has not yet been sent for approval. |
| Reviewed | An approver has looked at it; it is awaiting the decision (or a second approver under a dual policy). |
| Approved | The design has been signed off and can be launched. |
| Ready for launch | The approved design is locked for launch and sending invitations. |
| Changes requested | An approver sent it back for edits, with a comment explaining what to change. |
| Approval stale | The assessment was edited after approval, so it needs to be approved again. |
Approval policies
An assessment uses one of two policies:
| Policy | Who must approve |
|---|---|
| Single approval | One authorized approver. |
| Dual approval | One recruiter and one hiring manager each approve. |
Under dual approval, the panel shows which roles have approved and which are still outstanding (for example, "waiting for a hiring manager approval"), so it is obvious what is left to do.
What you can do
Depending on your role and the current state, the approval panel offers up to three actions:
| Action | What it does |
|---|---|
| Request approval | Sends the current design for review. |
| Approve assessment | Signs off on the current design (available to an eligible approver). |
| Request changes | Sends the design back with a required comment explaining what must change before approval. |
Each action can carry a comment. A comment is required when requesting changes, and optional otherwise. Every action is recorded in the approval history.
Who can approve
Approval is performed by authorized approvers — recruiters and hiring managers who have been given that responsibility for the workspace. The panel shows the roles that have already approved and the roles still required. If you are not an eligible approver, you can continue safe preparation (the candidate list, the invitation email, reminders) while an eligible approver completes the step.
See Roles and permissions for how the approver role relates to the admin and recruiter roles.
Approval history
The panel records the approval trail: who acted, what they did (proposed, reviewed, approved, requested changes, locked, re-opened), when, and any comment. Only recent entries are shown in the panel; it is the record of how the design reached launch.
Editing after approval
If the assessment's design is changed after it has been approved, the approval state becomes Approval stale and the design must be approved again before launch. This prevents a screen from shipping a change that nobody re-reviewed.