Job Approval Request

Description

This template organizes the job approval process into four major sections:

1. Job Details – Includes fields for job title, summary, team, manager, location, type, and grade.
2. Justification and Business Need – Captures the reasoning behind the request, its business impact, and risks of not hiring.
3. Financial Information – Tracks estimated salary, benefits, cost to company, budget code, and currency.
4. Approval Information – Supports checkboxes and name fields for required approvers (Department Head, Finance, HR, Management).

A visual badge dynamically updates to reflect the approval status based on completion of required fields. Once all approvers mark their sections, the status automatically turns to “YES” with a green indicator. Color-coded logic and locked sections preserve data integrity and support easy form navigation.

Key Data Stored

• Job Title and Summary – Describes the role and its responsibilities
• Department and Manager – Links the position to a team and supervisor
• Job Type and Location – Includes dropdown options like Full-Time, Contract, etc.
• Skills and Qualifications – Required and preferred competencies for the role
• Reason for Request – Business context such as growth, backfill, or new initiative
• Business Impact and Risks – Strategic value and consequences of leaving the role unfilled
• Salary and Benefits Estimates – Proposed ranges and total cost to company
• Budget Code – Internal account or cost center
• Approval Fields – Checkboxes and comments for approvers from HR, Finance, Department, and Management
• Approval Badge – Visually indicates if all required approvals are completed

Business Use Cases

• Workforce Planning – Formalizes new role creation and ensures alignment with business goals and budgets
• Hiring Controls – Provides finance and HR visibility into compensation and resource impact
• Internal Audit and Compliance – Creates a consistent record of job requests for review and traceability
• Cross-Department Collaboration – Brings HR, finance, management, and team leads into one coordinated process
• Budget-Conscious Growth – Allows companies to manage headcount expansion with clear financial data

Why This Template is Powerful

• Multi-Stage Approval Logic – Automates status based on checkbox inputs from key stakeholders
• Structured for Collaboration – Supports concurrent review from department heads, HR, and finance
• Financial Transparency – Captures cost details and links them to budgeting codes
• Visually Guided – Clear section headings, badges, and locked formatting help streamline form use
• Scalable and Repeatable – Can be cloned for any department or team looking to request a new position

This template transforms job approval into a transparent, auditable, and collaborative process—ensuring every headcount addition is justified, budgeted, and endorsed.