Purpose

Let employers self-register on your exchange while you keep approval control.

Overview

This is a self-service way for employers to join your exchange. Employers fill in a signup form, and your team reviews each request from a single queue. You can approve, reject with a reason, or place the request on hold and ask the employer to update specific fields. Approval automatically provisions the employer's workspace and sends them a welcome email.

Why it matters

• Employers can start the process themselves without waiting for a sales handoff.
• Your team keeps full control over who joins the exchange.
• Built-in on-hold and Requesting Info options let you recover incomplete submissions instead of rejecting them.
• Every decision is logged with the admin's identity and timestamp, so you have a clean audit trail.

How it works

1. An employer opens your exchange's signup page and submits their company and contact details.
2. The platform creates a Pending Review record, sends the employer a confirmation email, and notifies your admin team.
3. An admin opens the review queue, reads the submitted details, and chooses Approve, Reject, or On Hold.
4. On approval, the platform provisions the employer's workspace, creates their admin login, and emails them a welcome message with a link to create their first position.
5. On rejection, the platform sends a templated email that includes the reason you selected.
6. On hold with Requesting Info, the employer gets a unique link to resubmit specific fields and the request returns to the queue for re-review.

Frequently asked questions

How long does an employer wait for a decision?

It depends on your review cadence. Most teams set an internal SLA of one or two business days.

Can we customize the signup form per exchange?

Yes. The list of fields, which are required, and which can be modified after submission are all set in the hiring company account provisioning configuration for each exchange.

What if the employer types the wrong company name?

Use the On Hold action with the Requesting Info reason and select the fields you need them to fix. They'll get a one-time link to update only those fields.