Creating an Offer

This article will guide you on how to create an offer to the candidate.

 

Based on company settings offers might require approvals.

 

  • To create an offer select the Offer tab in the candidate profile.

 

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  • This will now take you to the Offer Editor page where you will need to populate all of the fields required by the company.

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  • At the bottom you are allowed to attach the candidate documents before approvals.
  • The next step will be to select the list of approvers.
    (Based on company approval settings there will approvers already selected based on role, pre-made approval chains or approvers that you will need to select to have the offer approved.)

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  • After selecting the approval chain you can adjust the offer approval notification setting.
  • Once satisfied with the approval chain select submit to start the approval process.

 

To view the history or the status of the approval select Manage Offer.

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At the bottom of the page there will be a section labeled Offer Approval History. This section will allow you to review the approvers date response and attempts.

 

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After the having the offer approved the manage offer section will display the candidate's current offer status.

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