New Job Offer Requirements

Offer approvals are a great way for users to notify your back office team that new onboarding paperwork is needed. This creates a check and balance between your sales/recruiting team and your back office team. Simply select what information must be filled out prior to submitting an offer and notifying your back office users. If information is entered incorrectly then your back office team can reject the offer and provide the user with what needs to be updated in order for the offer to be approved!

Customize which fields are required to move an applicant to an Offer stage type.

Add or remove New Offer Requirements

1. Click on Account & Settings.
2. Click on Table Editor.
    
3. Use the search bar in the upper left to locate the New Offer Requirements option.
4. On the right you will see a list of options that can be added as requirements for new offers. Use the checkbox next to each item to select as many as desired.
5. Click on the Save button.
6. A pop-up will appear in the upper right letting you know the new offer requirement has been successfully updated.

Example of New Offer Requirements

When offering a job to a Talent, the new requirement(s) will need to be completed before proceeding.

1. Go to a Job's record
2. Click on the View Talent Screen button
3. Go to the Nominated Section
4. Choose an option where the Nominate Stages (Item Type) = Offer 
   1. The options may vary based on how the system is set up.
5. Fill out the required information
6. Click on the Submit button

The example below required the Currency field to have a value.

How Markup and Offer Details Are Populated

When starting a Talent on a job from the Nominate bucket, the system pulls the OT markup, DT markup, and Markup% from the Custom Job Order Template. The bill rate is then updated based on the entered pay rate.

When changing a Talent stage in the Nomination Bucket to generate an Offer, the offer details are pulled from the job level itself (Job Details page). This means the values configured in the Operations and Financials section will automatically populate the rates in the offer details.