Set up New Offer Requirements (Table Editor)

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

    Account Settings - Table Editor.gif

  3. Click on New Offer Requirements tile
  4. Click a checkbox to require a field
    1. Unclick a checkbox to make the field not required
  5. Click on the Save button
  6. Click on the Close button

New Offer Requirements - Update - Save.gif


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

Job - Talent - Job Offer - Required fields.gif


Example below required the Currency field to have a value.


Articles in this section

Was this article helpful?
0 out of 0 found this helpful