Job Offer Approval

Overview

Updated 01/31/2023

The Job Offer Approval process allows users to send offer details to Managers and internal users in one streamlined process. When a Candidate is moved to an Offer Approval stage, offer detail fields will auto-appear. You will also have the option to set up commission allocation. 

Note: Offer approval stages are set up in the Stages portion of the table editor.

Initial Offer
Job Offer Detail Requirements
Requirements will then be applied to the author's view

Initial Offer

1. Go to the Talent Screen for the Job.
2. Click on the Stage drop down, for the Talent
3. Click on Offer - Verbal
   
   
   
   
4. On the flyout window, click on toggle for Offer Approval Process to ON.
   
   

Job Offer Detail Requirements

You have the ability to select specific job offer details to be required within the Table Editor:

Requirements will then be applied to the author's view

The approval email that goes out to the Manager(s) / Internal User(s) includes all offer details, such as the job type and pay information. Within the email the manager has an option to approve or decline the offer details.

The status of the offer can be checked and edited at any time by going to the Candidate’s profile –> Offer’s tab and clicking on Status. Within the status window there will be an offer log that tracks all activity that has been completed since the offer email went out.

If the offer is rejected, you can edit the notes, docs, offer details and who the approvers are before re-sending. You will also have the option to add a new note on why the offer was rejected.

If the offer is approved, you will see it noted in the status section of the offer.