Job Offer Approval Process

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.

Key Takeaways

  • Streamlined Offer Approval: The article introduces the Job Offer Approval process in Avionte BOLD, streamlining the communication between users and managers by allowing the submission, approval, or rejection of job offers directly through an automated process.

  • Email Approver Options: Users are presented with multiple options for email approval, including approving with or without notes and rejecting with notes, with a detailed explanation of each step and the ability to add additional information during the approval process.

  • Talent Offer Status and Log: The status of Job Approval Offers is easily accessible on the Talent's record, providing a clear overview of pending, approved, approved with notes, or rejected offers, and the Offer Approval Log allows users to track dates, status changes, and user information for each offer.

CHAPTERS

Initial Offer
Email approver options
Talent Offer Status

 

Initial Offer

  1. Go to the Talent Screen for the Job.
  2. Locate the desired Talent
  3. Click on the Stage drop down
  4. Click on Offer - Verbal
    Note:
    This option may vary based on system settings 
  5. Click on the toggle for Offer Approval Process to ON.
    Job - Talent - Nominate - Job Offer Approval.gif

  6. Fill out the following Fields
    1. Office/Region
    2. Approver
  7. Click on the Submit button
    Job Offer Approval - Approver - Submit.gif

 

Example of Approval email

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.



 

Email approver options

 

Approve this Offer

Once the approver clicks on the Approve icon, a new browser window opens and displays the following.

 

Approve this Offer with notes

Once the approver clicks on the Approve with Notes icon, a new browser window opens and displays the following.

The approver enters additional information into the Notes field and then clicks on the Submit button.

Then the screen will be redirected to the following message.

 

Reject this Offer with notes

Once the approver clicks on the Reject icon, a new browser window opens and displays the following.

The approver enters additional information into the Notes field and then clicks on the Submit button.

Then the screen will be redirected to the following message.

 

If the approver tries to change the response, after being submitted, the following message will display.

 

Talent Offer Status

The status of the Job Approval Offer can be found on the Talent's record.

  1. Go to the Talent's record
  2. Click on the Offers tab
  3. In the Contract Positions section, see the Status field.
  4. Click on the Eye icon to view additional information
    Talent Offers - Status - View.gif

 

Offer Approval Log

Click on the Offer Approval Log button to view dates, status, and user information.

Talent Offers - Status - Offer Approval Log.gif

 

Pending

 

Approved

 

Approved with Notes

 

Rejected

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.

 

 

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