Permissions: Job Admin who can view and edit private candidate and application fields, view and edit offers and approve/request approval on offers, and view and edit private job fields and approve/request approval on jobs; and Site Admin who can see private notes, salary info, manage offers, request approvals, and approve jobs/offers

Product tier: Available for all subscription tiers

Offer packets are .pdf documents containing a candidate's offer details, scorecards and other data relevant to their application and offer.

Offer packets are included in the candidate summary email and the offer approval email sent to offer approvers. You can also download and send the offer packet.

What's in an offer packet?

The offer packet contains information from the candidate’s profile. By default, the following information is included:

  • Information from the candidate's Details tab (such as phone number, email, and address) 
  • The candidate's Source, Recruiter, and Coordinator
  • The candidate's offer details
  • Submitted scorecards
  • Attachments uploaded to the candidate’s profile, such as a cover letter, resume, or portfolio

Who can view and download offer packets?

Access to offer packets is limited to Job Admins and Site Admins with the permissions noted below.

Job Admins with the following additional permissions:

  • Can view and edit private candidate and application fields
  • Can view and edit offers and approve/request approval on offers
  • Can view and edit private job fields and approve/request approval on jobs

Site Admins with the user-specific permission Can see private notes, salary info, manage offers, and approve jobs/offers

Note: If a Job Admin downloads an offer packet but does not have the additional permission Can view candidate scorecards submitted by other users, the offer packet will download but won't contain scorecards.

Can I customize an offer packet?

Offer packets cannot be customized to exclude any default information listed above.

However, you can create new custom candidate fields or custom offer fields, and the details entered in these fields will be included in the offer packet.

Additional resources