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

Product tier: Available for all subscription tiers

Once a candidate has progressed to the offer stage and your organization is ready to extend an offer to the candidate, you can quickly send offers from the candidate's profile. Once an offer is sent, it will be logged in the candidate's file.

Create an offer

Navigate to the candidate's profile. From the candidate's profile, click the On Job panel and select the Offer Details tab on the left.

Click Create Offer.

Input the necessary details for the candidate offer in the Create Offer dialog box. Click Save when finished.

Note: A comma (,) entered in a currency type field will be converted to a period (.) upon saving. For example, if you enter 100,000 for a salary field, this will be converted to 100.00 when saving the update. To ensure your currency values appear as expected, do not enter any punctuation in currency type fields.

Note: Fields that trigger a new offer version if changed are indicated by the Orange_sync_symbol.png icon. For more information, visit Create new offer version and re-trigger offer approval.

Once the offer is created, you can extend the offer to the candidate, or request approval if your organization has configured an offer approval for the job.

Additional resources