Create a new offer and re-trigger offer approval

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

Product tier: Available for Advanced and Expert subscription tiers.

Editing specified fields in a created offer creates a new offer version and restarts the offer approval process for the job.

In this article, we will provide an overview of how to create a new offer version, which fields create a new offer version, and the implications of editing these unique fields.

Edit existing offer to create new offer version

Note: Creating a new offer version and re-triggering the offer approval process voids the original offer and any associated approvals already issued.

To edit an existing offer, navigate to a candidate's profile who already has an offer created (which may or may not be in the process of an offer approval).

Click the Offer Details tab on a candidate's On Job panel.

Screenshot-candidate-offer-details.png

Click Update for the most recent Offer Version.

Screenshot-update-offer.png

Use the subsequent dialog box to update the fields for the offer.

Any fields that will create a new offer version and re-trigger the offer approval process are indicated by the Screen_Shot_2019-11-13_at_12.53.48_PM.png icon.

Screenshot-update-offer-box.png

Note: Editing fields without the Screen_Shot_2019-11-13_at_12.53.48_PM.png icon will neither create a new offer version nor re-trigger the offer approval process.

Click Save when finished.

If a field with the sync Screen_Shot_2019-11-13_at_12.53.48_PM.png icon was edited, a new offer version is created.

Request approval for new offer version 

To request approval and re-trigger the offer approval process for the new offer version, click Request Approval. 

Screenshot-request-approval.png

Users configured as offer approvers for the job are notified via email that their approval is required for the new offer version.

General considerations

  • It's not possible to remove older offer versions without removing the newest offer version first. 
  • To remove an existing offer version, navigate to the Offer Details tab on the candidate profile and click Delete.