Create, approve and send an offer

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Open the candidate and choose the Job offer tab, then Make an offer. Enter the offered pay amount, pay structure, job type and expected start date, and upload the offer letter. Choose Save as draft to come back later, or Send offer. The candidate reviews and signs online, and moves to Offered.

Steps

  1. Open the candidate, then the Job offer tab.
  2. Choose Make an offer. Fill in the fields marked with a star: Offered pay amount, Pay structure, Job type, Expected start date and Upload offer letter. Upload contract is optional.
  3. Add an optional Note to the candidate. Draft with AI writes a first version of the note for you to check and edit.
  4. Choose Save as draft to keep working, or Send offer. The button reads "Preparing for signature" while the offer is set up.
  5. Follow it under Offer history, where you can see its status and the signature status.

Good to know

  • Sending an offer moves the candidate to Offered automatically.
  • Who can do what is set by permissions. Saving a draft needs the permission to draft and propose offers, and sending needs the permission to send offers. By default owners and admins can send, and recruiters and hiring managers can draft. Change this under Teams & permissions, then Permissions.
  • Draft with AI is part of the paid plans and has a monthly allowance. You send the offer, not the AI.
  • If the candidate makes a counteroffer, you can Accept, Decline or make a Counteroffer. You can Withdraw an offer that has been sent, and use Countersign now when it is waiting for your signature.