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Offers & Offer Authorisation

A step-by-step guide for logging offers and placements, and every step in between.

This article will walk you through every step from offering a candidate a position to logging the placement as well as what to do if you need to extend or terminate that placement. 


Making an Offer 

You can make an offer from any stage of the job workflow. To make an offer:

  1. Select the candidate(s) that you would like to make an offer to. 

  2. Press Offer in the bottom right.

  3. A new screen will open which will allow you to enter the offer details. Any Custom Job Fields which are enabled will auto-populate based on what you have entered on the Summary tab of the job record, but these can be changed before submitting your Offer.
  4. Once you have updated all the details you can click Confirm Offer(s) at the bottom. 

  5. Once you submit your offer, emails will be generated to send for the candidate and the contact which confirm the offer details. You are able to amend these before sending, or skip them if you wish. 

The emails generated at the offer stage can be disabled by your Super User, and they can also enable a pop-up which will allow you to unsubscribe your candidate from future marketing emails, SMS and job alerts at this stage.


Offer Authorisation 

Offer Authorisation is only available on our Enterprise package. 

Offer Authorisation can be activated by Super Users:

  1. Go to the Settings cog. 
  2. Open Job Configuration. 
  3. Choose the relevant workflow (repeat steps across workflows if required). 
  4. Go to the Offers tab. 
  5. Tick Authorisation on Offer and assign users. 

If Offer Authorisation is enabled on offers, you can click 'Authorise' on the offer details page which will notify your assigned user(s) of the offer. The Compliance User or Super User will then be responsible for completing the compliance information and placing the candidate.

  • A to do list item will then be created under Offer Authorisation in the compliance section of the dashboard

 

  • Each to do list item will contain a link to the candidate, job and company associated with each offer. You'll also see the status and the requested date as sortable columns. 

   

  • The status of the offer authorisation will also show on the job record under the Offers tab. 

The status will either be:

  • Requested (blue) meaning that no action has yet been taken since the offer was logged. 

  • Incomplete (orange) meaning that some compliance information has been completed but there are still some mandatory fields which need to be updated

  • Ready to Place (green) which means that that all the required compliance information has been completed. 

If Offer Authorisation is enabled, Recruiters won't be able to make placements, which will also be reflected in reporting.