Offer Letter Workflow Overview

The Offer Management table displays the offer letter workflow. As an offer letter progresses through the workflow, the values in the columns populate. Each version of an offer letter has a separate workflow.

The Offer Management table displays all versions of the offer letter and is sorted by newest to oldest version number. The columns in the table are not sortable.

Note: You can view the offer details by clicking the Expand arrow in the Offer Details panel.

Note: The Final column does not appear on the Offer Management table until the candidate response details are submitted in the Candidate Response column.

Permissions

PERMISSION NAME

PERMISSION DESCRIPTION

CATEGORY

Offer: Edit Letter Content

Grants ability to access and manage the Offer Letter step when creating or editing a job requisition. Grants ability to edit the offer letter content and settings on the Applicant Profile page. To manage offer letter content on a job requisition, this permission must be used in conjunction with the Requisition: Manage permission. To manage offer letter content on the Applicant Profile page, this permission must be used in conjunction with the Offer: Manage Offers permission. This permission cannot be constrained.

Recruiting

Offer: Manage Offers

Grants ability to manage all functionality available in the Offer Letter Management table of an applicant's profile, as well as view offer letters on the Documents tab of the Applicant Profile page. This permission must be used in conjunction with the Requisition: Manage or Requisition: Owner permission. This permission cannot be constrained.

Note: Users must also be assigned the Offer: Edit Letter Content permission in order to edit offer letters that are generated from a template.

Note: Users must also be assigned the Offer: Select Letter Template permission to change the template that is used when generating offer letters.

If an offer letter template is defined at the Requisition Level Requisition level refers to the job requisition in Manage Job Requisitions. Changes made to a job requisition are referred to as being made at the "requisition level." Applicant reviewers added to a job requisition after the requisition is created are referred to as being added at the "requisition level." An offer letter template added to a job requisition is referred to as being added at the "requisition level." This term applies to the Recruiting functionality. This is a Recruiting term., then users without the Offer: Select Letter Template permission can only use the template defined at the requisition level when configuring the offer letter at the Applicant Level Applicant level refers to the applicant's profile. Changes made to an applicant's profile are referred to as being made at the "applicant level." Access granted to an applicant's profile is referred to as being granted at the "applicant level." This term applies to the Recruiting functionality. This is a Recruiting term..
If an offer letter template is not defined at the requisition level, then users must have the Offer: Select Letter Template permission in order to use a template at the applicant level.

Note: Users must also be assigned the Applicants: Access Sensitive Statuses permission to access offer letters that are defined as sensitive.

Recruiting

Offer: Select Letter Template

Grants ability to select, edit, and modify the offer letter template that is used when generating an offer letter on the Applicant Profile page. This permission must be used in conjunction with the Offer: Manage Offers permission. Users that do not also have the Offer: Manage Offers permission cannot change the template used when generating offer letters. This permission can be constrained by OU and User's OU. Creator constraints apply.

Recruiting

Column	Description
Version	This column displays the version number associated with each offer letter version. This column defines the sort order of the Offer Management table.
Offer	This column displays a linked icon to view the offer letter. Click the View icon to open the Review Offer pop-up. The pop-up displays the following: Offer letter title Version number PDF linked icon to view the offer letter as a PDF Offer letter content as read-only
Approval	This column enables you to view/edit the approval workflow, create an approval workflow, and submit the offer letter for approval.
Send to Candidate	This column enables you to send the offer letter to the internal or external candidate.
Candidate Response	This column enables you to record the candidate's response to the offer.
Final	This column appears if a candidate accepts an offer and the acceptance is submitted via the Record Candidate Response pop-up in the Candidate Response column. Click the View icon to open the final offer letter. If the candidate responded to the offer via their candidate profile, then clicking the View icon opens a PDF of the offer response document. The candidate's signature displays at the bottom of the document if they e-signed the offer. If the candidate response details are manually added to the Candidate Response column via the Record Candidate Response pop-up, then the document opens in the software with which it was created.