Describing the Offer Approval Process

Objective

After completing this lesson, you will be able to explain the offer approval process.

Offer Approval

As candidates are offered jobs, the details of the job offer need to be approved by whoever is deemed the appropriate approver. These details can include all the information that will be included in the official offer, such as the first and last name of the candidate, the salary base and stock options, the offer date, the start date, etc. You will determine the fields relevant to your organization with your consultant.

The Offer Approval will then be routed to the approver(s) via the ad hoc approval process. Alternatively, you can configure a pre-defined workflow for offers and pre-populate operators from the job requisition. While only one workflow option can be associated per template, you can have multiple offer details.

Once the offer approval process is completed, you can create an Offer Letter to send to the candidate. The offer letter can be sent as an email or as an attached PDF document.

This screenshot shows an example of an Offer Approval.

Offer Approval Versions

To improve the visibility of offers in the approval process, all versions of the Offer Approval will be visible to all approvers in the Candidate Offer Approvals tab until the job requisition is closed.

Previous versions of the offer will be displayed side-by-side for comparison. Comments will be visible to all approvers, and the approval/decline dates will be displayed next to the approvers' names.

By enabling all versions of the Offer Approval to be viewed in all steps, including comments, approvers will have access to all the data needed to approve decisions faster and reduce confusion.

This screenshot shows the offer comments and the approvers for version 2, an example when you enable all versions of the Offer Approval to be viewed at all steps.

Mass Offer Approval

The feature also allows recruiters or hiring managers to edit, decline, cancel, or create new offer versions for multiple offers when they select multiple candidates at one time.

User can filter candidates based on Offer Status (Not started, All, Draft, Pending, Completed, Canceled, and Declined) as well as Requisition Template Name (contains all active job requisition templates), Candidate Type (internal or external), or Job Title.

This screenshot shows the Candidate Offers screen and highlights the Filter options and the Approve or Decline Offer option.

Summary

  • The Offer Approval Process: Ensure job offer details are reviewed and approved by designated approvers using ad hoc or pre-defined workflows.
  • Leverage Offer Approval Versions: View, compare, and comment on all offer versions to enhance clarity and speed up decision-making.
  • Manage Mass Offer Approval: Edit, decline, or create new offers for multiple candidates using filters like status, template, or job title.