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Offer preparation and approvals

Offer preparation and approvals

Prepare employment offers with version history and approval steps. Keep the reviewed offer connected to the candidate and joining process.

When to use it

A practical example for your team

A recruiter prepares an offer, revises it after an internal review and sends the approved version into the candidate's joining workflow.

Illustrative workflow. Your setup, access and enabled features determine the available steps.

See how People and HR fits together

How offer preparation and approvals works

  1. 1

    Prepare the terms

    Bring the candidate and offer details together before review. Use the offer workflow to keep the proposed employment information in context.

  2. 2

    Review the version

    Track revisions and the approval state of the offer. Reviewers can check the version in front of them before deciding whether it is ready.

  3. 3

    Continue the journey

    Follow the supported offer response and signing steps, then prepare onboarding for the selected candidate. Available document flows depend on your setup.

What to prepare for a walkthrough

Bring your hiring stages, joining checklist, employee document needs and approval responsibilities. Confirm any local employment requirements with your own people team.

Bring an example of this process and the people who need to participate. We can confirm the relevant plan, access and configuration.

Make offer preparation and approvals work for your team.

Tell us what you need to achieve. Your enquiry will include this feature so the conversation starts with the right context.

Request a walkthrough