Viewing and Managing Offer Letters

Clicking on "People" on the left-hand sidebar, and then "Offers", you can view all past and current offer letters. Click on an offer in the table to view its details.

Offer details page

The offer details page shows you everything you need to know about the selected offer. You can view:

  • Candidate details — this includes the candidate's name, contact information, and notes
  • Offer details — this includes the template used, expiration date, and other offer details
  • Offer history — this includes the current offer, as well as any past offers that have expired or been withdrawn
  • Offer progress — this indicates the status of every step in the offer process, including the date sent, date seen by the candidate, date signed, and the date the candidate was hired

From the offer details page, you can complete the following actions:

  • Hire the candidate — with the "Hire Candidate" button
  • Add or edit candidate notes — under the "Candidate Information" section
  • Revise the offer — under the "Current Offer Details" section. Revising an offer will invalidate the pending offer, and allow you to resend an updated offer to the candidate.
  • Download the signed offer letter — if and when the offer letter was signed
  • Withdraw the offer — via the three dots in the upper-right hand corner, which will deactivate the candidate's offer letter link
  • Delete the candidate — via the three dots in the upper-right hand corner, which will deactivate the candidate's offer letter link and delete this offer from the Offers table
  • Decline on behalf of the candidate — via the three dots in the upper-right hand corner, if the candidate informs you via other means that they would like to decline the offer
 

Notifications

There are two types of notifications that you can receive:

  • An offer letter has been signed by a candidate
  • An offer letter has expired
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