Making a staff offer
Once you have reviewed an applicant and decided to move forward, you can send them an offer directly from their staff profile. This is typically used for staff without an existing contract - usually at the Applied or Shortlisted stage.
Written By Dean Maddocks
Last updated 17 days ago
How to make an offer
Open the staff profile, click Actions, then select Make an offer.
Fill in the offer details:
Contract type - select the type of contract.
Staff type - specify the staff type.
Agency - select the agency, if applicable.
Department - assign a department.
Role - choose a role. The number of spots remaining is shown alongside each option.
Additional roles - add any secondary roles.
Job title - enter the job title.
Start and end dates - set the employment dates.
Salary
Amount and period - enter the salary amount and pay period.
Additional compensation - add any extra compensation.
Message and automation
Message - include a personal message with the offer. Merge tags are supported.
Auto-move to Offered stage - automatically update the staff member's stage when the offer is sent.
Auto-move to Accepted - automatically move the staff member when they accept the offer.
What happens next
Once sent, the staff member receives an email with their offer details.
Withdrawing an offer
If you need to retract an offer, go to the staff profile, click Actions, then select Withdraw offer. You can optionally send a withdrawal email to the staff member.