1. Using Fluid Recruiting

5Offer Management

Offer Management

    Create Offers

    You create job offers to present the terms and conditions of a job offer.

    When a candidate reaches the Offer step, you can create an offer using the Create Offer action.

    The offer form is where all the information is gathered to create an offer. You specify info such as the start date, salary, pay basis, vacation, car allowance. Once you have completed the fields, you save the offer and you can then submit it for approval.

    There can only be one current offer per candidate application at a time. The current offer can be modified until it is approved or extended to a candidate, after which only the start date and expiration date can be modified.

      Submit Offers for Approval

      When you create an offer for a candidate, you can route the offer for approval by selecting the Submit Offer for Approval action. This action is used when at least one person must approve an offer before extending it to the candidate.

      1. Open a candidate submission.

      2. Click the Offers tab.

      3. In the More Actions menu, select Submit Offer for Approval.

      4. Select the approvers.

      5. Define the sequence of approval by assigning a sequence number using the drop-down list under the Order column.

      6. Indicate if you want to add the approvers to the list of collaborators for the requisition and the list of frequent collaborators.

      7. Click Submit for Approval.

      The system assigns the task to the first approver in the sequence. The approver receives an Approve Offer task.

        Extend Offers

        Extend offers to candidates verbally, by email, using a printed letter, or using E-offer.

        Once the offer for a candidate is approved, you can extend it to the candidate using the Extend Offer action. These options are available:

        • E-offer:

        • Email: When you use the email option, you can review and edit the content of the message before sending it to the candidate. When you are satisfied with the content, you click the Extend Offer button to send the offer.

        • Printed Letter: When you use the printed letter option, you can review and edit the content of the letter before sending it to the candidate. When you are satisfied with the content, you click the Print button to print the offer.

        • Verbally: For verbal offers, you enter the date when the offer was extended to the candidate. You then click the Mark as Extended Verbally button.

          Send Offers

          Send offers to candidates by email or printed letter once offers have been extended.

          Once an offer is extended to a candidate whether verbally, by email, or using a printed letter, you can use the Send Offer action to send the offer to the candidate. You can send the offer by email or printed letter. You can edit the content of the message or letter before sending it. This feature is mostly used when an offer is extended verbally and then mailed to the candidate.