Configuring the Advanced Electronic Offer

The configuration of advanced electronic offers for Onboarding (Transitions) consists of the steps listed in this section. Other steps can be added depending on your requirements and process. Only one advanced E-Offer type process can be active in the zone at one time. Consequently, the process must be designed such that it is appropriate for every person in every location and for every job. It can be designed with as many different possibilities as needed.

1. Enabling the Advanced Electronic Offer setting.

2. Granting the permission to extend offers electronically.

3. Creating the message inviting the candidates to view the offer on line.

4. Creating the message informing the recruiter about the candidate's response to the offer.

5. Configuring the E-Signature validation method used to capture the candidate response to the offer.

6. Creating the form that will enable the candidate to respond to the offer.

7. Creating a task to update candidate's offer status and generate offer letter PDF.

8. Creating a task to send the message to the candidate.

9. Creating a task to send the message to the recruiter.

10. Creating a task for the candidate to complete the form used to respond to the offer.

11. Creating the E-Offer process that includes the tasks you created in the earlier steps.

Note: To configure an advanced E-Offer process designed to create a PDF document consisting of the offer letter, a cover page and candidates' decision accepting or refusing the offer, see also Viewing E-Offer Letter PDFs with the Advanced E-Offer Process and perform the additional steps described in