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Request an Offer

The following will help you set up an offer request

1. Go to the Applicant File
2. Go to the Activity Page > Offers Tab and add a new record
3. Select the appropriate requisition for which the offer is being made
4. Select the status of ‘5a-Offer Requested’
5. Complete all other needed fields on the first tab. Do not put a dollar sign ($) in with the offer amount.

   Skip steps 6-8 if offer has been pre-approved or no approval is needed

6. On the second tab select the ‘Approvers’ to notify as needed.
7. Click Email First Approver
8. Click Email Notification to Recruiter and/or Hiring Manager of the Req if needed
9. Click the Save icon

See also