Complete Step 9: Offers

Follow these steps to complete step 9: Offers.

To complete step 9:

  1. In the Offer Details Form field, select the form to use when the recruiting user generates a job offer.

    The options in this drop-down list are defined by the Offer type forms created in the Dynamic Forms screen under the Recruiting section of Administration > Global Settings > System Administration.

  2. If the offer requires approvers, then complete the required fields in the Select Approval Chain and Select Approver(s) sections.

    See Step 3: Form & Approvers for detailed information on approver selection settings.

  3. Alternatively, you can opt to use the same approval options as the requisition, by clicking the Copy Requisition Approval Chain to Offers button.

    However, if you did not select an approval chain in the Form & Approvers step, then clicking the button will result in an error message.

    Click D:\Sylvia Files\WIP\TODO\HRsmart\HRsmart Icons\edit.png to edit the approval chain options, if necessary.

  4. In the Offer Workflow Detail section, select the job offer letter template and notification settings.
  5. In the Offer Letter drop-down list, select the letter template. The options in this drop-down list are based on the templates that were uploaded in the Documents screen under the Global Settings section of the Administration screen.
  6. In the Notify upon Approval text box, select whether you want Deltek Talent to notify the Creator of the offer, the Approvers of the offer, or both when the offer is approved.
  7. In the Notify upon Rejection text box, select whether you want Deltek Talent to notify the Creator of the offer, the Approvers of the offer, or both when the offer is rejected.
  8. Take one of the following actions:
    • Click Next to proceed to the next step in the wizard.

    • Click Save to save the workflow in its current state.

    • Click Save as Draft to save the workflow in your Drafts section of the Workflows screen.