Create Offers

Follow these steps to create offers.

To create offers:

  1. Click Recruiting > Candidates > Active Candidates.
  2. In the Select Job field, either type a keyword or select from the drop-down list options, then click Go.
  3. Click the name of the Candidate for whom you would like to create an offer.
  4. Click Workbench, then click Extend an Offer.
    Note: The Status that triggers the Extend an Offer action depends on the Recruiting workflow. However, it is commonly triggered by the Offer Extended status.
  5. Step 1: Define Offer. This step allows you to define the offer and benefits that the candidate will receive upon acceptance of the offer.
    1. Enter the appropriate values in the following fields:
      • Salary Type
      • Currency Type
      • Start Date
    2. Complete any remaining required fields, and click Next.
  6. Step 2: Select Offer Letter. In the Offer Letter field, select the email template.
    1. Click to view a copy of the letter that will be sent to the candidate.
    2. Click to display the Edit Letter Template window that you can use to edit the letter.
      While in the Edit Letter Template window, you can click Available Merge Codes to view any additional merge codes that you may need.
    3. Select whether the Deltek Talent will send the candidate the actual offer letter in an email or only an offer notification that an offer was extended.
  7. Step 3: Select Approvers. In this step, you will see a list of approvers that were assigned at the Workflow level. You will also have options to select an approval chain or add internal and/or external approvers.
    1. Select Available Approval Chains, if needed.
    2. In the Type field, select one of the following:
      • Serial: This approval chain type follows a specific order. In the pop-up window, rearrange the approvers by dragging and dropping the rows into the appropriate order.
      • Parallel: This approval type allows approvals to happen concurrently, so no specific order needs to be defined.
    3. Click Internal Approvers to add any additional internal approvers, if necessary.
    4. In the Enter External Approvers text field, add the email of any external approvers, if necessary. Separate each email address by entering it in a new line.
  8. Click Submit to send the offer.