Managing offers within Pinpoint allows you to efficiently submit an offer letter to a candidate. This guide will walk you through the steps to create a new offer for a candidate, ensuring a smooth and organized process.
You can use different offer templates to help streamline the offer creation process.
How do I Create a New Offer?
To create a new offer in Pinpoint, ensure that your candidate is in the offer stage. Then, follow these detailed steps to submit the offer.
Move the Candidate to the Offer Stage
Your candidate needs to be in the offer stage before you can submit an offer. Head back to the list of candidates, check the box next to the candidate you wish to move into the offer stage, then click 'Move Candidates' and select your new offer stage.
Open the Offers Tab
With the candidate's profile open, click on the 'Offers' tab. Then click 'New Offer' as shown here.
Enter Offer Details
Fill out the offer details in the form presented, including selecting the offer letter and email template combination you want to use.
Select E-signature Option (If Needed)
If you prefer that the candidate signs the offer with an 'E-signature,' you can select this option, prompting the candidate to sign the document within the offer letter web page.
How does the Candidate sign the Offer?
Once you send an offer to a candidate, they will receive an email containing a link to the offer.
When they click the 'Review Offer' button, they'll be directed to a webpage resembling this:
For offer letters requiring an 'E-signature,' the candidate will view it as a PDF. They can click on 'Click to sign' to sign the offer letter in their preferred method:
The candidate has the option to sign the offer letter through drawing, typing their signature, or uploading an image of their signature.
The candidate will receive an email confirming that the signed or accepted offer letter has been sent to the hiring team, which looks like this:
Once the candidate has signed the offer letter, a copy will be available for viewing within the documents section of the candidate's record.
FAQs and Troubleshooting
What should I do if my candidate does not receive the offer email?
If your candidate does not receive the offer email, first check their email address for accuracy. Also, confirm that the email was sent successfully within Pinpoint. If you have sign-off workflows enabled, the offer may need to be approved by your team first.
What happens if the candidate declines the offer?
If the candidate declines the offer, you will receive a notification and can then proceed to either reassess the offer or move on to another candidate.