Offer management within Pinpoint enables you to submit an offer letter to a candidate. From there the candidate can review your offer and choose to accept or decline it.
Keeping this process in Pinpoint has a number of benefits to you including:

  • Reporting and MI - you'll be able to see what percentage of offers get accepted, helping you identify roadblocks in your hiring process.
  • Stay GDPR compliant - keeping this information in Pinpoint, ensures the candidate data is deleted in line with your data retention policy and enables the candidate to remove it should they wish to.
  • Central record - Pinpoint is your central record of all candidate data. Keeping details of their offer in Pinpoint ensures you and anyone else in the hiring team can stay up to date with the progress of the offer.

Add the offer stage to the job

You can add the 'Offer' stage to a job, if this job wasn't originally setup with one. With the job open, click 'Edit' then 'Edit Stages':

Next, drag the 'Offer' stage onto the workflow:

Give it a name and click 'Save':

Now you're ready to move a candidate into this new stage.

Configure your offer letter and email

Next step is to configure your offer letter.

In the job's menu, click 'Edit' and then 'Edit Offer Letter':

From here you can edit both the offer letter which is produced into a PDF format and attached to an email. You should see the offer letter on the left and the email on the right. Click 'Edit Letter' as shown here:

You can then edit the contents of the letter and you may want to add in some variables as shown below:

Click Save when finished.

You can also edit the email by clicking the 'Edit Email' button as shown here:


Submit an offer to a candidate

Your candidate will need to be in the offer stage before you can submit an offer. Head back to the list of candidates and tick the box next to the candidate who you wish to move into the offer stage. Then click 'Move Candidates' and then click your new offer stage: 

The next step is to enter the details of the offer for the candidate. With the candidate open click the 'Offers' tab and then click 'New Offer' as shown here:

Enter the details of the offer in the form that's presented to you:

When ready, hit send. The candidate will then receive an email that looks like this:

When the click the 'Review Offer' button they'll be taken to a web page that looks like this:

When they click 'View Offer Letter' they'll see your PDF offer letter like this:

Configure your offer letter and email

Next step is to configure your offer letter.

In the job's menu, click 'Edit' and then 'Edit Offer Letter':

From here you can edit both the offer letter which is produced into a PDF format and attached to an email. You should see the offer letter on the left and the email on the right. Click 'Edit Letter' as shown here:

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