Offer job positions

After an applicant has successfully passed the various interview stages, the recruitment team is ready to send an offer for employment. The first step when offering a job position is to send the applicant a contract.

Lihat juga

Refer to the recruitment documentation for details on the various stages of the recruitment process.

Contract proposal

When an offer is ready to be sent, first open the applicant's card by navigating to the Recruitment app, and clicking on the desired job position card.

From the resulting Job Positions Kanban view, the corresponding applicant card can be dragged-and-dropped to the Contract Proposal stage. Or, click into the desired applicant's card, and click the Contract Proposal stage, located in the status bar in the top-right of the applicant's form.

The next step is to send an offer to the applicant. Start by selecting the desired applicant's card to open their applicant form.

On the applicant's form, click the Generate Offer button to load the Offer for (applicant's email) page.

Penting

If the applicant does not have an email address listed on their applicant card, an Invalid Operation pop-up window warning appears, stating: Offer link can not be send. The applicant needs to have a name and email.

Click Close, then enter an email on the applicant's card. Once an email is entered, click the Generate Offer button, and the Offer for (applicant's email) page loads.

Most fields are pre-populated with information from the job position. If any necessary fields are blank, or if any information needs to be updated, enter, or update, the relevant information in the corresponding fields.

Catatan

Depending on the localization setting for the company, and which applications are installed, some fields may not appear on the Offer for (applicant's email) page.

For example, if the Fleet application is not installed, any fields related to vehicles do not appear.

Universal fields

The following fields appear in the Offer for (applicant's email) page, regardless of the localization.

• Title: The name for the contract appears in a default Offer for (applicant's email) format.

• Contract Template: The template currently being used to populate the Offer for (applicant's email) page. Use the drop-down menu to select a different Contract Template, if desired.

  Catatan

  To modify the template, hover over the current template name, and click the (Internal link) icon that appears to the right of the field. Make any desired changes, then click Save & Close.

• Employer Budget: The salary being offered to the applicant.

• Job Title: The selected Employee Job populates this field, by default. The title can be modified to suit the specific applicant's position and provide more details.

  Example

  An applicant is offered a marketing manager job at a shoe company, specifically for the children's line.

  The Employee Job selected from the drop-down menu is Marketing Manager, and the Job Title is modified for their specific responsibilities, Marketing Manager: Children's Shoes.

• Employee Job: The name of the Job Title being offered to the applicant. The selections available in the drop-down menu correspond to the job position configured on the main Recruitment app dashboard.

• Department: The department the job position falls under.

• Contract Start Date: The date the proposed contract takes effect. The default date is the current date. To modify the date, click on the displayed date to reveal a calendar popover window. Navigate to the desired month, then click the day to select the date.

• Offer Create Date: The day the offer is created, By default, the current date populates this field and cannot be modified.

• Offer Validity Date: The last day the offer is valid. After this date the contract cannot be signed.

• Link: The link to the contract being sent to the candidate.

• Validity Days Count: The number of days the contract is valid. The default expiration date is 30 days. Modify the expiration date, if desired.

• Applicant: The name of the applicant appears in this field, and cannot be modified.

Send offer

Once all desired modifications have been made to the Offer for (applicant's email) page, click the Send By Email button to reveal an email pop-up window.

The default Recruitment: Your Salary Package email template is used, and the To, Subject, and email body are pre-populated based on the email template.

If any attachments need to be added, click the (paperclip) button, and a file explorer window appears. Navigate to the desired file, then click Open to attach it to the email. The attachment loads, and is listed at the bottom of the email body.

Once the email is ready to send, click Send. The email pop-up window closes, and an Offers smart button appears at the top of the applicant's card.

Catatan

To send an offer, ensure the Sign application is installed. This is necessary, so the offer can be sent to the applicant by the recruiter, and they can actually sign the offer. The applicant does not need any software installed to sign the offer.

Configure your package

If applicable, the applicant can modify their salary package. This option is not available for all localizations. Depending on where the company is located, this option may not be available.

The email template includes a Configure your package button. This link takes the applicant to a webpage, where they can modify the proposed salary package, and enter their personal information.

Once the applicant is hired, the personal information entered on the webpage is imported to their employee record, when created.

Once all the information is completed, the applicant can then accept the offer by clicking the Review Contract & Sign button to accept the contract, and sign it using the Sign application.

Management signatures

Once the applicant has signed the contract, the next step is for the person responsible within the company (the HR Responsible) must then sign the contract.

The person responsible for signing the contract receives an activity alert that their signature is requested of them in the Sign app.

Contract signed

Once all parties have fully signed the contract, the applicant is automatically moved to the Contract Signed stage, and a green HIRED banner appears in the top-right of both the applicant's card and form.

Buat karyawan

Once the applicant has been hired, the next step is to create their employee record. Click the Create Employee button in the top-left corner of the hired applicant's form.

An employee form appears, with information from the applicant's card, and the employee contract.

Fill out the rest of the employee form. For detailed information on the fields, refer to the Karyawan baru documentation.

Once completed, the employee record is saved in the Employees app.