Table of Contents
The Offers feature allows users to build, send, and manage offers for candidates.
Use cases
- Hiring Teams who want to see the hiring process through to the end and send their offers through the CEM.
Configuration
Users with full access to Client Setup can complete the following steps to configure this feature.
- Select All Apps in the top left corner of the header and then Settings from its drop-down menu.
- When the Settings page opens, select Client Setup under the Paradox Tools section.
- From the left panel of Client Setup, scroll down to and open the Forms & Offers section.
- The Offer Management setting should already be enabled by your CS Representative during Implementation. If it isn't, please contact them for assistance in completing this step.
- When enabled, you can then enable any of the following additional settings:
- Upload an External Offer – When enabled, this will allow users to upload external offers when the candidate is moved into a Send Offer status. Click here to learn more.
- Dynamic Dropdown Component – This is an integration-supported feature built for a specific integration. This setting is not recommended for use.
- Include IP address in signatures – This will capture the candidate’s IP address at the time of signature, if requiring a candidate signature on an offer. It is important to note that when this is enabled, it will also enable IP addresses to be included on form signatures as well. Candidate IP addresses can then be reported upon in the Candidate Forms Detail reports.
- Default Validation – This will allow you to set a validation that all current and existing offer templates will default to when created. This can be changed within the Offer Builder as needed.
- Save the page.
Note: Once enabled, users with full access to Client Setup can adjust these additional settings from the Forms & Offers section.
System of record integration
The Offer PDF Candidate Attribute will save the latest version of a candidate’s offer letter as a PDF file. You have the option for an integration where the file can pass through to an integrated system of record via API. Contact your CS Representative if you would like this integration enabled.
Relevant documentation
Click here to learn more about the Offers product.
Reporting
The following legacy reports can be utilized for this feature:
- Candidate Offer Details
- Open Jobs
- Filled Jobs
- Candidate Journey
- Hire Trends
- External Job Activity Summary
- Workflow Configuration
Permissions
By default, only Paradox Admins will have full access to this feature via the Offers permission. Please contact a user with full access to Roles and Permissions to update your user permissions, if needed.