Configure the automation for sending offers
Table of Contents
Follow the below outline configuration steps in order to send and re-sent a Paradox Offer.
- Note: Offers should already be enabled for your account.
Configuration
Step #1: Create an offer
An offer must first be built and published from the Offers page. Click here to learn more.
Step #2: Select the offer on the job
All jobs that will utilize the offers you created will need to have the correct Candidate Journey added and the corresponding offer letter selected from the Candidate Journey section of the Job builder.
Step #3: Update the workflow (for automatically sending offers)
If you are wanting to send offers automatically, then users with full access to Workflows will need to update your workflows to finalize this automation.
- Select the All Apps button and then the Settings app from its drop-down menu.
- When the Settings page opens, select Workflows under the Automation section.
- Open the first workflow that should include the send offer automation.
- Create a new task.
- Enter the task name.
- Click + Add Trigger and then Candidate Status Updated.
- Select the status that should trigger the offer to send.
- Select the + icon and then select Move to Status in its drop-down menu.
- In the selector that appears, click Offer and then Send Offer.
- Save and then publish the workflow.
- Repeat these steps for all workflows that need the automation configured.