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Vacancies - Recording Offer Details

When an offer is made to your candidate, the Offer Action Wizard allows you to record the details. You can record the potential fee and offer details whilst completing the Offer action.

  • From a Vacancy record click the 'Shortlist' tab.
  • The Shortlist tab is home to possible candidates currently on the shortlist. There is a column in the grid called Offer with a radio button.

Vacancy Shortlist Tab

  • You can send an email to the candidate detailing the offer.

Vacancy Offer Email

Once you've selected your template and additional criteria, click the Offer/Note Txt Button.
You can also record the Note text associated with the offer description. 

You can enter an Offer Description and potential fee.

Vacancy Offer Note

This can also be completed from the Candidate record, on the Vacancies tab.

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