Revising offers

Available for Roles Super Admin, Admin, Team Member, Limited Team Member
Permissions • Manage profiles and view associated postings
+ Sensitive Information Privileges required to revise offers the user did not create
Packages Lever Basic, LeverTRM, LeverTRM for Enterprise

Lever’s offer process supports the editing of certain offer details after it has already been approved and sent. This enables your team to act quickly when new circumstances arise, maintain past versions of offers, and streamline the offer process when offer details change. Before getting started revising offers, learn the steps of offer creation in our help article on creating offers. A Super Admin on your team should customize the offer form through the offer settings page. Learn how to do this in our help article on creating and managing offer forms.

Revising offers

Revise an offer by clicking the See Offer Details button on the candidate's profile:

Lever candidate profile with offer declined notice in candidate history, with see offer details button outlined.

This will open up the active offer details. Click Modify Offer.

Lever offer declined page with modify offer button outlined.

'Offer Details' is where you can make your modifications. Please note that if you hover over certain fields, you will see the message 'Changes require reapproval.' In the example below, you can see the 'Changes require re-approval notice' in the Offered compensation amount field.

For details on configuring which offer form fields require reapproval, refer to our help article on creating and managing offer forms. 

Lever offer editor with arrow pointing to changes require reapproval notice

After changes are made, click the Send Approval Request button to resubmit the offer for approval before moving to the next step.

Lever offer approval request page with arrow pointing to send approval request button.

You have the option to discard a revision or save without sending, which will save the offer for internal records without sending an updated copy to the candidate.

Lever offer letter page with arrows pointing to discard revision button and save without sending button.

How offers appear in the candidate profile

The revised offer will appear in the candidate's history in their profile. In this example, you can see that the offered compensation amount is now $60,000/year, it was previously $50,000/year, and it requires re-approval. Lever will also make a note of any fields that were revised, even if it did not require re-approval.

Lever candidate history showing revised offer listing and arrow pointing to requires re-approval text.

Once the revision is approved, an 'Offer revision approved' profile story will appear along with the timestamp of approval and approval chain members.

Lever candidate history showing revised offer listing and arrow pointing to Offer revision approved title.

Note that resending the offer will void the previous offer letter. In the candidate profile, click Offers to see a list of the current and past offers in one place.

Lever candidate history with arrows pointing to offers button and offers list dropdown.

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