How do I customize the offer form?

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Available for User roles Super Admins
Plans Enterprise, Professional, Starter

Set up your offer workflow by defining the requirements for offer generation.

Jump over to your Offers settings page and navigate to the Offer Form tab. What you see here is the offer form that will apply to candidates across all job postings. Whenever a member of your team decides to create an offer for a candidate, this form is the first step they'll fill out.

Offers_OfferFormSettings.png

Customizing fields on your offer form: 

To customize this form, on the Offer form page in Settings, click on the "Add Field" button. From here, you can create your own custom field, or choose from a variety of fields that we’ve populated for you.

If you’re unsure what a pre-populated field means, add it to your offer form, and then hover over the question mark icon for additional details.

Tip: This offer form applies across all job postings, so it’s best to keep the fields generic!

Custom fields that you create can be one of the following types:

  • Text
  • Text area
  • Checkbox
  • Date
  • Currency
  • Number
  • User dropdown
  • Dropdown

You can only customize dropdown options from the Offer Form tab. Click "edit options" to populate the options for the dropdown menu:

Offers_DropdownEditOptions.png

This will open up an option editor:

Offers_DropdownOptionEditor.png

As you’re editing your offer form, you may notice that you can’t delete certain fields. The following fields are required for every offer:

  • Job posting
  • Job title
  • Candidate name
  • Offered compensation amount
  • Compensation currency
  • Type of earnings

Re-ordering fields on the offer form: 

 If you change your mind about how the fields are ordered on your offer form, click to the left of the offer field description and drag and drop the field to your desired position.

Offers_OfferFormReorder.gif

 

Customize which fields in the offer form should be editable without requiring re-approval: 

Reduce turn around time for offer revisions for the most common cases that do not require re-approval, and avoid unnecessary work for recruiters and offer approvers.  Super Admins may configure which fields can be updated without requiring re-approval once the Offer has been approved in Lever. This setting is available for any field on the offer form. 

On the Offer form page in Settings, click the ellipses in line with desired field, and click "Make editable without re-approval. 

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Should you require post-approval edits to the field to require re-approval in the future, you can always revert back by clicking the ellipses, and clicking "Require re-approval to edit".

Screen_Shot_2020-04-27_at_9.47.33_PM.png

 

Now that your offer form is set, you’re ready to generate offers!

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