9.1 The offer lifecycle
| Status | Meaning |
|---|---|
| Draft | Being prepared, not yet submitted |
| PendingApproval | Waiting for an approver to review the package |
| Approved | Signed off internally, ready to go out |
| Sent | Issued to the candidate, awaiting a response |
| Accepted | The candidate accepted |
| Declined | The candidate turned it down |
| Withdrawn | Pulled back by the organisation |
| Expired | The response deadline passed without an answer |
9.2 Create an offer
- Open Offers and choose Create, or start from the candidate's application.
- Confirm the candidate and requisition the offer relates to.
- Enter the base salary, bonus, and equity, along with the currency and pay period.
- Set the proposed start date and the offer expiry date.
- Save as Draft while the package is still being agreed.
9.3 Approve and send
- Choose Submit for approval to move the offer to PendingApproval.
- An approver reviews the package and approves it, moving it to Approved.
- Choose Send offer to issue it and move the status to Sent. If email is configured the candidate receives the offer message.
- Record the outcome as Accepted or Declined when the candidate responds. Declines capture a reason so you can see patterns over time.
Only draft offers can be deleted. Once an offer has been submitted for approval it stays on the record as part of the hiring history.
9.4 What the numbers tell you
- Offers pending on the dashboard counts everything in PendingApproval, Approved, and Sent, so you can see work in flight.
- Offer acceptance rate compares accepted offers against those that received any response.
- A run of declines with a compensation reason usually means the salary band needs revisiting rather than the process.