Offers
Track offers and final decisions
Mark offer progress on the applicant record
Use the applicant profile as the source of truth for whether an offer has been made, removed, or updated.
- Mark an offer only when the candidate is truly in offer stage.
- Remove the offer indicator if the offer is withdrawn or no longer accurate.
- Use notes to explain context that the indicator alone cannot show.
Use offer email templates
Offer email templates can keep offer communication consistent and can mark offer progress automatically when sent.
- Use a clear template name so recruiters can choose the right offer message quickly.
- Keep compensation or role-specific details easy to review before sending.
- Preview merge tags and attachments before using a template with a candidate.
Review offers in reports
Offer tracking is most useful when managers can see how many candidates reached offer and where the pipeline is slowing down.
- Use funnel reporting to compare offer volume with earlier stages.
- Use applicant reports when you need the underlying candidate list.
- Keep statuses and offer indicators clean so report data stays trustworthy.