- DATE:
- AUTHOR:
- The Eightfold team
Offers enhancements
WHAT'S INCLUDED
Auto-fill offers from application answers: Offer fields can be filled in automatically with the candidate's application answers, so recruiters don't have to retype them. If the candidate changes an answer later, the recruiter can choose whether to update the offer.
Keep confidential offer details private: People who only follow an offer (watchers) can no longer open offer documents that contain confidential details such as pay.
Accept and sign in one step: When the candidate is the first person to sign, they accept and sign the offer in a single step instead of two separate screens. Admins can configure whether this applies on a template level.
Choose the signing method for each template: Admins decide how candidates sign offers created from each template: DocuSign, Adobe Sign, Type-to-Sign, or signing on paper. Admins have the option to lock this choice so recruiters can't change it.
Use DocuSign and Adobe Sign together: Companies can now connect both e-signature providers at the same time instead of choosing only one.
Personalize the offer message: Before sending an offer, recruiters can edit the email and SMS text and choose which WhatsApp template to use. Previously, these were not editable.
Send offers in the background: Offers are sent in the background asynchronously to reduce the waiting time, so recruiters can keep working instead of waiting on screen. Recruiters can track the progress in the notification panel.
Upload signed offers in more formats: Offers signed on paper can be uploaded as a PDF, Word, RTF, or text file, or as a photo (JPG, PNG, HEIC, HEIF). Each file can be up to 10 MB. Previously, only PDF was accepted.
WHY IT MATTERS
Pay and other confidential details stay with the people who need them.
Candidates sign faster, with fewer steps.
Consistent signing rules across offers, and no need to choose between e-signature providers.
Recruiters can tailor the offer message and keep working while offers send.
Candidates who sign on paper can upload a photo from their phone.
FEATURE DETAILS
Who can access | Admins, Recruiters |
Feature type | Default On |
Requirements | Configuration in Admin Console (offer template setup for each feature) |
GETTING STARTED
Admins: Confidential details, background sending, and the new upload formats work without any setup. The other features need a one-time setup:
Auto-fill offers from application answers: In the offer template's Variables panel, create a field of type Application Q&A and select the application question. Read the Configure Application Answers Flow to Offer Form.
Keep confidential offer details private: No setup needed. Check which templates use confidential fields, because watchers won't be able to open those documents.
Accept and sign in one step: Make the change in offer templates that have the candidate as the first signer.
Choose the signing method for each template: Open each offer template and set its Signing method. See Configure signature methods.
Use DocuSign and Adobe Sign together: Connect both providers under E-sign providers (multi-vendor). See Configure signature methods.
Personalize the offer message: Go to Admin Console > Talent Tracking > Offer > Settings > Rollout > Configuration, and add Body to the list of editable fields. Read Editable offer communication.
Send offers in the background: No setup needed.
Upload signed offers in more formats: No setup needed.
End users: Before sending an offer, check the auto-filled fields, the signing method, and the message. Track sending progress in the notification center.
