Simplified Offer Creation on stage advance

• Default on

Recruiters can now advance a candidate to the offer stage and immediately begin creating the offer in a single action, reducing clicks and saving valuable time. This new, optional workflow complements the existing process, giving users the flexibility to either start an offer right away or advance the candidate and collaborate with the hiring team before drafting the offer.

Users

Recruiter

Value

• Previously, advancing a candidate to the offer stage required an additional, manual step to trigger the offer creation workflow, making the process less efficient

• This feature adds a new "Advance and create offer" call-to-action. This provides an optional, one-click shortcut to advance a candidate and immediately launch the offer creation page, streamlining the recruiter's workflow. The original "Advance" option remains for cases requiring collaboration before offer creation.

• The checkbox on the modal is by default ‘unselected’ and can be manually selected to start creating an offer immediately.

Impact on existing workflows

• This feature is currently available for single-candidate actions only. The ‘Advance and create offer’ option won't appear if multiple candidates are selected for a bulk stage change.

• This feature applies to: Stage advance in Requisitions with Offer flows enabled and excludes: Stage advance in Communities & Events

Initial setup

To use this feature, customers need to configure the exact pipeline stages within this config: Admin Console > Talent Tracking > Settings > Offer tab.