Restrict concurrent offers

• Default On

This new feature prevents the creation of new offers for candidates who already have an existing offer in specific stages. This enhancement streamlines the offer process by avoiding accidental multiple offers and potential confusion. Now, recruiters and hiring managers are blocked from rolling out a new offer if a candidate has an existing offer in a configured status.

Users

Customer Admins, Hiring Managers, Recruiters

Needs addressed

• Previously, the system didn't have a way to prevent recruiters/HRs from giving new offers to candidates with existing offers. This could cause mistakes and problems.

• A new configuration blocks the creation of a new offer if a candidate already has an offer in one of the specified statuses (configurable by customers, with "Extended" and "Accepted" as the default).

• This feature reduces the number of offers for one candidate. This makes the offer management process more efficient and less likely to make mistakes. It provides a clearer experience for both recruiters and candidates.

Impact on existing workflows

• Recruiters can no longer start a new offer for a candidate who has an existing offer in the set statuses. They can do this through the pipeline page, profile inline viewer, or profile page offer modal. Attempting to directly access the offer creation page will also be blocked.

• If a candidate has many offers before this feature is available, a warning message is shown on the offer form. This lets recruiters look at the offer before moving forward.

Initial setup

This feature will be available to customers by default. Customers don't need to do anything to see this change in their Eightfold environment by the sandbox and GA dates.