While you draft an offer letter in the Create/Edit Offer form, you can click Save Draft to save your progress.
When you save a draft:
- When other recruiters or hiring managers with necessary access open the offer letter for the same job application, your work appears in the offer letter form. This is because there can only be one offer letter initiated for the candidate’s job application at any given time. They can add to your work and save their changes as needed.
- As with other actions taken on a candidate, saving an offer letter updates the Last Modified and Modified By columns of the Candidates tab, so you have a record of who makes changes.
The first time that you save a draft of an offer letter, the system does the following:
- The system automatically updates the candidate's status to Offer Initiated. You can see this in the Status column of the Candidates tab. This lets you and other users in your organization know at-a-glance that you have already started working on the offer for this candidate.
- The system displays Offer Initiated status in the Status column of the Applied Jobs tab in the candidate’s profile.
- You can click the Offer Letter link to open the Create/Edit Offer form, as an alternative to opening it from the Candidates tab.