Offer preparation and approvals

Prepare employment offers with version history and approval steps. Keep the reviewed offer connected to the candidate and joining process.

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When to use it

A practical example for your team

A recruiter prepares an offer, revises it after an internal review and sends the approved version into the candidate's joining workflow.

Illustrative workflow. Your setup, access and enabled features determine the available steps.

See how People and HR fits together

How offer preparation and approvals works

1
Prepare the terms
Bring the candidate and offer details together before review. Use the offer workflow to keep the proposed employment information in context.
2
Review the version
Track revisions and the approval state of the offer. Reviewers can check the version in front of them before deciding whether it is ready.
3
Continue the journey
Follow the supported offer response and signing steps, then prepare onboarding for the selected candidate. Available document flows depend on your setup.

Related People and HR features

HR approval delegation

Delegate HR approval authority for a defined workflow and period. Review active delegations in HR Settings before relying on a backup approver.

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Manage employee profiles and organization records in MantraWorx HRMS. Keep people information available to the roles responsible for maintaining it.

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Recruitment and interview management

Manage hiring requisitions, candidates and interviews in one HR workflow. Keep the hiring team's context with the candidate pipeline.

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Employee onboarding

Coordinate joining tasks, employee details and onboarding progress. Give HR and new joiners a shared view of what needs to happen next.

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HR forms and employment documents

Coordinate HR forms, agreements, letters and signatures. Keep employment document requests and reviews connected to employee records.

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HR policy acknowledgements

Publish HR policies and follow employee acknowledgements. Connect policy communication to the employee's My HR workspace.

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Employee exits and offboarding

Manage resignation reviews, offboarding and clearance work. Keep the employee exit process connected to HR and final settlement responsibilities.

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Conduct cases

Record a conduct concern as a case, hear the employee before deciding and keep the outcome with the case. Show cause notices and warning letters come from the case.

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What to prepare for a walkthrough

Bring your hiring stages, joining checklist, employee document needs and approval responsibilities. Confirm any local employment requirements with your own people team.

Bring an example of this process and the people who need to participate. We can confirm the relevant plan, access and configuration.

Make offer preparation and approvals work for your team.

Tell us what you need to achieve. Your enquiry will include this feature so the conversation starts with the right context.