When you decide to make an offer, you need to update your records with respect to the terms you're offering, salary, benefits etc., before you send them the offer. Offer fields are categorized in to 4 sections as listed below. One can add custom fields only under Offer Information section and all other sections are considered default and the user will not be allowed to add custom fields.
  • Personal Information: This section is for personal information like name, contact phone and email address, postal address, gender and date of birth.
  • Compensation information: For pay and benefit related information.
  • Employment details: All employment related information viz. Job title, role, location, employment type, reporting manager, joining date, cost center (a.k.a Division), team (a.k.a department), HR Contact.
  • Offer Information: Offer validity period.

How do I add a custom offer field?
  • Go to Settings > Offer > Offer fields.
  • The top blue band in the left side pane lists all the types of custom fields you can create e.g. Text, Multiline text, Radio button, check box, numbers and more. Drag and drop the desired field type to the Offer information section or simply click on the custom field you wish to add.
  • Hit 'Save' to create these fields for future offers.