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Move Candidate to Offer without sending offer

Summary

Candidates can be moved to the offer stage by users with the appropriate permissions. This can be done either by dragging and dropping a candidate into the offer stage or by selecting the "Move" option from their profile. Once in the offer stage, users can choose to move the candidate without sending an offer or proceed to send the offer. If the candidate is moved without sending an offer, no communication will be sent to the candidate.

Before you begin

  • Ensure that you have the necessary permissions to access the "Offer Management" section and send offers to candidates.
  • If you lack the required permissions, please contact your system administrator.

Step 1. Access the Candidate in the Hiring Pipeline

  1. Log in to your system.
  2. Navigate to the "Hiring Pipeline" for the job posting.
  3. Locate the candidate who you wish to move to the offer stage.

Step 2. Move the Candidate to the Offer Stage

  • You can move a candidate to the offer stage in two ways:
    1. Drag and Drop: Drag the candidate’s profile card into the "Offer" stage of the pipeline.
    2. Using the Move Option: Click on the candidate’s profile card and select the "Move" option from the available menu.

Step 3. Choose to Move or Send the Offer

Once the candidate is moved to the offer stage, you will have two options:
  1. Move: The candidate will be moved to the offer stage without sending any communication. No offer will be made to the candidate, and they will not be notified.
  2. Send Offer: Select this option to send the official offer to the candidate. This will send communication about the offer, including details such as salary, benefits, and start date.

Frequently Asked Questions (FAQ)

1. Who can move a candidate to the offer stage?

Only users with the appropriate permissions to manage offers can move candidates to the offer stage. If you do not have the necessary permissions, please reach out to your system administrator.
 

2 . How do I move a candidate to the offer stage?

  • Drag and Drop: Simply drag the candidate’s card into the "Offer" stage.
  • Using the Move Option: Click on the candidate’s card and select the "Move" option from the menu.

3. What happens when I select 'Move' for a candidate?

When you select "Move," the candidate will be placed in the offer stage without receiving any communication. They will not be notified, and no offer will be sent.
 
 

4. Can I send the offer after moving the candidate?

Yes, after moving the candidate to the offer stage, you can choose to send the offer. This will notify the candidate with the offer details.

5. Will the candidate know they’ve been moved to the offer stage?

If you use the "Move" option without sending an offer, no communication will be sent to the candidate, and they will not be notified. However, if you choose to send the offer, the candidate will receive the offer details.

    6. Can I undo the 'Move' action?

    The ability to undo a move action depends on the system settings. For assistance, please check with your system administrator or HR team.

    7. What is the difference between 'Move' and 'Send Offer'?

    • Move: The candidate is moved to the offer stage without receiving any notifications or an official offer.
    • Send Offer: The candidate is moved to the offer stage, and an official offer, including terms such as salary and benefits, is sent to the candidate.