Build your offer approval tracker.

How to build your offer approval tracker

1. 1

   Describe the job

   Keep offer versions and compensation changes attached to the right approval.

2. 2

   Review the first version

   Keep offer versions and compensation changes attached to the right approval.

3. 3

   Refine the views

   Ask First to adjust the fields and views for the people who will use the app.

4. 4

   Test before sharing

   Walk through the process with a sample record and check who owns the next action.

What to include in your offer approval tracker

• Keep the proposed terms together

  Attach the role, compensation assumptions and required approver to the offer version under review.

• Reopen changed terms

  A compensation adjustment after approval creates a revised proposal. Preserve the earlier decision and request approval of the changed version.

• Separate internal approval from candidate response

  Ready to send, sent and accepted describe different events. Keep the candidate’s response separate from internal approval.

• Choose the approval path

  Describe which person reviews compensation, which person approves the offer and when a changed term should reopen the request.

• Keep delivery separate from review

  Sending documents, collecting signatures and updating hiring systems need separate actions. Do not infer a completed offer from an internal review status.