Talent & Contingent Workforce › Pipeline
Offers
The terms put to a candidate. Accepting one is what creates the assignment, its work order and its compliance checklist.
Where to find it
- Module: Talent & Contingent Workforce
- Group: Talent & Pipeline
- Section: Pipeline
- Screen: Offers
Address in the console: /ats/offers
List · 12 columns · 18 fields on its form · 1 of them required · 1 action
What the list shows
These are the columns of the list, in the order they are drawn. Any of them can be sorted on, filtered on, hidden, or exported.
| Column | Kind | Field name |
|---|---|---|
| Offer | Code | offer_no |
| Candidate | Text | candidate_name |
| Client | Text | client_name |
| Role | Text | job_title |
| Type | Status | offer_type |
| Bill | Amount | bill_rate |
| Pay | Amount | pay_rate |
| Margin % | Number | margin_pct |
| Starts | Date | start_date |
| Expires | Date | expiry_date |
| Placement | Code | placement_no |
| Status | Status | status |
The form
What is asked for when a record is created here. Required fields are marked; a choice drawn from a configuration list is one an administrator can extend without a release.
| Field | Type | Choices | Notes |
|---|---|---|---|
| Submission required | Choice | Looked up from existing records | |
| Type | Choice | Configuration list | |
| Worker classification | Choice | Configuration list | |
| Currency | Choice | Configuration list | |
| Rate unit | Choice | hour, day, week, month, year, fixed | |
| Bill rate | Number | ||
| Pay rate | Number | ||
| Salary | Number | ||
| Placement fee | Number | ||
| Starts | Date | ||
| Ends | Date | ||
| Offer expires | Date | ||
| Status | Choice | draft, approved, sent, accepted, declined, expired, rescinded, cancelled | |
| Sent | Date and time | ||
| Responded | Date and time | ||
| Decline reason | Text | ||
| Terms | Long text | ||
| Notes | Long text |
What you can do here
Accept primary
Accept the offer and open the assignment
Asks for: Start date Employer burden % Client PO number
The rules that apply here
Everything on this screen obeys the platform rules rather than rules of its own. The ones worth knowing before you use it:
- Narrowing a list — search, conditions, sort, totals, export and saved views.
- What may be changed — the five grounds a record may not be edited on.
- Companies and business units — what the switcher above this list is doing to it.
- Creating a record — required fields, where choices come from, and how the number is allocated.
- Importing a spreadsheet — this screen accepts one, and it runs through the same rules as typing.