Overview
The Offer Creation workflow currently follows a predefined structure with the following stages:
- Job Details
- Employee Details
- Offer Details
- Generate/Release Offer to Candidate
Some organisations may require additional internal fields to capture commercial, billing, or approval-related information during offer creation. This article explains the current capabilities and limitations of the Offer Creation workflow.
Who can access this feature?
Users with access to the Recruitment module and permissions to create and manage offers can use the standard Offer Creation workflow.
Current Workflow
The Offer Creation process includes only the following stages:
- Job Details
- Employee Details
- Offer Details
- Generate/Release Offer to Candidate
These stages are designed to capture candidate and offer-related information required to generate and release an offer.
Requirement Raised by Customers
Some customers have requested the ability to capture additional internal information during offer creation, including fields such as:
- Client Rate (Text Box)
- Margin (Text Box)
- Margin Percentage (Text Box)
- Client Rate Email
- Attachment Field
- Other commercial or approval-related fields
They also require these fields to:
- Be available during offer creation.
- Be visible to approvers during the approval process.
- Flow through the approval chain along with the offer details.
- Remain internal and not be visible to candidates.
Current Product Limitation
At present, the Offer Creation workflow does not support:
Custom Offer Workflow Fields
There is no provision to add custom commercial or approval-related fields such as:
- Client Rate
- Margin
- Margin Percentage
- Client Rate Email
- Attachment Fields
to the standard Offer Creation workflow.
Approval Workflow Field Extension
The system does not support extending the offer workflow with additional fields that can:
- Capture commercial information.
- Travel through the approval workflow.
- Be reviewed as part of the offer approval process.
Conditional Field Visibility
The system does not currently support showing custom fields to specific roles while hiding them from others. This includes scenarios such as:
- Showing commercial fields only to Reporting Managers.
- Showing commercial fields only to Approvers.
- Hiding internal approval-related fields from Candidates.
Important Notes
- This is a product capability gap and not a configuration issue.
- No existing setting or workaround is available within the standard Offer Creation workflow to add these fields.
- There is currently no documented information indicating that this functionality is planned, in progress, or part of the product roadmap.
- Customers requiring this functionality should raise a Feature Request for evaluation and prioritisation by the Product Team.
Example Scenario
Customer Requirement
A staffing organisation wants recruiters to capture the following details while creating an offer:
- Client Rate
- Margin
- Margin Percentage
- Client Rate Email
- Supporting Attachments
The organisation also wants approvers to review these details before approving the offer, while ensuring candidates cannot view this information.
Current Outcome
This requirement cannot be achieved within the current Offer Creation workflow because:
- Additional custom fields cannot be added.
- Custom fields cannot be passed through the offer approval chain.
- Role-based visibility for these fields is not supported.
Frequently Asked Questions
Can I add custom fields to the Offer Creation workflow?
No. The Offer Creation workflow currently supports only the standard fields available within the predefined stages.
Can commercial fields such as Client Rate and Margin be included in offer approvals?
No. Additional commercial fields cannot currently be added to or routed through the offer approval workflow.
Can approvers view internal fields that are hidden from candidates?
No. Conditional visibility for custom offer workflow fields is not currently supported.
Can I add an attachment field for approvers during offer creation?
No. The Offer Creation workflow does not currently support custom attachment fields for approval purposes.
Is this a bug?
No. This is a product limitation and would be considered a feature enhancement request rather than a defect.
Comments
0 comments
Please sign in to leave a comment.