The Offers and Agreements Section

The Offers and Agreements section contains e-sign-enabled documents that have been triggered to be sent to candidates. Before the document can be sent to the company e-signer and candidate, it must be reviewed and assigned to a company e-signer in the Offers and Agreements section. 

The Offers and Agreements section can be found in the main menu:

Search, Filter, & Download Options

• Quickly find specific documents using the search bar.
• Use the filter button to filter the document list by document type, job type, job role, hiring plan approver, hiring manager, start date, or creation date.
• Sort the list by oldest to newest or newest to oldest.
• Use the column modifier button to choose which columns appear in the list, allowing you to only display the information that is important to you.
• Download a CSV file of the information currently on the page using the final button at the top of the section on the right-hand side.

The Pending Tab

The section will open in the Pending tab, which contains all documents which need to be reviewed, assigned a company e-singer, and sent to the candidate.

The number of pending documents is listed at the top of the section to ensure nothing is missed.

Sending and Cancelling Documents

Pending documents can be reviewed and sent using the arrow icon and cancelled using the option in the three-dot menu next to each document. The full process can be seen in the article linked at the top of the page.

The Failed Tab

The Failed tab contains documents which have failed to send. Use the Refresh button next to each document to attempt to resend.

The Sent Tab

The Sent tab lists all documents which have been reviewed and sent. The status column tracks the progress of the document by showing who has signed. The document will be sent to the company e-signer first, then to the candidate. 

Use the eye icon in the Actions column to see the document.

The Completed Tab

The Completed tab contains all documents which have been signed by both parties or have lapsed due to not being signed within 10 days. View and download the document using the icons in the Actions column.