Setup Considerations: Offers

What It Is

You can configure Workday Offers to manage all stages of sending an offer of employment to a selected candidate.

Business Benefits

Improves efficiency by combining all compensation components into a single task. Example: Salary, bonuses, and stock grants.

Provides greater flexibility by enabling regeneration of offer letters to update details for candidates who have already moved into the staffing process. Example: Hire date or job title.

Simplifies task management with workbooks that consolidate multiple offer-related tasks in My Tasks, helping teams manage high volumes more efficiently.

Increases job requisition flexibility by allowing you to add extra job profiles during the offer stage to customize offers based on role requirements.

Ensures legal and compliance support by integrating employment agreements directly into the offer process to meet regulatory standards.

Strengthens auditability by tracking every offer change with a clear history of who made the change and when. This creates a reliable audit trail for internal reviews and regulatory reporting.

Use Cases

Initiate multiple offer components in 1 task.

Example: Add a candidate’s base salary, signing bonus, and stock option grant to the same offer task.

Automate offer initiation.

When a job application moves to the Offer
stage, Workday automatically generates and sends the offer letter.

Consolidate multiple My Tasks offer and review tasks into 1 workbook.

A recruiter combines several offer initiation and review tasks and submits them together.

Track candidate progress with Offer statuses.

Example: Use statuses like Verbal Offer Accepted
, Offer Sent to Candidate
, and Offer Accepted
.

Enable candidates to decline offers online.

A candidate clicks a

Decline Offer

button on the external career site.

Design, create, and preview templates for offer letters with Workday Docs.

Design a template with placeholders for name, salary, and start date, and preview it before sending.

Generate and regenerate offer letters easily.

Update the Hire Date or the Start Date and resend the offer. Workday keeps a record of all changes.

Renegotiate offers efficiently.

Example: Update compensation terms, location or job title and resend the offer. Workday retains a record of all changes.

Attach extra documents.

Attach a benefits summary or a copy of the employee handbook.

Send Offer and Employment Agreement in the same job application flow.

After the candidate accepts the offer, the employment agreement is automatically sent for review and signature.

Include Notice Period
and Probation Period
details in offer documents.

Example: The offer letter states the probation period is 3 months and the notice period is 1 month.

Enable candidate interaction.

Candidates can accept or decline offers, upload documents, and complete forms through the external career site.

Questions to Consider

Questions	Considerations
Do you want to send candidates an offer followed by employment agreement in the same job application flow?	You can configure the Employment Agreement step on the Offer business process.
Do you need to generate and have candidates sign both an offer letter and an employment agreement document?	If yes, then you need to use both Offer and Employment Agreement business processes sequentially.
Do you need to include these details on the employment agreement document? Notice Period Probation Period Collective Agreement Contract Details	You must add the same details on the Offer business process. The configurations of the Offer and Employment Agreement business processes need to mirror each other in order for data to flow down from Offer to Employment Agreement and onwards to Staffing Events . You can edit these details on Employment Agreement if desired.
How do you want to manage multiple offer tasks?	You can configure Workbooks to consolidate these steps into 1 task in My Tasks: Offer Initiation Review Offer
Who do you want to change information during the offer process?	Security domains enable you to control who can update information when initiating an offer.
How do you want to manage negotiations with candidates?	You can enable candidates to decline an offer directly from the Candidate Home. When you renegotiate an offer, the new offer uses the details from the original offer, even if you update the job requisition.
How do you want to update offer document details after a candidate accepts?	You can configure the regeneration of offer letters after you move a candidate into a staffing process. Example: When you update the hire date after you’ve moved the candidate to the Hire stage, you can regenerate a new offer document to send to the candidate.
Do you want to send other documents to candidates together with the offer letter?	You can configure the Add Documents step to the Offer business process. This action step enables you to attach documents. Example: Health Insurance Package.
How do you want to populate offer information during high volume hiring? Example: Internships	You can configure condition rules and data fields on the Maintain Staffing Field Defaults task to populate these fields on an Offer during recruiting: Hire Date Contract End Date
Do you wish to include Compensation in the generated offer document?	Add Compensation to the Offer and Employment Agreement business processes. Compensation values added on the Offer step don't flow down to the Employment Agreement step.
Do you want to: Renegotiate Employment Agreement Run any other business process between Offer and Employment Agreement. Example: Background Check.	Remove this Entry Condition ; Allow Employment Agreement step if there is no prior Offer event , from every stage of the Job Application business process where Employment Agreement is configured as a Next Possible Step .
Do you want to include these details on the offer document? Compensation One Time Payment Stock Grants	Ensure to add the same details on to Employment Agreement so that they can flow down to: Staffing Events Hire Change Job.
Do you wish to make corrections to an Offer?	If you make a Correct to Offer, the corrected Offer data will flow down to Employment Agreement . Any subprocesses of Employment Agreement that haven’t started will get corrected data from Offer . Any subprocesses of the Employment Agreement that have started won’t get corrected data from Offer . Corrections made to Employment Agreement will update only the values on the Employment Agreement .
Do you want to report on Compensation in the context of an Employment Agreement or have Compensation in the generated employment agreement document?	Configure Compensation on the Employment Agreement business process.

Recommendations

Workday recommends that you don't configure Offer
and Employment Agreement
as parallel stages to each other. Initiating Employment Agreement
first with Offer
as a parallel stage will cause Offer
not to initiate.

On the Generate Document
step on the Offer
business process, Workday bases the document language on the user's locale and language. We recommend you hide the

Document Language

field for offers.

Configure the Make Offer Decision
step as the completion step on your Offer
business process.

To propose establishments that will appear in offer letters, Workday recommends that you select the

Allow Establishment on Employment Agreement/Offer

check box on the

Configure Establishment by Country

task.

Use Employment Agreement
instead of Offer
, if you need to include these details but don't want to send an offer followed by an employment Agreement:

Collective Agreement

Probation Period

Contract Details

Notice Period

Workday recommends that you renegotiate Offer
before you initiate Employment Agreement.

You can't go back to Offer
or renegotiate Offer
after you initiate the Employment Agreement
step.

Requirements

Set up job requisitions to track job requirements and move candidates through the recruiting process.

Limitations

When consolidating tasks in a workbook:

You can include a maximum of 200 offers.

You can't consolidate delegated tasks.

If you remove mutual exclusivity between Offer
and Employment Agreement
, you can’t use the

Maintain Staffing Field Defaults

task to populate these details on Employment Agreement:

Hire Date

Contract End Date

On the Approval
step of the Offer
business process, when an approver sends back an item with a comment, Workday doesn't display that comment to the user who receives the item.

Tenant Setup

No impact.

Security

Domains	Considerations
Candidate Data: Offer Details in the Recruiting functional area.	Users can access a candidate's offer details and related documents. Only users with access to this domain can view the Compensation tab on the candidate's profile.
Candidate Data: Offer Initiation Candidate Data: Offer Initiation Business Title Candidate Data: Offer Initiation Weekly Hours in the Recruiting functional area.	Users can access these fields when initiating an offer: Start Date Location Document Language Business Title Weekly Hours
Candidate Data: One-Time Payment Offer in the Recruiting functional area.	Users can access a candidate's one-time payment details during the offer process. Example: Signing bonus.
Candidate Data: Stock Grant Offer in the Recruiting functional area.	Users can access a candidate's stock grant details during the offer process.
Candidate Data: Attachments in the Recruiting functional area.	Users can view documents on the Candidate Attachments tab on the candidate profile. Example: Stock plan policy.
Docs Drive in the System functional area.	Users can access Workday Docs to create templates for offer letters.
Manage: Candidates in the Recruiting functional area.	Users can update candidate statuses.

Business Processes

Business Processes	Considerations
Offer	Configure steps for: Compensation. Document generation and review. Renegotiation of offers.
Job Application	Configure the Offer business process on the Job Application business process to enable renegotiation of offers.
Propose Compensation Offer/Employment Agreement Request One-Time Payment Offer/Employment Agreement Request Stock Grant Offer/Employment Agreement	Configure these business processes as part of the Offer business process. These business processes enable you to request and get approval for compensation plans, such as stock grants, and add them to compensation packages.
Regenerate Offer Documents	You can configure this business process to enable regeneration of offer documents.

Reporting

You can use the

View Document Template Details

report to view offer letter templates created with Workday Docs.

Integrations

You can use the Offer
web service to initiate offers in bulk.

Connections and Touchpoints

Offers functionality interacts with these areas of Workday:

Features	Considerations
Career Sites	You can configure your career sites to enable candidates to respond to offers from Candidate Home.
Compensation	You can include and group compensation components together in your candidate offers.
Job Requisitions	Your offers use details from the job requisition that you initiate them from. When renegotiating an offer, the details come from the latest completed offer.
Workday Docs	You can configure Workday Docs to create templates for offer letters.

Workday offers a Touchpoints Kit with resources to help you understand configuration relationships in your tenant. Learn more about the Workday Touchpoints Kit on Workday Community.