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Administrator Guide
Last Updated: 2024-01-26
Example: Add Documents to Job Offer

Example: Add Documents to Job Offer

This example illustrates how to configure the
Offer
 business process so that you can attach documents to employment offers that display on the Candidate Home page.
You want to include documents about your organization's health insurance package and stock options for workers along with the job offer to a successful candidate.
You need to add these steps on the
Offer
 business process to enable you add and review the documents before sending them for managerial approval and on to the candidate:
  1. Add Documents
  2. Review Documents
Security:
  • Candidate Data: Attachments
     domain in the Recruiting functional area.
  • Candidate Data: Offer Details
     domain in the Recruiting functional area.
  • Pre-Hire Data: Employment Agreement
     in the Recruiting and Pre Hire Process functional areas.
  1. Access the
    Edit Tenant Setup - Business Processes
     task.
  2. Select the
    Enable Attachments
     check box.
  3. Click
    OK
     and
    Done
    .
  4. From the related actions menu of the
    Offer
     business process, select
    Business Process
    Edit Definition
    .
  5. Select current date from the
    Effective Date
     prompt.
  6. Click
    OK
    .
  7. On the
    Edit Business Process Definition
     section, add 3 rows to the
    Business Process Steps
     grid and enter these values:
    Order
    Type
    Specify
    Group
    b
    Action
    Add Documents
    HR Administrator
    c
    Action
    Generate Document
    HR Administrator
    d
    Review Documents
    HR Administrator
  8. On the Make Offer Decision step, set the step order to z.
  9. Click
    OK
    .
  10. Click
    Configure Generate Document Step
    .
  11. Click
    OK
    .
  12. On the Configure Generate Document Step task, enter these values:
    Option
    Value
    Default Document
    Select
    Active Documents
     then
    Offer Letter Doc Gen
    Run As User
    HR Administrator/Recruiter
  13. Click
    OK
     and
    Done
    .
  14. Click
    Configure Document Review
    .
  15. Click
    OK
    .
  16. On the
    Configure Review Document
    task, select
    Today
     from the
    Document Effective As Of
     prompt.
  17. In the
    Documents
     section, select
    Generate Document Step
     then
    c - Generate Document
     from the
    Document
     prompt.
  18. Click
    Add
    .
  19. From the
    Document
     prompt, select
    Add Document Step
     then
    b - Add Documents
    .
  20. Click
    OK
     and
    Done
    .
Move the selected candidate to the
Offer
 stage and attach the health insurance package and stock options document for your organization.
Documents added to the
Offer
 business process as attachments will display to candidates on
Candidate Home
 in the order they become available to review. Documents that Workday generates using customizable templates are generated after standard documents. This ordering is dependent on how long the document takes to generate. Example: The health insurance package added using the
Add Documents
 step may appear above the offer letter.