Steps: Set Up Auto-Initiate Offers and Employment Agreements

You can configure the Offer
and Employment Agreement
business process steps to automatically initiate and send an offer and employment agreement to the candidate quicker. Auto-initiate for the Offer
step only works when salary or hourly are the only forms of compensation in the offer. This doesn’t work if the compensation includes other forms of compensation such as:

Allowance

Bonus

Commission

Merit

Other

Period

Salary

Stock

Unit Salary

When a user moves the job application to the step that’s been selected for auto-initiation, Workday automatically submits the offer or employment agreement to the candidate. The candidate can then review the documents and complete any related tasks.

Set Up Recruiting to Staffing Field Defaults.

On the

Maintain Staffing Field Defaults

task, on the

Employment Agreement

Offer

tabs:

Select either the Contract End Date
or Hire Date
for the

Field

Select the

Report Field

or enter the default date for the

Specific Value

Configure the Job Application
business process.

See: Steps: Configure the Job Application Business Process.

On the Job Application
business process definition, select Offer
or Employment Agreement
on the

Specify

field on the

Possible Next Steps

Possible Parallel Steps

grids for any step and select the

Automatically Initiate

check box.

If you have Approval
and Review
steps set up, the auto initiate offer step still completes in the business process. If any required fields are missed in the business process, the Offer
or Employment Agreement
steps don't auto-initiate.

Test auto-initiation thoroughly to confirm that the necessary fields are filled out for the candidate’s offer or employment agreement.