Steps: Set Up Offers

When you configure offers in Workday, you can:

Group compensation components, such as base pay, stock grants, and one-time payments, as 1 task.

Use security domains to control who can add and update specific information when initiating an offer.

Create offer statuses to track candidates at different stages of the offer process.

If you enable the

Additional Job Profiles

field on job requisitions, you can also change the job profile associated with a requisition during the Offer
stage for requisitions that have more than 1 profile.

If you select the

Allow Establishment on Employment Agreement/Offer

check box on the

Configure Establishment by Country

task, you can display the

Establishment

prompt on the

Details

section of Offer
events.

If you propose an establishment in offer, the proposed establishment populates in the applicable staffing events.

Edit Domain Security Policies.

Configure the security policies for these domains in the Recruiting functional area:

Candidate Data: Offer Details

Candidate Data: Offer Initiation

Candidate Data: Offer Initiation Business Title

Candidate Data: Offer Initiation Weekly Hours

Candidate Data: One-Time Payment Offer

Candidate Data: Stock Grant Offer

Manage: Candidates

Edit Business Process Security Policies.

Configure these business processes and their security policies in the Core Compensation functional area:

Propose Compensation Offer/Employment Agreement

Request One-Time Payment Offer/Employment Agreement

Request Stock Grant Offer/Employment Agreement

Steps: Configure the Offer Business Process.

Create Segment-Based Security Groups.

Configure the segment-based security groups that have access to the Candidate Data: Offer Questionnaires
security segment.

Access the

Maintain Offer and Employment Agreement Statuses

task.

These statuses display on the candidate profile, along with the candidate's current stage. Example: Offer - Verbal Offer Accepted.

Security: Set Up: Recruiting
domain in the Recruiting functional area.

Hide or Require Optional Fields.

Configure the optional fields that display on candidate offers. Select 1 of these functional areas:

Recruiting

Offer

Recruiting

Offer Details Composite View

If you configured the

Generate Document

step, we recommend that you hide the Document Language
field in the Offer functional area. The

Generate Document

step sets the document language based on the locale and language settings of the user. Hiding the Document Language
field simplifies the user experience.

(Optional) Enable additional job profiles on job requisitions.

Select the

Pre-Hire Process

Job Requisition

functional area.

Set up compensation components for the Offer
business process and its subprocesses.

See Steps: Set Up Compensation Components.

(Optional) Create One-Time Payment Plans.

Set up one-time payment plans, such as referral bonuses or new hire grants.

(Optional) Configure stock plans for new hires.

See Steps: Manage Stock Plans and Grants.

(Optional) Maintain Localization Settings.

Configure these localized fields to display on Offer
business process:

Paid FTE (Worker)

Working FTE (Worker)

When a candidate moves to the Offer
stage, Workday:

Creates an Offer
event.

Sets the candidate's status to Offer.

Creates a pre-hire record for the candidate.

Sends tasks to

My Tasks

for the roles that need to take action on the next business process step you configured.

Add Offer
as a

Possible Next Step

on 1 or more stages of the Job Application
business process.

Set up task consolidation to enable users to work on multiple tasks at once from a workbook.

Regenerate an accepted offer document.