Steps: Configure the Offer Business Process

Configure the Offer
business process security policy.

Security: Security Configuration
domain in the System functional area.

You can configure the Offer
business process to:

Set a compensation basis.

Request and get approval for stock grants or one-time payment plans, and add them to compensation packages.

Get candidate endorsements from workers.

Generate, send, and receive electronically signed documents.

Renegotiate offers.

Enable candidates to update their government IDs and personal information.

Enable you to attach extra documents that you can send to candidates together with other generated documents.

You can also configure Workday to unpost jobs automatically once you've made an offer to a candidate.

Edit the Offer
business process definition.

Add 1 or more of these business processes as steps:

Propose Compensation Offer/Employment Agreement.

Request One-Time Payment Offer/Employment Agreement.

Request Stock Grant Offer/Employment Agreement.

Configure the Make Offer Decision
step as the completion step.

See Steps: Configure Business Process Definitions.

(Optional) Access the

View Business Process Template

report.

From the related actions menu of the Offer business process type, select

Business Process-->Configure Consolidated Template

to combine these compensation components into a single task:

Propose Compensation Offer/Employment Agreement

Request One-Time Payment Offer/Employment Agreement

Request Stock Grant Offer/Employment Agreement

Security: These domains in the System functional area:

Business Process Administration

Manage: Business Process Definitions

(Optional) Add a Review Offer
step.

The

Order

of this step must be b
.

If you include this step in the Offer
business process, Workday recommends that you omit the review step on these individual business processes:

Propose Compensation Offer/Employment Agreement

Request One-Time Payment Offer/Employment Agreement

Request Stock Grant Offer/Employment Agreement

(Optional) Configure Generated Documents.

Add a Generate Document
step to create an offer letter. You can create templates for offer letters using the

Create Document

task or Workday Docs. When you configure this step, you must select a

Default Document

from the Workday-delivered Offer category.

To view offer documents, users must be:

Assigned to the Review Documents
step.

Assigned as the

Run as User

on the Review Document
step. You can only select users who are assigned to a user-based security group.

Secured to the Candidate Offer Details
domain and belong to a document category security segment with access to the Workday-delivered Offer Letter and Offers document categories.

(Optional) Add the Add Documents
step to enable you to attach extra documents that you can send to selected candidates. Example: Code of Conduct.

Define a security group for the Add Documents
step. Example: Recruiter.

Edit your Configure Document Review
on the Review Documents
step to include the documents from the Add Documents
step.

(Optional) Add a Review Documents
step to request candidates to view and electronically sign the offer letter.

To ensure that candidates receive their offer letters, Workday recommends that you enable candidate email verification on the

Edit Tenant Setup - Recruiting

task.

(Optional) Select

Business Process Policy

Edit

from the related actions menu of the Offer
business process.

Enable document attachments for Initiation
and Action
steps when sending offer for approval internally. In the

Attachment Setting in BP Toolbar

section:

Select

Enable Attachments

Select which security groups have permission to view and edit attachments.

Security: Set Up: Tenant Setup - BP and Notifications
domain in the System functional area.

To regenerate an accepted offer document, configure the Regenerate Offer Documents
business process and access the

Regenerate Offer Documents

task.