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Workday User Guide
上次更新時間 ：2023-03-10
Steps: Configure the Offer Business Process

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.
  1. 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.
  2. (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
  3. (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
  4. 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.
  5. (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.
  6. (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.
  7. (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:
    1. Select
      Enable Attachments
      .
    2. 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.

這部分內容不屬於《Workday Administrator Guide》。