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Close a candidate during the offer stage

Recruiting gives you tools to help close a candidate who has an offer. Use the steps below to move offers forward quickly.

This article is for administrators.

 

Process for closing a candidate during the offer stage

  1. Start a background check early in your process. Use an integrated vendor in Recruiting. For more information, refer to Use the background check integration and Preferred background check vendors.:
    1. Extend user permissions to authorize users (all users, or specific users) to submit a background check.
  2. Add an optional integration with your company's DocuSign account.
  3. Send templated emails for reference checks. For more information, refer to Create and share recruiting email templates.
  4. Complete every field in your offer approval form. For more information, refer to Recruiting Offer Approval Setup Guide.
  5. Use and edit offer letter tokens so that you do not have to create many templates. For more information, refer to Set up offer letters.
  6. Extend user permissions to more team members to help move offers faster. For more information, refer to Set up offer letters

Recruiting resources for closing a candidate


Watch the Leveraging the Offer Stage Demonstration  


 

Updated: May 8th, 2026 5499 views


*This content is for educational purposes only, is not intended to provide specific legal advice, and should not be used as a substitute for the legal advice of a qualified attorney or other professional. The information may not reflect the most current legal developments, may be changed without notice and is not guaranteed to be complete, correct, or up-to-date.

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