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Process for Closing a Candidate During the Offer Stage
Step 1. In Recruiting, initiate Background Checks with Integrated Vendors:
- Initiate the background check earlier in your process.
- Extend user permissions to authorize users (all users, or specific users) to submit a background check.
Step 2. Add an optional integration with your company's DocuSign account.
Step 3. Send templated emails for Reference Checks.
Step 4. Don't miss any details in your Offer Approval form.
Step 5. Use and edit Offer Letter tokens to avoid creating dozens of templates.
Step 6. Extend user permissions to additional team members to help get offers moving faster.
Recruiting Resources for Closing a Candidate
- Preferred Background Check Vendors
- Custom Email Templates
- Offer Approvals
- Offer Letters
- Notifications
Watch the Leveraging the Offer Stage Demonstration
Updated: November 25th, 2025 4421 views 0 likes
*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.