This article is for administrators.
Process for closing a candidate during the offer stage
- 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.:
- Extend user permissions to authorize users (all users, or specific users) to submit a background check.
- Add an optional integration with your company's DocuSign account.
- Send templated emails for reference checks. For more information, refer to Create and share recruiting email templates.
- Complete every field in your offer approval form. For more information, refer to Recruiting Offer Approval Setup Guide.
- 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.
- 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
- Preferred Background Check Vendors
- Custom Email Templates
- Offer Approvals
- Offer Letters
- Notifications
Watch the Leveraging the Offer Stage Demonstration
Updated: May 8th, 2026 5500 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.