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Adding an Offer to a Project

Creating an Offer for a candidate

Written by Emmeline Mellor

Storing the details of Offers made to candidates in a Project is easy and organized in Thrive. Multiple offers can be entered, accepted, or rejected as needed.

Creating an Offer

  1. Click on the Project name on the Project home screen or from your Hub

  2. Open the candidate list for the Project.

  3. Drag a candidate into the Offer stage.

4. Select an Offer date and Candidate start date if applicable

5. Attach a document by clicking to upload or dragging and dropping

6. Enter any or all of the compensation details including:

  • Documents to attach

  • Currency

  • Base salary

  • Bonus amount (fixed amount or percentage)

  • Relocation bonus and signing bonus if applicable

  • Equity information

  • Total Estimated Compensation

7. Type an Offer note in the notes box if needed and click to save the Offer as Pending.

To mark the offer as Accepted, Rejected, Rescinded, or Deleted:

  • Select the three dots at the right of the Offer screen

  • Select the appropriate status: Accepted, Rejected, Rescind, or Delete.

    • If Accepted is selected, check the box to update compensation information on the contact profile automatically.

    • Rescind or Delete: You can delete or rescind offers regardless of whether they are pending or accepted. If you take this action, corresponding compensation or employment records on the candidate's profile will be automatically updated or removed to reflect this change.

  • Additional Offers can be added by selecting the plus sign at the top right of the offers screen

Helpful Tips:

  • Drag and drop candidates into the Offer stage for quick access to the offer page.

  • Utilize the option to update compensation information on the Person profile automatically to streamline the process.

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