Create or update the offer
Open Offers and record the latest offer state for the selected candidate.
- Capture owner, expected joining date, and risk notes.
- Update status after every candidate or client change.
Review tutorial
Track offers/joining
The team can see offer status, joining progress, and risk signals in one place.
What this helps you do
Offers and joining are late-stage workflows. Keep them updated so reports reflect real pipeline health.
1 2 Monitor joining risk
Use the offer view to catch stale or risky handoffs before they become surprises.
- Review overdue follow-ups weekly.
- Keep candidate communication outside the app reflected in notes.