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Creating offers

When you've selected a candidate, create an Offer to record the formal proposal — the role, compensation, start date, and any conditions.

Steps​

  1. Open the selected candidate's application.
  2. Select Create Offer (or move them to the Offer stage, which may prompt for offer details).
  3. Enter the offer details:
    • Position / title and department
    • Compensation — base salary, bonus, allowances, currency
    • Start date
    • Employment type and any conditions or notes
  4. Attach or generate an offer letter if your organisation uses one.
  5. Save the offer.

🖼️ Screenshot: The offer form showing position, compensation breakdown, start date, and offer letter attachment.

Managing offers​

From the candidate's application (or the offers area) you can:

  • Edit offer details before it's sent.
  • Route the offer for approval — see Approvals & invites.
  • Send the offer to the candidate and track their response.
  • Record the candidate's acceptance or decline.

Special offer types​

Depending on your configuration, X0PA AI may support additional offer handling such as backdated offers and carry-forward offers for specific business processes. These behave like standard offers with extra date/tracking fields.

:::caution Sending offers Sending an offer notifies the candidate. Make sure the details are approved and correct — treat this as an outward-facing, hard-to-reverse action. :::