Offers & Closing

Create offer templates, check compensation, collect signatures, and hand accepted offers to supported systems.

Offers & Closing

Create and send consistent offer packets from a candidate's profile. Candidates can review, sign, accept, or decline an offer in their portal, while recruiters keep a versioned record of every packet.

Offers & Closing is an optional organization feature. If you do not see Settings → Offers or the Offers card on a candidate, ask an InsightHire platform administrator to enable it.

What you can do

• Create reusable offer templates with merge fields.
• Build versioned offer packets with salary and other compensation details.
• Compare an offer with the salary range on its requisition or position.
• Require offer approval based on salary or whether compensation is inside the approved range.
• Email the candidate a secure link to the offer.
• Require a typed or drawn signature before acceptance.
• Record acceptance or decline and notify a supported handoff destination.

InsightHire supports a lightweight electronic signature. DocuSign and Dropbox Sign integrations are not currently available.

Configure offer defaults

1. Open Settings → Offers.
2. Set the default expiration period between 1 and 90 days. The initial default is 14 days.
3. Choose whether a signature is required before a candidate can accept.
4. If needed, enable an HCM handoff and choose Webhook as the partner.
5. Enter the webhook destination supplied by your receiving system.

BambooHR and Workday may appear as partner choices, but direct employee creation is not available. InsightHire currently sends handoff events only through the webhook option.

Create an offer template

1. In Settings → Offers, create or open a template.
2. Write the offer content and insert available merge fields for the candidate, position, organization, salary, currency, pay period, start date, salary range, equity, bonus, and other compensation notes.
3. Preview the result and save the template.

Merge fields are replaced with packet details when the offer is prepared. Confirm all compensation and date fields before sending.

Prepare and send an offer

1. Open the candidate's profile and find the Offers card.
2. Create a packet from a template.
3. Enter the compensation, proposed start date, expiration date, and any optional compensation notes.
4. Review the salary-range check. Resolve any approval requirement before sending.
5. Preview the candidate-facing packet.
6. Send the offer.

The candidate receives an email with a secure portal link. If signatures are required, they must sign before selecting Accept. The portal also allows the candidate to decline.

Important limitations

InsightHire covers recruiting and offer closing; it is not payroll or a full human-capital management system. Acceptance and decline can produce handoff events, but they do not create an employee in BambooHR or Workday. Offer packets use InsightHire's lightweight signature rather than a third-party signature provider.