Candidate Details
Full legal name, contact data, and identifiers used for background checks and tax forms; match government ID to avoid onboarding delays.
Using a standardized Employment Coordinator Offer Request reduces errors, speeds approvals, and preserves a clear audit trail of approvals and contingencies. It helps HR, hiring managers, and legal teams confirm pay, start dates, and required checks before issuing a binding offer letter.
Hiring teams, HR coordinators, and hiring managers prepare or initiate the request to capture candidate and role details before approvals.
The completed request is routed to appropriate approvers (HR lead, department head, compensation reviewer) and stored with hiring records for compliance and onboarding.
The HR Director typically has organizational authority to approve exceptions to standard compensation and to finalize offers when budgets or policy deviations are involved. They confirm compliance with employment policies and sign where policy-level approvals are required.
The Hiring Manager confirms the candidate selection, provides role-specific approvals, and may have delegated budget authority to approve offers within preconfigured pay bands; their signature documents operational consent to proceed with onboarding.
Optica centralized approvals across remote teams to reduce back-and-forth email.
The operations team required a single workflow for offers and consents to ensure compliance.
A draft offer letter with role, salary, start date, and contingencies that the hiring manager expects to send upon approval; it ensures offer wording matches the request.
Current resume and qualifications that justify the compensation and provide evidence for approvals and any required licensing verification.
Signed candidate authorization for background checks and reference checks to avoid compliance delays and start-of-employment issues.
Document or ticket confirming funding source and budget owner approval to prevent post-acceptance compensation revisions.
Request created and complete with attachments.
Hiring manager and compensation approvals recorded.
Background and credential checks completed.
Formal offer letter sent to candidate.
Commonly 3–7 calendar days to accept or negotiate the offer.
Complete within the hiring timeframe; delays may extend the start date.
Employer must complete Section 2 within 3 business days of hire (8 CFR §274a.2).
Allow payroll team 5–10 business days before first pay cycle to avoid pay delays.
Retain hiring records according to retention policy and legal requirements.
Full legal name, contact data, and identifiers used for background checks and tax forms; match government ID to avoid onboarding delays.
Job title, department, location, schedule, and reporting line so hiring managers and payroll can configure position correctly.
Base salary, bonus targets, equity, pay frequency, and any signing incentives; include cost-center and budget code for finance.
Background checks, credential verification, drug screening, and work eligibility requirements that must be satisfied before start.
Named approvers and required signatures (hiring manager, HR, compensation owner) with escalation routing if approvals lapse.
Resume, offer draft, authorization forms, and verification evidence attached to preserve the hiring record.
| Field | Configuration |
|---|---|
| Required Fields | Candidate name, role, and proposed pay |
| Approver Order | Hiring Manager → Compensation → HR |
| Conditional Routing | High salary triggers HR Director review |
| Notifications | Email/SMS alerts to pending approvers |
Ensure the platform supports audit trails, common file formats, and the integrations your HR tech stack requires.
| Document Type | Request | Offer Letter | Employment Agreement |
|---|---|---|---|
| Purpose | internal approval | external offer | binding contract |
| When used | pre-offer | post-approval | post-acceptance |
| Binding? | no (usually) | ||
| Key signers | hr/managers | candidate | candidate & employer |
| signNow | DocuSign | Adobe Sign | PandaDoc | HelloSign | |
|---|---|---|---|---|---|
| Starting Price | $8/user/mo | $15/user/mo | $14/user/mo | $19/user/mo | $15/user/mo |
| Free Trial | 7-day free trial | Varies by plan | Varies by plan | Varies by plan | Varies by plan |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
| Envelope Cap | No cap | 100 envelopes/user/year | Varies | Varies | Varies |