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Status Future consideration
Categories Recruitment
Created by Guest
Created on Aug 15, 2022

Make Offer Cards 'View only' once submitted for approvals

Is there a way to lock down the offer card so once the details are submitted for approvals, it goes into a Read Only or View Only so nothing can be added or changed to the offer card or applicant profile once that round of approvals has been submitted/approved?

What business value are you trying to achieve?

Once an offer card is submitted, the hiring manager and team can no longer access that individuals Offer Card and applicant details. We want ease of access. It adds an extra step to our team in HR when we have to go and pull this information for the hiring department. They should be able to access it on their own (they often need contact information, the resume, the approved offer details, etc.).

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  • Guest
    Reply
    |
    Dec 1, 2023

    We've really been trying to find a solution to this as we want hiring managers to have initial access to complete the offer card, but can't have them quietly updating the salary w/o the opp for our team to review. We'd be fine with read only after submission, relaunch permissions, or report capability of capturing offer card revision history.

  • Ryan Croukamp
    Reply
    |
    Dec 6, 2022

    Agree this will be helpful as we do have hiring managers changing the details on the offer card once it has been approved or the applicant accepts the offer

    Would be good to control this via permissions

  • Guest
    Reply
    |
    Nov 3, 2022

    Once the Offer Card goes through the approval process, users should not be able to go back and make edits. This defeats the purpose of an approval process. We would like to have one of the options below available. This is even more important now that the new Pay Transparency Act is in play in NYC.

    1. Have the Offer Card in a read only status for certain access levels once it has gone through the approval process.

    2. If the Offer Card is changed after approval, require that it go through the approval process again.

    3. If the Offer Card is changed after approval, have a notification sent to the designated approvers.

  • Mark Evans
    Reply
    |
    Aug 16, 2022

    possibly editable only with permissions

    Managers can always access the applicant card and select the Offer to see the offer details

    you can also look in Application history to see the offer document(s)

    talk to your CSM