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Feature · Recruiting and offers

Recruiting and offers

Follow an opening from approved requisition through applications, interviews and offer.

OverviewRecruiting workboard
Small Business HRMS · Recruiting and offers

Recruiting workboard

Applications

New
Application numberCandidateRequisitionRecruiterStage
APP-83533CND-9419JR-24658Applied
APP-99833CND-4138JR-41857Screen
APP-82126CND-9883JR-53693Phone interview
APP-84666CND-5898JR-30116Onsite
APP-46716CND-5889JR-75230Offer
6 of 6 records
CND-9419Applications · APP-83533
Applied
RequisitionJR-24658
Example screen with sample data

What you can do

Start from an approved opening

Follow an opening from approved requisition through applications, interviews and offer. Recruiter owns candidate, application, interview and offer records. A requisition carries the open position, headcount, hiring manager and recruiter. Candidate intake belongs to an Open requisition; an interview recommendation belongs to the application before it advances. The offer connects that application, candidate and position to the salary decision.

How the work is organized

  • Prepare the record. Open the requisition with its position, headcount, hiring manager and recruiter after the approval decision.
  • Review the decision. Match the candidate before adding an application; record a completed interview and recommendation before advancing its stage.
  • Close the handoff. Compare the offer salary with the position’s pay grade and record the authorized decision before sending it.

What to agree during setup

Agree who confirms an opening that adds headcount and who reviews an offer outside the position’s pay grade. Recruiter can edit the recruiting records; Hiring Manager can inspect the pipeline but has read access only. Admin records the decision after the hiring owner reviews the opening or offer.

Choose how to match an existing candidate before intake. Reuse the candidate when the identity matches and avoid a second application for the same candidate and requisition. Check start date, currency, salary and expiration before sending an offer. The implementation plan gives the first cycle a bounded scope.

Check the handoff on an actual case

Consider an applicant reaches the offer stage. Recruiter checks that the completed interview has a recommendation, then prepares the offer against the application and position. The salary decision should use the position’s pay grade before the offer is sent. Confirm the completed interview and recommendation on the application. Compare the offer salary with the linked position’s pay grade. Admin records the authorized decision before Recruiter moves the offer to Sent.

Test a normal case and one with a changed date or mismatched reference. Ask the operating owner to show the source record and its linked result. Repeat with an account outside the permitted role and confirm it cannot change the record. Keep the earlier decision available when correcting a mistake.

What your team sees

  • Recruiting workboard — Applications grouped by their current stage for Recruiter to follow.
  • Offers awaiting approval — Pending offers with candidate, position and salary for the decision handoff.

Follow the work through

Read the hire-to-pay process and the people-cycle process to trace decisions across modules.

What it keeps track of

Data model
Job requisitions
Approved positions opened to recruiting.
Candidates
Person pool in the applicant tracking system.
Applications
A candidate applying to a requisition; the recruiting pipeline record.
Interviews
Scheduled interviews against an application with scorecards.
Offers
Offer letter, approval chain and e-signature state.
Positions
Seat-level org entries that an Employee fills.
Pay grades
Salary bands tied to job titles and positions.

Who uses it

Permissions
Recruiter
Maintains the pipeline.
Hiring Manager
Reads requisitions, applications and interviews.
Admin
Records approval decisions; HR Business Partner reviews compensation terms through the agreed decision handoff.

Set up Small Business HRMS your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

How to get started