What you will find in this article:
Creating Offers in Greenhouse
If the Greenhouse integration with Pave is turned on, offers created in Greenhouse will be sent to Pave. You will be able to view the Greenhouse-generated offer if you log into the Pave portal using the same email address associated with your Greenhouse account. To see the offer, navigate to the menu on the left side of the page, and select Offers. If you do not see Offers, reach out to your Pave Administrator to confirm your permissions.
Follow these steps to create Pave-compatible Greenhouse offers:
Create the Candidate: To create a Visual Offer Letter in your ATS, log into the ATS and navigate to the candidate who should receive the offer. The candidate profile must have these fields completed before sending a Visual Offer Letter through Pave:
Ensure the person creating the offer letter is tagged as the recruiter
Create the Offer: Move the candidate to the “Offer” stage and select “Manage Offer”. Select “Create Offer” and complete the information associated with the Offer. These fields are required:
Salary (field type must be currency)
Equity (recommend number of shares)
If using value (gross or net) please work with your onboarding team to define exact Equity calculations.
[Optional]: We offer customizations to accommodate for more complex candidate operations.
Recruiter - field type: User. If specified as a custom field on the offer, we will use this to override the recruiter associated with the candidate.
More details on ATS-based offers here.
Offers will be generated in Pave when the offer is “saved” in your ATS. If you use the ATS approval feature then the offer must be approved before it appears in Pave.
*If an offer created in Greenhouse has the same email address of an offer that is already in Pave, it will overwrite and update the offer in Pave with the new details from Greenhouse (regardless of if the offer was originally created in Pave or ATS).
Note: At this time, we only support creating Visual Offer Letters from Pave, Greenhouse and Lever. Pave plans to enable Visual Offer Letter creation with other Applicant Tracking Systems over time.
Editing Offers in Greenhouse
To identify whether an offer was generated in Greenhouse, look for the green Greenhouse icon associated with the candidate/offer. Offers generated in Greenhouse need to be edited directly in Greenhouse and will appear on the offer in the Pave portal. This includes changing the recruiter for the offer.
Generally, the email address associated with the offer should not be edited. Editing a candidate’s email address will require that the candidate create a new Pave account with an updated email address.
Deleting Offers in Greenhouse
Greenhouse-powered Visual Offer Letters will be deleted from Pave in any of the following scenarios:
- The candidate is marked as “Candidate Declined” or “Mark Candidate as Hired”
- The offer is rejected
- The candidate is deleted
Offers generated from Greenhouse cannot be removed from within the Pave portal.
Sharing a Visual Offer Letter
To share a Visual Offer Letter directly with a candidate from the Pave portal, select the candidate you wish to send an offer to. Once you are in the candidates' offer, click on the Send Offer button, located on the top right.
From there you have two options:
- Click "Send Offer" to send with custom messaging - this will be on company branded letterhead.
- Click "Copy offer link" and then create a standard email and include the link to the offer letter. The link will direct the candidate to sign up for Pave where they can log in and view their Visual Offer Letter!
- This link can only be sent to the candidate to access and view their offer letter. Your colleagues will not be able to use the link to view the candidate's offer letter.
Optional Approval Flow
If you are using an approvals workflow in Greenhouse, you can enable this optional feature that will allow only the approved offers to pull into Pave. For information on how to set it up, please refer to this document.
If you have any questions about this please contact your Customer Success Manager or the support team here!