Edit Offer Detail | Shared Health

SuccessFactors How-To

2020-06-10

Edit Offer Detail

Overview

Offer details that need to be changed after the offer approval has already been completed can be performed using the

Edit Offer Detail function. For example, if something in the offer needs to be corrected as a result of an error, or changed

as a result of further negotiation with the successful candidate.

Note: When an offer is edited, the HR Director for the site must be added as the offer approver.

Before you Begin

Before proceeding, you must determine if the offer is eligible for editing, or if additional work will be required first. This

is based on where the successful candidate is located within the Talent Pipeline. Review the Candidate in Offer Segment

and Candidate in SAP Segment scenarios below to determine what the next step will be for your situation.

Candidate in Offer Segment

If the candidate is located in the Offer segment, proceed based on which sub-folder the candidate is located within:

• Offer Approval folder: offer detail can be edited and sent the the site HR Director for approval.

• Offer Letter folder: you must move the candidate from the Offer Letter folder into the Offer Approval folder

before you edit the offer. See how to Manage Applicants Using the Talent Pipeline

for step-by-step instruction.

When you are ready to edit the offer, refer to the procedure starting on the next page.

Candidate in SAP Segment

If the candidate is located in the SAP segment, do not proceed. This indicates that the electronic offer letter has already

been sent to the successful candidate, the successful candidate has accepted the offer, and HR Shared Services may

already be processing the hire in SAP.

You must contact HR Shared Services to coordinate the additional work that will be required to edit the existing offer.

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2020-06-10 2

Procedure

From the Job Requisitions screen,

1. Click .

The Candidate Offer Approvals screen appears and lists all offers associated with the Org Chief’s job requisitions.

2. Click the applicable candidate name in the Candidate Offers column.

Note: The list of offer approvals can be filtered by the current Offer Status. See how to Filter Offer Approvals

for more information.

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The Offer Approval screen appears and displays the terms of the existing offer approval.

3. Click Edit Offer Detail.

The Offer Approval fields are now editable.

4. Edit the necessary offer approval fields (e.g. Step on Scale, Vacation, etc.).

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5. Scroll down to the Approvers: Version section.

Note: The Ad hoc approver field will be pre-populated with

the name of the individual who approved the original offer

approval.

6. Enter the name of the site HR Director in the Ad hoc

approver field.

Note: As you type, the system will propose names that match

your criteria directly below the field. Continue typing until the

HR Director’s name appears.

7. Click the name.

8. Enter detailed comments in the Comments field to document

the reason for editing the offer approval.

9. Click Send for Approval.

A Confirmation pop-up window appears.

10. Click Yes.

Note: An email notification is generated and sent to the HR

Director indicating that an offer is pending their approval. See

how to Approve an Offer

for more information.

Next Steps

When the approval is completed for the updated offer, HR Shared Services uses SuccessFactors to create a new offer letter and sends it electronically to the

successful candidate. The Org Chief will receive an email notification when the successful candidate accepts or declines the online offer.