Offer approval and terms
Routes one offer through manager, finance, and HR approval with the comp band attached, then sends it for signature.
Tools
DocuSign, Lattice, BambooHR, Rippling
Outcomes
One approval record • No off-band offers • Signed packet on file
Documentation
Instruction-ready detail below
An offer approved in a side conversation and sent as an attachment leaves no record of who agreed to what, and no way to explain an exception to a candidate who asks. This workflow holds one offer in one place: the role, the band, the base, any equity, and the start date, with approval routed to the manager, finance, and HR in a fixed order. Approvals happen in a single thread, so the decision and the reason for any deviation from the band are captured together. A signed offer carries an expiry date, and anyone still unsigned is listed with what they still owe before that date passes. Once approved, the offer letter, confidentiality agreement, and compensation summary go out as one signature packet instead of three separate requests, and the return date is recorded. A human still negotiates, approves any exception, signs off on the final numbers, and makes the offer.