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Offer Form
The Employment Offer Form template ensures that all information about a candidate and position is collected and summarized, so that HR has the information they need to process an employment offer and agreement.
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Overview
Even though it’s called an Employment Offer Form, it’s also used to process independent contract agreements and is a critical part of any effective offer management process.
As any recruiter can attest to, identifying the right candidate to fill a position is one of the most rewarding parts of the recruitment process. Next comes presenting the candidate with an employment or independent contractor offer and agreement.
In a competitive labor market, offer management is crucial. Time is of essence as candidates could have multiple offers. An effective offer management process includes an error-free and quick turnaround of an employment or independent contractor agreement. You’ll want to strike the iron while it’s hot and do everything you can to make sure that time is not wasted chasing down offer details and approvals.
Using an Employment Offer Form ensures that you have provided your hiring managers or anyone who is providing you with the details of an offer with a structured form that includes placeholders that prompt the user to provide HR with the summary of information in one place that HR needs to quickly process an offer. Using the Employment Offer Form eliminates the guess work and endless back and forth emails trying to get the pieces of information you need to pull the trigger on an offer. This includes salary, benefits, start date, and reporting structure.
Most importantly, when HR receives a completed Employment Offer Form they are assured that the Hiring Manager has received approval and the green light to proceed with an offer. It is not unheard of (actually it’s quite common) for hiring managers to direct HR to process an offer that has not been approved by management! By implementing an Employment Offer Form, this scenario can be avoided.
With all required information summarized in the Employment Offer Form, HR can zap out the employment contract in a jiffy…and focus on an equally important part of the offer management process – salary negotiation!
How the Employment Offer Form is used?
Send this Employment Offer Form to the stakeholder as soon as the reference checks have been conducted and you’ve been asked to prepare an offer. If you delay sending the offer form, you just may find that your information provider has left on vacation or becomes otherwise unavailable.
Once this Offer Form template has been modified for your company, it will be used by:
- Hiring managers or other stakeholders who will complete the form for HR.
- HR will use the completed form to create an accurate employment or independent contractor agreement
Why use an Employment Offer Form Template?
- Ensures that HR has everything they need up front.
- Clarifies and ensures that everyone understands the position details.
- Ensures that the necessary approvals have been obtained.
What you risk by not using an Employment Offer Form?
- You will waste time chasing down the details about the employee/contractor and the position.
- There may be misunderstanding between manager and HR with regards to the details of the position, compensation, benefits, and so on. There’s nothing worse than sending out an offer with the wrong salary!
- You may do all the work required to process an agreement and then discover that it has not been approved.
You bet.
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Download it for FREE! The template referenced on this page can be used on its own as a stand-alone tool, or in conjunction with other HR templates in the Contracts & Agreement Kit that includes the following documents: This form template ensures that all information about a candidate and position is collected and summarized, so that HR has the information they need to process an employment or independent contractor agreement. A contractual agreement template between the company and the employee that establishes the terms and conditions of employment. This agreement template is intended to be used to clearly articulate and establish the terms and conditions of a contract between your company and an independent contractor. A contractual agreement between an employee and your company allows you to bypass overtime rates by averaging the employee’s hours of work over a period of 1, 2, 3, or 4 weeks. This is a contract agreement that is signed by Staff, in the presence of a witness, to acknowledge that they've read, understood, and will adhere to the Staff Policies section in your Employee Handbook. An agreement used to obtain signed confirmation from front line and reception staff to acknowledge their understanding of company protocols and expected service levels. This document is a template spreadsheet that will help your company calculate the costs associated with terminating an employee, and to obtain authorization to terminate.
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