When you select Send Offer, the candidate gets an email and a text message with a link to their offer. They open it without a password, review the offer letter, sign the required documents, upload anything requested, and then accept, suggest changes or reject. You follow every step on Hiring > Onboarding in the Worker view, where the person's status changes as they go.
Who can do this: People whose permission group includes Onboarding can follow offers. Acting on them needs more: Update Offer and Resend Offer need the hire permission, and the approval buttons need the matching reviewer permission.
From offer to first day
Stage | What the candidate does | What you do |
Approval (only if your company requires it) | Nothing yet. | If you selected Submit for Approval, an offer reviewer (and, for special conditions, a special reviewer) approves the offer before it goes out. |
1. Offer sent | Opens the link from the email or text. No login or password is needed. | Watch the status go from sent (unread) to read. |
2. Signing | Reviews the offer letter, signs documents marked with an asterisk, and uploads any required personal documents. | Open the person's onboarding profile to see what's done. |
3. Decision | Selects Review & Accept, Suggest Changes or Reject. | If they suggest changes, use Update Offer. If they reject, the status shows it. |
4. Review & Hire | Sees "Your Offer is under Review" and waits. | A document reviewer selects Review & Hire once everything required is signed. |
5. Onboarding | Gets a welcome email with sign-in details, signs in and finishes onboarding (personal, tax and banking info, and any post-hire documents). | The status shows Onboarding and the step they're on, or Not Started if they haven't signed in. |
Some steps only happen at some companies. Approvals depend on your company's hiring settings, a background check may be part of the offer, and W-2 employees at companies that pay through SequiPay on Sequifi need one more approval of their forms.
Follow an offer
Select Worker in the Worker / Admin toggle, then Hiring > Onboarding.
Use the office selector and the filter (Status, Position, Manager, Department) to find the person.
Check the Status column, or select the person's name to open their onboarding profile. It has Employment Package, Comments and Documents tabs.
If you hover over Offer Letter Accepted, a tooltip lists the documents that still aren't signed.
On the candidate's phone
The offer link opens in the phone's web browser, not the Sequifi app. The candidate doesn't need the app until after they're hired.
Common questions
Does the offer email include a password?
No. The offer link works without one. The new hire gets their sign-in email and temporary password after they're hired.
The candidate says the link doesn't work, or the offer expired.
Open their onboarding profile and use Resend Offer. See Resend or change an offer.
The candidate never got the welcome email.
On their onboarding profile, a document reviewer can select Resend Welcome Email while the status is Onboarding.
Can the candidate ask Fin or Sequifi Support for help?
Not from the offer page: chat help only appears after someone signs in. Give candidates your own contact details, or send them For candidates: review, sign and accept your offer.
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Still stuck? Getting help from Sequifi Support.