After the Offer Acceptance

This page outlines all steps that the team takes after the candidate has officially accepted our offer.

The interview lifecycle

Onboarding process for US-based teammates & contractors

After the candidate formally signs the offer letter via DocuSign, the Recruiter takes the following steps to onboard the new Teammate:

Step 1: via Greenhouse, the Recruiter sends a welcome email to the candidate by selecting the "welcome email from recruiter - US" or the "welcome email from recruiter - Non-US"template, depending on the location of the new Teammate.

Step 2: the Recruiter confirms that the open, start and hired dates are correct, ensuring accurate time-to-fill data.

  • COMING SOON: how to view / edit

Step 3: the Recruiter confirms the candidate source information is accurate, ensuring accurate source data.

  • COMING SOON: how to edit source information

Step 4: the Recruiter declines all other candidates if we are closing the role / not hiring for multiple positions.

  • COMING SOON: how to decline candidates

Step 5: the Recruiter marks the candidate as “hired” in Greenhouse.

  • Click the “Mark Candidate as Hired” button found in the “Offer Details” section of the candidate’s profile
  • Select Close Reason: “hire-new headcount” or “hire-backfill”
  • Click either "yes" or "no" in the “Keep Job Open” section. Only keep the job open if we are hiring for multiple openings
  • Select "Yes" for “Make Candidate Private”
  • Select "Yes" for “Export to BambooHR
    • If you don’t see an option to export to Bamboo, please ensure your Bamboo integration is active by following these steps
  • Email a summary of this candidate to:
    • Onboarding Email
    • VP of Talent
    • Hiring Manager

Step 6: the Recruiter sends a “thank you for participating in the interview process” note to the interview team in the role-specific Slack channel

Step 7: the Recruiter archives the Channel after people respond

Step 8: the Recruiter asks the Hiring Manager to make a announcement of the candidate’s acceptance in the Slack #Hiring channel.

Step 8: the People Operations team then works with the candidate to onboard them and get them set up for their first day!

Onboarding process for PEO hires

After the candidate formally signs the offer letter (contract) generated through the PEO, the Recruiter takes the following steps to onboard the new Teammate:

Step 1: via Greenhouse, the Recruiter sends a welcome email to the candidate by selecting the “welcome email from recruiter - PEO” template.

Step 2: the Recruiter confirms that the open, start and hired dates are correct, ensuring accurate time-to-fill data.

  • COMING SOON: how to view / edit

Step 3: the Recruiter confirms the candidate source information is accurate, ensuring accurate source data.

  • COMING SOON: how to edit source information

Step 4: the Recruiter declines all other candidates if we are closing the role / not hiring for multiple positions.

  • COMING SOON: how to decline candidates

Step 5: the Recruiter marks the candidate as “hired” in Greenhouse.

  • Click the “Mark Candidate as Hired” button found in the “Offer Details” section of the candidate’s profile
  • Select Close Reason: “hire-new headcount” or “hire-backfill”
  • Click either "yes" or "no" in the “Keep Job Open” section. Only keep the job open if we are hiring for multiple openings
  • Select "Yes" for “Make Candidate Private”
  • Select "Yes" for “Export to BambooHR
    • If you don’t see an option to export to Bamboo, please ensure your Bamboo integration is active by following these steps
  • Email a summary of this candidate to:
    • Onboarding Email
    • VP of Talent
    • Hiring Manager

Step 6: the Recruiter sends a “thank you for participating in the interview process” note to the interview team in the role-specific Slack channel

Step 7: the Recruiter archives the Channel after people respond

Step 8: the Recruiter asks the Hiring Manager to make a announcement of the candidate’s acceptance in the Slack #Hiring channel.

Step 8: The PEO team then works with the candidate to onboard them from a compliance perspective and our People Ops will ensure we get them set up for their first day!

Note: Any questions or status updates regarding the status of a PEO contract or onboarding details will be communicated with the PEO provider slack channel.

Changing a new hire’s start date

If a new hire needs to change their start date, the Recruiter follows the below steps:

Step 1: Send the below Slack to Ines, Noemi, & Carly to request approval to change the start date. _Please note: all requests must be at least 5-days before the new start date to allow enough time for People Ops to onboard

“Hi team, we have a candidate who would like to move their start date. Please find their updated details below. Do we have the green light to make the change? If so, I will update the hire date in Greenhouse and will send an email with the updated start date.

  • Name: ____
  • Original start date: __
  • New start date: (must be a cohort date): __”

Step 2: Update new start date in Greenhouse (in the offer section).

Step 3: Send email to candidate (reply all to the "welcome email from recruiter") confirming their new start date.