Offers
Create an offer
Step-by-step guide to creating a new offer in ClearOffer, from candidate details to compensation and benefits.
Create a professional, consistent offer in minutes. This guide walks you through each step of the offer form and what candidates will see.
What you’ll need
- Candidate name and email
- Target compensation and start date
- Optional: benefits, equity, commission/bonus details
Good to know
Offers save as Unpublished until you choose to send them. You can edit anytime before acceptance.
Start a new offer
1
Open the offer form
From the Dashboard, click “Create Offer.” You’ll see the New Offer form with three tabs and a live preview:
2
Fill out Basic Info
Enter the candidate and role details (required fields are marked):
Click “Next”.
- First Name, Last Name, Candidate Email
- Role, Department, Location
- Start Date, Offer Expires On
- Reports To (optional), Welcome Message (optional)
Time-saver: Quick Start Template
Time-saver: Quick Start Template
If it’s your first offer, use Quick Start Template to pre‑fill realistic sample values. Then adjust as needed.
Validation you might see
Validation you might see
- “First name is required”, “Role is required”, etc. for missing required fields
- Email must be a valid address
3
Configure Compensation
Add base pay and any variable components:Click “Next to Benefits”.
- Annual Salary and Currency
- Payment Frequency: Weekly, Biweekly, Twice a Month, Monthly
- Equity (optional): Stock Options or RSUs, Shares, Price(s), Vesting, Cliff
- Variable Compensation / Commission (optional): type, targets, rate, frequency, accelerators
- Bonuses (optional): Recurring or One‑time; Flat or Percentage; currency/frequency
Equity math
- RSUs: Shares × Current Share Price
- Stock Options: Shares × (Preferred Price − Strike Price)
OTE and pay mix
When you enter base salary and commission target, we estimate OTE and base/variable pay mix.
4
Add Benefits (optional)
Add benefits one by one or Import from Templates. Drag and drop to reorder.
Click “Save Offer”.
Tips for benefits
Tips for benefits
- Keep names short and clear (e.g., “Medical PPO 90”)
- Add a sentence on value or eligibility
- Link or attach plan PDFs for details
We’ll confirm creation and take you to the offer page. Status: Unpublished.
Live preview
The right‑hand summary updates instantly. If something looks off, switch back to that tab and adjust before saving.
After you save
- Review the offer details on its page
- Share or send the offer when you’re ready
- You can edit the offer at any time before it’s accepted or expires
Tips for success
Required fields to save
Required fields to save
Complete required fields in Basic Info and Compensation. Benefits are optional.
Options vs RSUs
Options vs RSUs
Choose RSUs for share grants with no strike price; choose Options when a strike price applies.
Show equity ownership in the letter
Show equity ownership in the letter
If your company has valuation and outstanding shares entered, you can include ownership percentage in the letter.
Thoughtful expiration dates
Thoughtful expiration dates
Allow enough time for review and questions—avoid weekend deadlines.
Validation and errors
Validation and errors
Red messages under fields indicate what to fix. You may also see an alert summarizing issues.
Need help?
If you run into trouble creating an offer, contact your workspace admin or reach out to support atsupport@clearoffer.io.