Each step includes a section specifying the activities that are common during this stage of an Offer Management case. Offer Management users may add an additional activity at any stage if required. When using the Online Offer functionality, the default activities that appear under the Activity Description in all offer management cases are:
If applicable and provided the correct relevant entries were made in the earlier steps, other activities may also automatically appear in the list:
- Offer Transmittal Message
- Offer Letter Document
- Release Request Document
- Financial Disclosure
- Permanent Residency
- Note Verbale
- Offer Letter Templates Available for Step 7
All Online Templates may be edited; however, since these are standard templates that have been approved by OHR and cleared by OLA, no substantive changes should be made therein.
At the start of the process, the Activity Status of all activities is displayed as Pending document generation. The Release Request Document may have a different Activity Status if it was initiated in Step 1.
Even if the Note Verbale is not part of the Online Offer, this template should be submitted to the signatory for approval otherwise the signatory will not be able to submit the Online Offer to the candidate.
As the processing of each template progresses, the Activity Status changes after specific actions have been taken, as follows:
Pending document generation (default) | OM/OF has not taken any action on a template |
Template generated | OM/OF has clicked on Generate |
In progress with OM/OF | OM/OF has accessed the Online Template and clicked on Edit |
Submitted to signatory | OM/OF has clicked on Submit to Signatory |
In progress with signatory | the Signatory has accessed the Online Template and clicked on Edit |
Returned by signatory | Offer Signatory has accessed the Online Template and clicked on Return to OM/OF |
Signed by signatory | Signatory has signed- the online template |
Submitted to candidate | Signatory has submitted the online documents and attachments to the candidate |
Accepted by candidate | Candidate has accepted offer online |
Review requested by candidate | Candidate has requested the review of the offer |
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