Charter - Paperless Offer Approval Process

Problem Statement

The recruiting team currently uses a manual offer approval process in which an offer letter is physically printed out and wet signatures are collected from each approver. This process is inefficient and has room for improvement.  

The recruiting team would like to look into and possibly implement an electronic approval system which would streamline the process. The new process would allow hiring managers and recruiters approve offers digitally through e-mail and would allow the recruiting coordinator to monitor outstanding and completed approvals. 

Customers

1. Hiring Managers
2. Recruiters 
3. Recruiting Coordinators

Business Case

By moving to an electronic offer letter approval process, it will save time and money. It will also be more convenient for all customers involved. 

In Scope

1. Solution to replace current process 
2. Taleo 

Out of Scope

TBD

Success Metrics

1. Faster and more efficient offer letter process
2. Ease of use and efficiency for the recruiting team and hiring manager

Risks 

Deliverables

1. Communication Plan
2. Workflow 
3. Evaluation of electronic approval process 
4. Implementation of new process

Resources

1. Technical
2. Sponsors
3. Recruiting Team
4. Hiring Managers

Solution Options

1. Use Taleo’s offer feature
2. Get a new software (Docusign)
3. Do Nothing

About Your Company

1. Size, Industry, Year Founded
2. Culture Overview
3. Tech/IT Culture
4. OS/Browser/Mobile