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AI agent for recruiters

Offer Approval Package Agent

A complete offer package, within policy or with a documented exception, approved by everyone required

People and hiringHuman resources
See how it worksGet access
Offer Approval Package Agent: what goes in, what the agent does and what you get

What it does

Offers are delayed because the pay band, equity or approver details are wrong or missing. This agent reads the candidate's expectations, the pay band for the level and the pay of current internal peers. It drafts offer terms and checks them against policy limits for base, bonus and equity. If a term falls outside the band, it flags it and builds an exception request that explains the reason and cost. It then lists who must approve and routes the package in order. Finance, the hiring manager and HR approve before the offer is released. Edge case: the candidate asks for 8% above the band maximum, so the agent shows the cost of an exception and a within-band option.

How it works

Follow the arrows from top to bottom. The orange dashed arrow is the loop: when a check fails, the agent goes back and tries again.

Start and resultWhat it doesA check on its own workWaits for your OKGoes back and retries
Yes, continueYes, continueApprovedNoNo 1 STARTS WHEN Finalist is selected 2 USES A TOOL Pull the pay band, peer pay and the candidate'sexpectations 3 DOES Draft offer terms for base, bonus and equity 4 CHECKS THE RESULT Is every term inside policy limits? If not: flag the term, build an exception request anddraft a within-band alternative. Back to step 2. 5 DOES Compare to internal peers for fairness 6 CHECKS THE RESULT Is the offer within the peer range for similar leveland tenure? If not: adjust or add a written reason for thedifference. Back to step 2. 7 DOES Assemble the package and the approver order 8 YOU APPROVE Finance, hiring manager and HR approve in order 9 RESULT Approved offer ready for the recruiter to release
Read the steps as a list
  1. Finalist is selected
  2. Pull the pay band, peer pay and the candidate's expectations
  3. Draft offer terms for base, bonus and equity
  4. Is every term inside policy limits?If not: flag the term, build an exception request and draft a within-band alternative. Back to step 2.
  5. Compare to internal peers for fairness
  6. Is the offer within the peer range for similar level and tenure?If not: adjust or add a written reason for the difference. Back to step 2.
  7. Assemble the package and the approver order
  8. Finance, hiring manager and HR approve in orderThe agent waits here for your OK.
  9. Approved offer ready for the recruiter to release

How it decides

Terms inside the band go straight to approval. Terms outside the band trigger an exception request with cost and a within-band alternative.

  • Put any term outside the band into an exception request
  • Compare to peers with the same level and role
  • Require finance approval for any exception
  • Show a within-band option beside each exception

Make it yours

Every agent is a starting point. You choose these settings for your own situation.

  • Policy limits for base, bonus and equity
  • Peer comparison rules (default: same level and role)
  • Approver order
  • Exception request format

What keeps you in control

It always asks you first

  • Finance, hiring manager and HR approve the package before release

Hard limits

  • Never releases an offer
  • Never changes the pay band

It stops when

  • Done: all approvals are in and the package is ready
  • Stop: no pay band exists for the role

Set it up

We guide you through the set-up, step by step

Members get the full set-up guide for this agent. No technical skills needed: you copy, paste and upload.

10 minto set it up in your AI
5 AIsChatGPT, Claude, Copilot, Gemini, Grok
  • One set of instructions to paste into your AI, with the clicks for ChatGPT, Claude, Microsoft 365 Copilot, Gemini and Grok
  • The agent then walks you through connecting your own data, one source at a time
  • A downloadable copy with the flow chart, the rules and the full guide
Get access to this agent

An example run

What happensA candidate for a senior analyst role wanted $128,000 against a band of $105,000 to $120,000. The first check failed. The agent built an exception request showing a $8,000 cost over the band, plus an in-band option at $120,000 with a $6,000 signing bonus. Peers earned $112,000 to $119,000. Finance rejected the exception and approved the option.

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