Offers

Start+: How to Send Additional Documents After Sending an Offer

As a Start+ hiring manager, you can send additional documents to offers without needing to create entirely new offers. 

Sending additional documents can help if a form was accidentally not included in the offer packet that went to the crew member, or if a brand-new form was created after the crew member accepted the offer. In these cases, the Hiring Manager can send the form to the crew member through Start+! When all parties complete the new form, it will be automatically added to the final PDF document under 'Offers Documents.   

Before you get started, this permission will need to be enabled. Please contact your Cast & Crew Customer Success Manager or reach out to Support to request this new feature for your project. 

Watch: How to Send Additional Documents to an Offer

How to Send Additional Documents to an Offer

  1. Under the Manage Offers tab in Start+, find the offer you’d like to send additional documents to and click the offer checkbox on the left side of the row. 
    1. The offer should be in one of these statuses: ‘Pending Employee,’ ‘Pending Approval,’ or ‘Approved.’ 
    2. The offer should not already have pending additional documents. Additional documents must be completed or rescinded before more additional documents can be sent to the same offer.
  2. Click the Send Documents button that appears. 
  3. In the next window, select the documents that you want to send. 
  4. Click Next.

  5. (Optional) If custom questions are required/optional, they’ll display in the next window, and you can select them. Click Next once all required questions are answered.
  6. You can add a note that will be included in the email notification that the crew member(s) will receive. 
    1. This step is optional and can accept up to 500 characters. 
  7. Click Next to confirm the details. 
  8. If everything looks good, click Yes, Send Documents. 
  9. You’ll see a new Additional Document badge next to the offer(s) with new documents and the offer status will be changed to ‘Pending Employee.’ 

Tip: You can click the Filter button to only show offers that have pending additional documents. 

Once sent, the employee(s) will receive an email notification where they can click Review Documents to easily access the documents. Alternatively, they can manually access the new documents through the My Offers page in Start+. The offer will have a Pending Additional Documents badge, indicating new documents need their attention. 

Once new documents are fully approved, the Additional Document badge will be removed from the offer on Manage Offers, and the new documents will be added to the Completed Documents section of the offer.