Introduction

In the fast-paced world of recruiting, details change quickly. A candidate might update their contact information, or a hiring manager might adjust a job's location after the initial offer has been drafted.

The automated data refresh feature ensures that your offer data remains accurate and synchronized with its two primary sources: the Candidate Profile and the Position Details. Instead of manually tracking down changes and re-typing information, the system now does the heavy lifting for you.

Why This Matters

• Accuracy: Eliminates the risk of sending an offer with "stale" or incorrect data (e.g., an old phone number or an outdated pay grade).
  
• Efficiency: No more manual data entry. Update multiple fields across an offer with a single click.
  
• Visibility: You are immediately notified if a source has changed, so you are never working with outdated information.

Setup & Configuration

You can customize the behavior via the source_entity_refresh_config(Talent Tracking > Offer > Settings > Advanced:

• Show Removed Fields: Choose whether to alert the user if a field value was deleted entirely from the source entity.
  
• Blocked Statuses: Specify offer statuses (e.g., "Signed" or "Closed") where you do not want the refresh banner to appear, preventing accidental changes to finalized contracts.
  
• Auto-Update Statuses: For specific workflow stages, you can set the system to apply updates automatically without requiring a user to click "Review."
  
• Auto-Refresh Candidate Fields: Specifically toggle if candidate contact info should be updated automatically.

Quick Example

1. Monday: You create an offer for a candidate. The Position location is "New York."
   
2. Tuesday: The Hiring Manager updates the Position location to "Remote."
   
3. Wednesday: You open the offer to finalize it.
   
4. The Result: A banner appears. You click Review, see that the location has changed to "Remote," and click Apply. Your offer is now perfectly aligned with the job record.

How It Works

1. Automatic Detection

When you open an existing offer intake form, the system automatically compares the data currently saved on the offer with the most recent information on the Candidate and Position records.

2. The Notification Banner

If the system detects a discrepancy (for example, the Job Location was changed from "India" to "USA" on the Position record), a banner will appear at the top of the offer form:

3. Reviewing Changes

Clicking the Review button opens a modal that displays:

• Field Name: Which field was updated (e.g., Email, Job Title).
  
• Current Value: What is currently written on the offer.
  
• Source Value: The new information coming from the Candidate or Position record.

4. Applying Updates

You have full control. You can use the checkboxes to select which changes you want to accept. Once you click Apply Changes, the offer form updates instantly.

What Fields Are Refreshed?

The system refreshes fields that are specifically stored on the offer.

• From the Candidate: Name, Email, and Phone Number.
  
• From the Position: Job Location, Job Title, Pay Grade, Org Units, and other position-specific variables (pos_*).

Note: "Live-read" fields (fields that pull directly from the source every time the page loads) will always show the current value automatically and will not trigger a refresh prompt.