How To: Create an Offer Letter
When a manager wants to offer a job to an applicant, they can create and send an offer letter directly from the system. This article will walk you through those steps.
Generate and Assign the Offer Letter
On the Recruitment tab, click the pencil icon next to the applicant you want to offer a position.
Important: If the applicant has applied for multiple positions, make sure you select the application for the job that you are offering.
On the application screen under the Quick Actions menu, click the Add Offer button.
The applicant and job information fields will auto populate based on the application you selected. Enter the Rate, Per and Start Date.
In the Content section, click the Browse icon to choose an Offer Letter Template.
The template will use tags to pull in information from the offer details. Click the Save button.
1) Click the Preview button to see what the letter will look like to the Applicant.
2) Click Submit to finalize the offer letter.
Click Assign Offer to allow the applicant to accept or reject the offer from their applicant portal.
Email the Offer Letter
Click on the arrow icon and click Email Offer to create an email.
1) Click on the Browse icon to select the Offer Letter Email template. The offer letter will be automatically attached as a PDF file.
2) Click Send to send the offer letter email to the applicant. The email will prompt them to log in and sign electronically.
When an applicant accepts an offer, the manager gets an email notification. Managers can also track the status of their offer letters from the Offer Letters report on the Recruitment dashboard.
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