Offer Letters
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      2. Templates and Hiring Tools
      3. Offer Letters

      Configure an Offer Letter Template

      This guide details how to enable, configure, and assign offer letter templates to jobs.

      Table of Contents

      Some features may not be available due to your User Type configuration. Please contact us for questions or issues.

      Enable Offer Letters

      • Locate and click the Jobs tab, then Jobs Configuration

      • Select the Offer Letter tab and toggle Enable Offer Letters ON

      Creating and Editing Templates

      Creating an offer letter template requires the use of Variables. Learn more here: Variables

      • Click on the blue plus button to add a new Offer Letter Template

      • Provide a name and description for the template

      • Make appropriate edits to the default offer letter populated in the text box.

      Want to see what an offer letter template can look like? Select “Click here to view the sample offer letter” at the top of the page!

      • At any time, you can click the Load Preview button to load a preview of what the candidate will see when the template is used

      • Once your template is complete, click Save

      • To make edits to an Offer Letter Template, click the Edit button under Actions

      • You can create and edit as many templates as you like

      Jobs and Job Template Assignment

      • Assigning Offer Letter Templates to Jobs and Job Templates allows you to select the appropriate offer letter to send to candidates

      • The process for assigning Offer Letter Templates to Jobs and Job Templates is identical, with the exception of navigating to the Screening and Hiring Tools tab. The differences are noted below

      For more information about Job Templates, visit: Job Templates

      Job Templates

      1. In the Job Templates tab of Job Configuration, locate the Job Template that needs an offer letter assigned, then click Edit

      2. In the pop-up window, select the jobs that need to be edited, or click the toggle button to Select All Jobs

      3. Once jobs are selected, click Continue

      4. Select the Settings tab, then click the Screening and Hiring Tools tab

      Individual Jobs

      • Navigate to the applicable job from the Snapshot

      • Select the Settings tab, then click the Screening and Hiring Tools tab

      Add Offer Letter Template

      • Click the Add button at the top of the page

      • In the popup window, select Offer Letter for the Type, then locate the Offer Letter Template by the name given

      • Click Save

      • Your Offer Letter Templates will populate under the Internal section

      Ready to send an offer letter? Find out more here: Send an Offer Letter

      Remove Offer Letter Templates

      • From either the Individual Job or Job Template, proceed to the job
      Settings tab, then the Screening and Hiring Tools tab

      1. Locate the Offer Letter in the Internal section, and click the Edit button

      2. In the pop-up window, click the X in the Offer Letter Template box

      3. Click Save

       

      For questions, comments, or issues, please contact us!