Overview

Our Offer Letter feature digitizes the offer creation process. It is an optional feature that complements the Offer Approval process, making it quick and easy to send an offer letter with pre-approved offer information that can be easily filled in. 

For more information on how to use Offer Letter features, see How Do I Set Up Offer Letters in Recruiting?

Steps to Create an Offer Letter Template

Offer Letter Tokens:

• Offer Letters contain tokens to automate candidate or job-specific customization. Recruiting has many default tokens to pull information, ranging from a candidate's first name to a stock option range.
• Custom tokens can be added for additional info. For example, a paragraph about optional contract terms might need to be included in some offers but not others.
• Even custom Budget Fields can be pulled in. If the Budget Field is set to ‘Computer’, you can add a token called {COMPUTER}.
• Recruiting uses existing info to fill in the Offer Letter whenever and wherever possible.
• To view a list of Offer Letter Tokens: 
  • In Recruiting, click Admin and then click Approvals.
  • On the left in Offer Letters, click Offer Letter Tokens. 
  • On the right side, click View Offer Letter Tokens. This displays a continuously updated list of tokens available to you.
  • In this section, you can also: 
    • Download a Sample Offer Letter Template 
    • Create a New Custom Token

Offer Letter Templates: 

• Templates are always .docx files from Microsoft Word.
• By recognizing tokens in the templates, Recruiting can automatically generate Offer Letters for different candidates.
• Any combination of tokens is considered valid.
• Follow these steps to create a template:
  • In Recruiting, click Admin and then click Approvals.
  • On the left in Offer Letters, click Offer Letter Templates. 
    
  • Start with the Sample Offer Letter Template or use an existing Offer Letter from your company.
  • Using Microsoft Word, assemble the desired template with tokens and then click Upload New Template.
  • Enter a valid Name and Description for each template. 
    Note: Recruiting alerts you if the system detects errors with the template or the tokens.
  • To Preview, Edit, Download, or Delete a template, click the appropriate buttons.