Background:
- The Offer Letter feature in Paycor Recruiting allows customers to easily create and send offer letters to their candidates electronically.
- However, the only option customers had for their candidates to electronically sign the offer letters was to establish an integration with DocuSign as well.
New Paycor eSignature Feature:
- The new Paycor eSignature feature introduces a native electronic signature tool that customers can leverage for free when sending offer letters to candidates from the system.
- Follow these steps to enable the eSignature:
- In Paycor Recruiting, when activating Offer Letters for their company, users with the Customer Admin role:
- Click the Approvals tab.
- In the Signing Offer Letters section, select the Paycor e-Signature (recommended) option.
Important: This will be the new default setting for customers activating the feature for the first time.
- Once activated, customers can proceed with the Offer Letter Creation workflow. Make sure to include the required signature tokens on the Offer Letter! The required tokens are {OFFER EXPIRATION DATE}, {CANDIDATE SIGNATURE} & {CANDIDATE SIGNED DATE}
- When they reach the final step (Save & Send), an email is automatically sent to the candidate inviting them to sign their offer letter electronically. As a note, the Paycor eSignature feature does not support having a Company Signer on the document.
- When they follow the link in that email, a new window appears for them to review the offer and complete their electronic signature.
- Upon completion of the electronic signature:
- The candidate's record is updated to with a new status and the signed offer letter document.
- The candidate receives a confirmation email that contains a signed copy of their offer letter and any attachments that were included with the offer letter.
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