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Set up offer letters - settings

Describes the configuration process for an Offer Letter in Recruiting.

This article is for administrators.

Important: Offer Approval must be turned on first.

Only administrators can manage offer letter settings.  

 

Overview  

Offer Letters in Recruiting let you create, send, and track job offers for candidates.  
This article explains how to turn on Offer Letters, select an electronic signature option, control who can send offers, and set up templates and attachments.  

Turn on offer letters  

You must turn on Offer Letters before you can send them.  

  1. Go to People > Hiring > Applicant Tracking to open the Recruiting platform.  
  2. Go to Admin > Approvals and under Offer Letters, select Settings.  
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  3. In the Enable Offer Letters section, select the slider next to Enable Offer Letters to turn on the feature.  
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Sign offer letters  

If you want a physical signature (not an electronic signature), select Create & Send

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To accept an electronic signature, you have two options:  

  • Paycor E-Signature  
    • Paycor E-Signature is free.  
    • It is selected by default.  
    • No setup is required.  
    • Only the candidate can sign the offer letter.  
  • DocuSign 
    • DocuSign allows a company signer.  
    • A DocuSign account is required.  

Connect to a DocuSign account  

Follow these steps to connect Recruiting to DocuSign.  

  1. In Offer Letters > Settings > Signing Offer Letters section, select DocuSign Integration (candidate and company signature).  
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  2. In the DocuSign Account section, select Connect to DocuSign.  
  3. Sign in using your DocuSign Administrator account credentials. The details must belong to your DocuSign Administrator. 
    Note: If you enter credentials for a non-admin DocuSign account, Recruiting displays an error message. 
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  4. Select if you want the company representative to be required or optional.  
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Send offer letters  

  • Admins can always send Offer Letters.  
    Staffing and Standard users must be given permission to send offers.  

To allow Standard or Staffing users to send offer letters:  

  1. In the Sending Offer Letters section, find Who can Send Offer Letters.  
  2. Select the check box next to Specific.  
  3. Select Standard and Staffing Users and choose the appropriate people from your user list.A screenshot of a computer

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Important notes:  

Standard users can only send offer letters to candidates on jobs where they’re assigned as a Hiring Manager or Executive.   

Offer update notifications  

Offer Update Notifications alert users when an offer letter changes or when details stop moving forward.  

If you use Paycor E-Signature or DocuSign, users can be notified when an offer letter is sent or rescinded and when a candidate signs or declines the offer letter.  

If you do not use an electronic signature option, users can be notified when an offer letter is created or rescinded  

Two notification options are available:  

  • Notify the following users when the status of an offer letter is updated  
  • After X days of inactivity, notify the following users  
    The number of days is customizable.  

You can choose how users receive alerts:  

  • Notification Center for in-platform alerts 
  • Email for email alerts  

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Offer letters video demonstration

 

 

Updated: May 20th, 2026 33861 views


*This content is for educational purposes only, is not intended to provide specific legal advice, and should not be used as a substitute for the legal advice of a qualified attorney or other professional. The information may not reflect the most current legal developments, may be changed without notice and is not guaranteed to be complete, correct, or up-to-date.

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