TURN ON OFFER LETTERS
Important:
- Offer Approval must be turned on first.
- You must be an Administrator to perform this task.
- In Recruiting, click Admin and then click Approvals.
- On the left in Offer Letters, click Settings.
- In the Enable Offer Letters section, click the radio button next to Enable Offer Letters.
OPTIONS FOR ELECTRONIC SIGNATURES
- To give your candidates the option to electronically sign your offer letters, you can either connect to a DocuSignaccount, or choose our free Paycor E-Signature option.
- The Paycor E-Signature option is selected by default and no further set up is required to use this feature.
- A key difference between Paycor E-Signature and Docusign is Docusign has the option to have a Company Signer. With Paycor E-Signature, only the candidate can sign the Offer Letter.
Follow these steps to connect to a DocuSign account:
- In Recruiting, click Admin and then click Approvals.
- On the left in Offer Letters, click Settings.
- In the DocuSign Account section, click Login to Docusign and sign in with your DocuSign account credentials.
- Select anyone who should be notified of Offer Letter changes or inactivity in DocuSign.
REQUIRE A COMPANY SIGNER
Access the DocuSign section, and in the DocuSign Company Signer section, click the radio button next to Required (Recommended).
Note: We recommend always keeping this setting turned On.
ALLOW NON-ADMIN USERS TO SEND OFFER LETTERS
Here are the settings for sending Offer Letters in Recruiting:
- Admins can always send Offer Letters.
- Staffing Users and Standard Users must be specifically authorized.
- For security reasons, non-Admin users cannot view every offer in Recruiting. In many cases, these users are prohibited from accessing and viewing Offer Approval details.
- As a general rule, if you want to allow a Staffing or Standard User to send Offer Letters, they must be added to the Offer Approval process.
To enable non-admin users to send Offer Letters:
- In Recruiting, click Admin and then click Approvals.
- On the left in Offer Letters, click Settings.
- In the Sending Offer Letters section, next to Who can Send Offer Letters, mark the check box next to Specific.
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 everything in 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 called Computer, then 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 are 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 useful Name and Description for each template.
Note: Recruiting alerts you if the system detects any errors with the template or the tokens. - To Preview, Edit, Download, or Delete a template, click the appropriate buttons.
ADD ATTACHMENTS TO SEND WITH OFFER LETTERS
- In Recruiting, click Admin and then click Approvals.
- On the left in Offer Letters, click Offer Letter Attachments.
- On the right side, click Add an Attachment. This is a quick and convenient way to include other documents like a company handbook PDF.
05/10/24 2705 views 1 likes