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Recruiting: Offer Letters - Usage Guide

Offer Letters - Usage Guide

HOW DO I CREATE AN OFFER LETTER?

  • When Offer Approval is complete, the Create an Offer Letter button is available.
  • If the button is grayed out and unavailable, then Offer Approval has not been successfully completed OR you do not have permission to send Offer Letters.
  • Select an Offer Letter Template, Attach Additional Documents, and click Next when ready.
  • Complete the Offer Details. Recruiting fills in as many fields as possible automatically.
  • If there is any incorrect information, check the approval forms and/or manually fix the field. You can also include or exclude custom tokens with Additional Details. Click Next when ready.
  • If required, select a Company Signer. You can Preview the final Offer Letter document now.
  • If DocuSign for e-signatures is enabled, click Save and Send via DocuSign when ready.
  • If your company is NOT using DocuSign, we recommend choosing Convert to PDF to help prevent unauthorized edits. When ready, you can Save and Download or Save and Email. 

HOW DO I RESCIND AN EXISTING OFFER LETTER?

  • Click Rescind Offer Letter.
  • Note: Offer Letters cannot be changed after being sent (with or without DocuSign). To make changes, you must rescind the Offer Letter, recreate it, and resend. 
     
  • If your company is using DocuSign, the Offer Letter cannot be rescinded after all signatures have been collected. Additionally, keep in mind DocuSign does not refund any letter credits.

HOW DO I VIEW AN OFFER LETTER OF IT'S ATTACHMENT?

  • You can find the Offer Letter and Additional Documents in the candidate's Offer Details.
  • Recruiting keeps these files safe and secure for you.

WATCH THE EXPERT SESSION VIDEO ON-DEMAND

Offer Letters: 

05/10/24 274 views


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