Reviewing an Offer Letter

Objective

After completing this lesson, you will be able to describe an offer letter.

Offer Letter

Offer Letters can be extended to an applicant once the offer is approved. Usually, the Offer status in the pipeline is configured for this feature. It could be a status called Offer Letter, if it requires a separate status than that defined for the Offer Approval. The appropriate (permissioned) role (usually the recruiter) may initiate the Offer Letter by selecting the option in the drop-down list. The Offer Letter can also be saved as a draft and re-edited later.

This screenshot highlights where to access the Offer Letter in the drop-down menu.

Offer letters may be sent in the following formats:

  • Email as PDF attachment: Attach the Offer Letter in PDF format to email. Email can be created from scratch, or an existing email template can be used.
  • Email as text: The system sends the Offer in an email format.
  • Print: The system prompts the user to download the Offer Letter as a PDF, which can then be printed and sent to the Applicant.
  • Verbal Offer: No action was taken by the system, but the Verbal Offer is tracked in the Offer Letter audit trail portlet.
  • Online Offer: If this option is selected, the offer letter is sent to a secure online portal, and candidates can log in and accept, decline, or ask a question. This option has to be enabled by selecting Admin CenterManage RecruitingManage Recruiting SettingsOffer Letter and enabling Allow candidates to accept offers online.
  • eSignature: Allows permissioned Recruiting users to create and send Online Offers requesting an electronic signature from candidates within the Career Portal. A DocuSign contract is required to use this feature.
This screenshot shows the button options for sending the Offer Letter to a candidate above the Offer Letter .
This screenshot shows an example Offer Letter with address, job title, manager, and salary highlighted.

Summary

  • Send Offer Letters: Create and send customized offer letters as emails or PDFs after the approval process is complete.
  • Offer Letter Initiation: Recruiters can generate offer letters after approval by selecting options from a drop-down list.
  • Editable Drafts: Offer letters can be saved as drafts and re-edited before sending.
  • Delivery Formats: Offer letters can be sent via email (PDF or text), printed, verbal, online, or with eSignature.
  • Online Offer Option: Candidates can access offers in a secure portal to accept, decline, or ask questions.
  • eSignature Capability: Online offers can request electronic signatures using a DocuSign contract integrated with the career portal.