When recruiters are ready to send that all-important offer letter, they do not want to start from scratch every time.
Offer letter templates for various types of jobs (for example, employee or intern) allow recruiters to send a letter quickly, with an attachment if necessary, that auto-populates some fields.
Offer letters are available when the candidate is in a status that triggers offer letter functionality, for example, Offer status.
Offer letters may be created from offer letter templates within Admin Center or written from scratch.
Users sending offer letters can choose from the following actions:
Email as PDF attachment
Offer letter uses offer letter templates
Email body uses recruiting email templates (at least one must be configured first)
Email as text
Email body uses offer letter templates
System prompts the user to download the offer letter as a PDF, which can then be printed. The action is tracked in the Offer Letter Audit Trail portlet
No action taken by the system, but Verbal is tracked in the Offer Letter Audit Trail portlet