Overview

Create and send customized offer letters to candidates in two simple steps.

Step 1: Create offer letter templates

1. “Add a new template” from Offer letter templates page in the settings

2. Give your template a name

3. Prepare your offer template with relevant variables.

   1. These variables are replaced with actual values while creating the offer letter for each candidate.

   <aside> ℹ️ How to convert your existing offer template:

   1. Open a recent offer letter in a word file
   2. Find and take note of all the content that gets changed for each candidate.
   3. Replace such content with a [variable_name].

      1. Add it inside [ ] square brackets

      2. Give your Variable a suitable name.

      3. You will fill these when creating the offer letter for the candidate.

      4. We can fill some variables automatically, the rest you will fill manually when sending the offer.

         Variables we can fill automatically
         [today_date]
         [candidate_name]
         [job_title]
         [department]
         [location]

   4. Save your word file </aside>

4. Upload your template.

   • The system automatically identifies variables in the document.
   • Review the identified variables,
     • If duplicate variables are found, change them to lowercase in the document and re-upload the file
     • Assign related variable type to each variable, like "Date" for [joining_date].

5. Add e-signature:

   • Select the position where you want the candidate to e-sign the offer letter.

6. Add questions to collect information or documents from candidate along with the signed offer letter.

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1.1 Set up Offer approval flow

• Configure an approval process where all offer letter requests submitted by team members require approval before being sent.

<aside> 💡

Note: If you are on the TeamsPro plan, you can access the offer approvals feature in the ATS.

Offer approvals is available on the following plans:

• Only Super Admins can enable and configure the offer approval feature for your organization.

• Add approvers:

  • You can add Super Admins, Recruiters, or Hiring Managers as approvers.
  • You can also add the Head of Department as an approver. The system will automatically identify the Head of Department based on the candidate's department.
  • Decide whether all or any approvers must approve the request at each step.

<aside> ℹ️

Note: If this feature is not included in your current plan but you’d like it as an add-on, please contact our sales team at [email protected] or call us at +971 58 174 6200 to enable it for your company.

</aside>

Step 2: Send offer letter

• Go to the candidate's profile and choose send offer.