When you’re hiring for different offices and departments, and recruiting candidates with different employment types (full-time, contract workers, etc.), we know you need many unique offer templates for each use case.
In addition to Offices and Departments, you can also limit offer templates by Employment Types, giving you more control over which templates appear when generating a candidate offer. This ensures your team makes the right choice with ease.
In this article, we will cover:
Configuring offer templates
To begin, click the Configure icon in the upper right corner of the page and choose Offer Templates.
From the Offer Templates page, click Upload New to add a new template or Edit Settings to configure an existing template.
Name your template in the Template Name box. Then, select one or more Offices, Departments, and/or Employment Types under each category to designate where the offer letter template populates.
Keep the All box checked if you'd like the offer letter to generate for all locations within a category.
After your selections are complete, click Browse to upload your offer template.
Once the upload is complete, click Save Template.
You will be asked to test your template to ensure the tokens are configured correctly. Click, Test in-line with the recently uploaded template.
A box will appear confirming all the tokens successfully applied to your new template. Click, Ok.
You will now see Verified for your new offer template. This indicates the upload and token verification were successful.
Once you’ve limited an offer template to your preferred Offices, Departments, or Employment Types, that template will only appear for offers that meet specific criteria.
After creating an offer, upload your template to the offer details by clicking Generate under Offer Documents.
The dropdown will only show offer templates relevant to that job's Office, Department, and Employment Types.
If you need to edit the candidate's Employment Type in order to generate the correct template, click Update under Offer Details.
You can view or edit a job's Office(s) and Department(s) by navigating to Job Setup.