Send an offer document created outside of Greenhouse Recruiting

Permissions: Job Admin and above who can see private notes, salary info, manage offers, request approval, and approve jobs / offers

Product tier: Available for all current subscription tiers (Core, Plus, and Pro)

Greenhouse Recruiting allows your organization to send an offer document directly from the candidate's profile, even if the offer document was created outside Greenhouse Recruiting.

Note: To learn more about generating an offer document within Greenhouse Recruiting, click here.

After an offer has been created on the candidate profile, scroll down to the Offer documents section and click Upload.

Click Attach file to browse files on your computer and select the offer document. Click Upload when you're finished.

The offer document will be added to the candidate's record. Greenhouse will also create a .pdf version copy for your records. Complete any offer approvals and click Send with Greenhouse to send the offer document directly from Greenhouse Recruiting.

Note: Alternatively, if your organization has enabled the Docusign integration and you prefer to send through the integration, click Send with Docusign.

The .pdf version of the offer document will automatically be selected as an attachment. Use the Template dropdown to choose an existing Extending Offer email template, or manually type in the email details.

If the offer document requires a signature or other action by the candidate, you can manually upload the completed offer document later by returning to the candidate's profile > Offer Details and clicking Upload Signed Offer Document.

Be sure to mark the candidate's offer as either Hired or Candidate Declined once the candidate responds and all documents are completed.