Once your team identifies the best candidate for a job and settles on the offer details internally, you likely will want to pull those offer details into a candidate-facing offer document. Greenhouse Recruiting allows you to upload an offer document template with placeholder tokens, populate the tokens using the candidate's personalized offer details, and email the offer document to the candidate.
Generate offer document for candidate using template
When you're ready to generate an offer document, navigate to the candidate's profile and click Offer Details.
If Offer Details have not been entered yet, click Create Offer and enter the appropriate details. Request offer approval if it's required for your organization.
Complete the offer details for the candidate and click Save.
After completing the offer details, you can generate offer documents at the bottom of the Offer Details tab.
If the offer document was generated successfully, a .docx file and a .pdf file appear in the Offer Documents section.
The offer documents will also be visible in the right panel within the Application tab, under the Documents section. Only the most current version of the offer document will be shown.
Offer letter token errors
When a candidate's offer document is generated, Greenhouse Recruiting finds in details from their profile, the job, the offer details, and so on to fill in the tokens included in the offer template. If Greenhouse Recruiting can't find the value to populate a token, or an invalid token is in the offer template itself, an error message will display.
When you run into token errors, there are two ways to fix them:
- Update the appropriate fields to populate those tokens and Regenerate the offer document
- Download, edit, and manually reupload the offer document before sending it to the candidate.
To learn more about token errors in offer letters, click here.
Send offer document to candidate
To send the generated offer document to the candidate directly from Greenhouse Recruiting, click Send with Greenhouse.
Note: Alternatively, if your organization has enabled the Docusign integration and you prefer to send through the integration, click Send with Docusign.
Or you can send offers for e-Signature with the Adobe Acrobat Sign integration.
The Send Offer Document dialog box opens with the .pdf version of the offer document automatically configured as an attachment for the email message. In the Send Offer Document window, complete the following:
- Select an offer email template to populate the subject line and body of the email
- Add any team members who should be CCed on the email
- Upload any additional files to be included as attachments
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 on the Stages tab when the candidate responds and all documents are completed.