There a few steps to generating offer letters within Greenhouse. Here is a video on how to go about this process as well.
Here's the overview:
- Create an offer letter template
- Upload the offer letter template
- Select the appropriate offer letter template when you're ready to generate an offer letter for an individual candidate
Here are the details:
Step 1: Create an offer letter template
Offer letter templates must be created in Word. PLEASE NOTE: Only .docx files can be used. This is essentially like preparing a mail merge, so you'll be able to use tokens from Greenhouse to make sure that the letters are personalized when you generate them for individual candidates. As you're working to draft the template in Word, you'll probably want to navigate to the Offer Letter Templates page (via the Configure tab) to reference the list of available tokens. If you're looking for a particular token and don't see it listed, remember that you can create custom tokens. Click here to read the FAQ article on creating custom tokens.
A heads-up: Word is sometimes funny about formatting, so be careful when pasting tokens into the template (you might want to just type them out or paste as plain text). If the formatting around the token is broken, Greenhouse will not be able to interpret the token when you go to generate an offer letter.
Here's an example of an offer letter template in Word:
Step 2: Upload the template
For each template you create (you can create as many as you like), you'll need to upload it.
- Click the Configure tab
- Click Offer Letter Templates
- Click the Upload New button
- Click Choose File to locate the file on your computer
- Click Save Template
Step 3: Select the appropriate template when you're ready to generate an offer letter
- Navigate to a candidate's profile page
- Click the Offer Details tab
- Click to create an offer, or if an offer already exists, click Generate Offer Letter
- Use the drop-down menu to select the appropriate template
- Click Generate
A heads-up: If the selected template contains tokens that are not populated within the candidate's profile, you will receive a warning. In the example below, there were no values in the Start Date or Salary fields on the offer:
You'll either want to update the offer to populate those fields, or edit the letter before it is sent to the candidate.
If the offer letter was successfully generated, you will see a .docx file appear, and then shortly after, a .PDF file will appear in the Offer Letter Created box.
Using the example template from above, here's what the generated letter looks like:
To send the letter to the candidate, click Send Offer Letter. You will be able to select an email template, or you can type your message in the Body text field. The offer letter will automatically be attached as a PDF. Click Send Email.
After you've sent the letter to the candidate, be sure to click either Accepted or Reject Candidate once you've heard back from the candidate.