Creating offer letters as a recruiter

There are several ways to create offer letters. Offer letters can be created from job requisitions and from job applications in workflows.
  • Offer letters can be based on offer letter templates. Recruiters who have permissions to edit templates can add text to template text or edit template text.
  • Offer letters can include offer letter paragraphs. Recruiters who have permissions to add offer letter paragraphs can add and them and edit them. Recruiters who have permissions to create ad hoc offer paragraphs can create them and add them to offer letters.

Once an offer is defined with an offer letter template and is fully approved, if required, the recruiter can generate the final offer letter as a PDF document. Before the PDF is generated, recruiters or recruiter administrators can preview the offer letter. If the Allow Editing of Offer Letter flag is set to true or checked at the organizational level by an administrator, then the offer letters can be edited by recruiters/recruiter administrators before the PDF is created.

Offer letters are generated by recruiters from these areas of the application:
  • On the Requisitions screen, select a job requisition, click the Workflow tab, select a workflow step, select a job application, select Create Offer Letter (or Create Offer Letter And Contract) from the action list
  • On the Requisitions screen, select a job requisition, click the All tab, select a job application, select Create Offer Letter (or Create Offer Letter And Contract) from the action list.
  • On the Requisitions screen, select a job requisition, click the All tab, double-click a job application or select a job application and click Open Detail, select Create Offer Letter or Create Offer Letter And Contract from the action list.
  • On the Workflows screen, select a workflow, select a workflow step, select a job application, select Create Offer Letter (or Create Offer Letter And Contract) from the action list.
  1. If recruiters have permission to edit offer letters or to add offer letter paragraphs, then they can edit the offer letter. If recruiters do not have permission to edit offer letters, then they cannot change the text. If text editing is permitted, then recruiters can type in the text field. If ad hoc offer letter paragraphs are permitted, then recruiters can click Ad Hoc Offer Paragraphs and select one or more offer paragraphs. See Recruiter offer letter editing permissions.

    See Adding ad hoc offer paragraphs when creating offer letters.

    Do not paste text from a word processing program. To avoid formatting errors, type the text in the offer letter.

  2. Click Submit to generate a PDF.