Configuring the default offer letter and email templates for organizations

Administrators and recruiter administrators can configure the default offer letter templates and offer email templates for the job requisitions of an organization that is enabled with the quick offer process.

Before you configure the quick offer process for organizations, you must select the Enable Quick Offer Process check box.

Before you enable the quick offer process, system administrators must perform these actions:
  • Enable the Streamlined offer process for recruiters feature toggle

    See the information on enabling feature toggles in Infor HR Talent User and Administration Library and select Administrator > HR Talent Setup and Administration.

  • Enable the offer letter templates with paragraphs for organizations

    See Configuring Talent Acquisition organization parameters.

  1. Select Talent Acquisition > Administration > Primary.
  2. Right-click an organization and select Open.
  3. On the Features tab, select the Enable Quick Offer Process check box to enable the quick offer process for recruiter administrators and recruiters in Talent Acquisition.
    If you select the Enable Quick Offer Process check box, the Configure link is displayed. After you configure, the quick default offer letter templates and the default offer email template are displayed on the Requisition Default tab.
  4. Configure the quick offer process for an organization:
    1. Click Configure.
    2. Select the default offer letter template to use for an organization's job requisition.
    3. Select the default offer email template to use for an organization's job requisition.
    4. Click Submit.
  5. In the Approval Requirement for Offer Updates field, select an option.
    These options are available:
    • Always required: When recruiters update an offer, the system always routes the updated offer to approvers for offer definition.

      If your organization has set up offer approvals in the service definition, this option is the initial value.

    • Let recruiter decide: When recruiters update an offer, recruiters can submit the updated offer for approval or skip approvals.
    • Never require: When recruiters update an offer, the system does not route the updated offer to approvers for offer definition.

      If your organization has set up immediate approvals in the service definition, this option is the initial value.

    Note: The Approval Requirement for Offer Updates field is available only if offer approvals are enabled for the organization.

    See Configurable approval process setup.

  6. Click Save.