Purpose: To show you how to create a template that a user can send out for an offer letter. We know that your offer letters may vary based on the job position. Therefore, we have made it easier for you to create the templates you need and have them ready to send when you have found the perfect candidate.

Table of Contents

• Would you like to watch a video about this topic?
• Hiring - Offer Templates
• Create a new offer template
  • What placeholders are available for offer letters?
  • Preview the email
  • Preview the offer letter

Offer templates allow you to quickly and easily extend an offer to candidates. To create a new offer template, go to the Hiring section in Settings and select Offer Templates. Then, choose + New Template.

You can edit a current template by clicking on the template name or remove a template by hovering over the template name and clicking on the trash can icon. You can also duplicate the offer template by clicking the duplicate icon.

To create a new offer template, you will enter the following details:

1. Template Name: Give the template a name to help you remember its purpose. (Candidates will never see the template name.)
2. Attach Files: Add any company files to send with this template. Keep in mind that documents may also send during the onboarding process if a candidate accepts the offer.
   • Note: You can send the following type of e-signatures in offer letters:
     • Single-signer (candidate only)
     • Multi-signer docs with the candidate first and any other specific person following the candidate (the candidate must always be the first signer)
     • You CANNOT add a manager as a signer as a candidate does not have one assigned at the time they receive the offer letter.
     • You CANNOT add a document that has employee fields to autofill. These documents will appear grayed out when selecting a file.
3. Message: Enter the offer letter details. You can also add formatting such as font color, bold, italic, underline, bullets, numbers, hyperlinks, and insert photos. If you copy and paste your message from somewhere else, the spacing, formatting, and lists will carry over as you expect to see them.
   • Note: If your message is too large, you may see an error message and may have additional spacing in your text. You can remove these extra spaces. Once saved, there will not be any changes needed moving forward.
4. Email Placeholders: Add placeholders to your message. These templates intend to be used for any candidate, and we allow for email placeholders (merge fields) that populate when sending the email. You can add placeholders to the body of the message and the subject. You can quickly and easily type in the field you are searching for to add the placeholder. Remember that not everything will have a placeholder, but you can add anything you would like when creating the offer letter.
5. Offer Email Subject Line: Enter the subject line that a candidate will see upon receiving the message.
6. Message: Enter the body of the email message that will send with the attached offer letter. You can add placeholders here.
7. Preview: Click Preview to view how the email message will appear to a candidate.

Do not forget to save your template when you are done.