Offer Letter Enhancements
With this release, for the modular offer letter functionality, the following enhancements are provided to improve and simplify this process:
- New sub-status and action buttons on the Manage Candidates page
- Sub-status details visible in multiple locations
- No default Start Date for offer letters
- New editor for offer letter templates
Manage Candidates Page Updates
The Manage Candidates page Status column now displays a sub-status and new action buttons. Additionally, some functionality displayed on later pages is now surfaced to the Manage Candidates page, such as the Create Offer Letter button.
The following information is provided in the Status column:
Note: Items in red are new sub-statuses, button options, and button actions.
*If the letter does not require approval, as per the existing experience, it still must be submitted. It then automatically moves to “letter approved” status.
Sub-Status Details
The sub-status also appears in the following locations:
Candidates Profile page
Applicant Profile page
Applicant Profile page - Summary tab
The Offer Letter Details page also display the new sub-status.
Note: Sub-statuses appear for modular and standard offer letters.
Offer Letter Start Date
When creating a new offer letter, the Start Date field no longer defaults to today's date when creating the first version of an offer letter. Recruiters must now select or enter the correct date.
This enhancement applies to modular offer letters only.
Offer Letter Template Editor
A new editor is now available for letter templates and letter sections. With this new editor, administrators can easily use HTML source code and add images to offer letters.
This enhancement applies to modular offer letters only.
Starter Guide
Click here to download the Manage Candidates Starter Guide.
Considerations
The new editor offers a much better rendering of the actual formatting of the letter. As a result, the way the offer letter templates and sections are displayed in the UI will seem different compared to the previous editor and will be much closer to the actual printed result. It is strongly recommended to review the rendering of your offer letters in your stage portal during user acceptance testing (UAT).
Implementation
This functionality is automatically enabled for all organizations using the Recruiting module.
Permissions
The following existing permissions apply to this functionality:
PERMISSION NAME | PERMISSION DESCRIPTION | CATEGORY |
Applicants: Comments - View | Grants ability to view comments for applicants. | Recruiting |
Applicants: Status Change | Grants ability to change applicant status for any applicant to whom the user already has access. This permission cannot be constrained. | Recruiting |
Offer Letter Template Management - Manage | Grants ability to access and manage Offer Letter Template Management. This permission can be constrained by OU and User's OU. Creator constraints apply. This is an administrator permission. | Recruiting Administration |
Offer Letter Template Management - View | Grants ability to access and view Offer Letter Template Management. This permission can be constrained by OU and User's OU. Creator constraints apply. This is an administrator permission. | Recruiting Administration |
Offer: Manage Offers |
Grants ability to manage all functionality available in the Offer Letter Management table of an applicant's profile, as well as view offer letters on the Documents tab of the Applicant Profile page. This permission must be used in conjunction with the permission. This permission cannot be constrained.Note: Users must also be assigned the permission in order to edit offer letters that are generated from a template. Note: Users must also be assigned the permission to change the template that is used when generating offer letters.
Note: Users must also be assigned the permission to access offer letters that are defined as sensitive. |
Recruiting |