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:

If ... Sub-status is... MC Button Option is... Button Action
No letter created No offer created Create Offer Letter Opens Offer Letter Creation page
Letter is being generated Letter in Preparation View Details Opens Applicant Status tab
Letter created Letter Created Submit Letter Opens Applicant Status tab

Letter approved by all internal approvers

OR

Letter doesn't require internal approval*

Letter Approved Send to Candidate Opens Applicant Status tab
Letter is submitted for internal approval Pending Approval No suggested action Opens Applicant Status tab
One internal approver denies Approval Denied View Details Opens Applicant Status tab
Letter submitted to candidate Pending Candidate’s Response​ Record Response Opens Record Response page
Candidate accepted offer Offer Accepted View Details Opens Applicant Status tab
Candidate rejected offer Offer Rejected View Details Opens Applicant Status tab

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: Add/Move to Requisition

Grants ability to add or move applicants to requisitions the applicant did not apply for. This permission can be constrained by OU, User's OU, and Grade.

Recruiting
Applicants: Comments - Manage

Grants ability to view and manage comments for applicants.

This permission also defines whether comments posted when an interviewer submits an interview recommendation are posted to the Comments section on the Applicant Profile tab. Note: Interview recommendation comments for interviewers who have this permission display on the Applicant Profile tab. For interviewers who do not have this permission, the comments do not display on the Applicant Profile tab.

Recruiting
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
Requisition: Manage Grants ability to access and manage all requisitions regardless of ownership (constraints permitting). This permission also grants read-only access to the Applicant Review tab when creating or editing a job requisition. This permission can be constrained by OU, User's OU, and Grade. Recruiting
Requisition: Owner

Enables owner to access requisitions and applicants for requisitions for which they are an owner. This permission also grants read-only access to video interviews that are completed by applicants via HireVue. For portals with Referral Suite enabled, this permission also enables requisition owners to edit the referral source on the Applicant Profile page. This permission cannot be constrained.

Note: This is a dynamically assigned permission that is not available in Security Role Administration. If the user is removed as an owner, the permission is revoked for the associated requisition. This permission cannot be manually assigned. Also, if a user has both the permission necessary to manage requisitions and be a requisition owner, the constraints of the Requisition: Manage permission overrule those of the Requisition: Owner permission. For requisition owners that do not also have permission to manage requisitions, only certain fields are editable when editing a requisition.

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 Requisition: Manage or Requisition: Owner permission. This permission cannot be constrained.

Note: Users must also be assigned the Offer: Edit Letter Content permission in order to edit offer letters that are generated from a template.

Note: Users must also be assigned the Offer: Select Letter Template permission to change the template that is used when generating offer letters.

Note: Users must also be assigned the Applicants: Access Sensitive Statuses permission to access offer letters that are defined as sensitive.

Recruiting