Offer Management Overview
For portals with the Offer Letter ManagementOffer Letter Management enables administrators and managers with the appropriate permissions to send job offers to candidates. Offers can be developed from templates or created manually. Offer approvals are routed and tracked, and multiple versions of offer letters can be stored and tracked. Through integration with the My Profile functionality, candidates can sign their offer letter with an electronic signature. functionality enabled, the Offer Letter status section includes additional options for configuring, submitting, and tracking the offer process. The following options are available:
- Create new offer letter
- Edit existing offer letter
- View/print offer
- View approval workflow
- Submit offer for approval
- View approval status
- Submit offer to internal or external candidate
- View candidate offer details
- Record candidate response
- Upload/view final offer
- Manage Candidates
- Manage Job Requisitions > View Requisition Details
- Recruit > Interview Manager
Recruit > Recruiting Approvals > Offer Letters
- Recruit > Review Applicants
|PERMISSION NAME||PERMISSION DESCRIPTION||CATEGORY|
|Offer: Edit Letter Content||Grants ability to access and manage the Offer Letter step when creating or editing a job requisition. Grants ability to edit the offer letter content and settings on the Applicant Profile page. To manage offer letter content on a job requisition, this permission must be used in conjunction with the Requisition: Manage permission. To manage offer letter content on the Applicant Profile page, this permission must be used in conjunction with the Offer: Manage Offers permission. This permission cannot be constrained.||Recruiting|
|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 Applicants: Access Sensitive Statuses permission to access offer letters that are defined as sensitive.
The image below shows the Offer Letter status prior to the first offer letter version being created. This is how the Offer Letter status appears when a user first views the status section if there are no existing offer letter versions.
More information about creating the first version of an offer letter can be found on the Create Offer Letter topic. See Applicant Profile > Statuses Tab > Create Offer Letter.
More information about creating modular offer letters can be found on the create modular offer letter topic. See Modular Offer Letters - Create Offer Letter.
The image below shows the Offer Letter status after at least one offer letter version has been created. When at least one version is created, the Offer Details panel is collapsed by default, and the Offer Management table displays. Offer Letter Workflow Overview
The following information is available within this folder. Click a link to navigate directly to the appropriate topic: