Modular Offer Letters - Create Offer Letter Template

With Modular Offer Letters, you can create offer letter templates that include custom and existing sections. The custom sections provide a blank text box in which you can enter your text. The sections are created from the Manage Sections area of the Offer Letter Template Management page.

To access the Create Offer Letter Template page, click Create Template from the Offer Letter Template Management page.

Template Title

Enter a title for the template, up to 50 characters.

Description

Enter a description for the template, up to 500 characters. The description appears in the Description column on the Offer Letter Template Management page and is used for administrative identification purposes only.

Availability

The Availability option enables you to create/edit offer letter templates for specific Location OU. The Location OUs that are selected will be the only OUs for which the template will be available to select when creating offer letters.

To define the availability:

  1. Click the Availability drop-down. The following two options display:
    • All Users
    • Location
  2. Select All Users to make the template available for all Location Organizational Units (OU) when configuring the offer letter on the Applicant Profile page. Then, click Add to add the selection to the template.
  3. Select Location to make the template available for a specific Location OU that is selected when configuring the offer letter on the Applicant Profile page.
    1. This opens the Choose your Division flyout.
    2. Check the box next to a Division OU. Or,
    3. Select a subordinate OU by clicking the arrow to the right of the Division OU and browsing the available OUs.
  4. Check the Include Subordinates option to include subordinate Location OUs.

Insert Custom Section

This option lets you create a section directly on the template, rather than using a template that was created in Manage Sections.

Click Insert Custom Section. This opens a blank text box. Enter the text into the section, and then click Apply to add the section.

Select from Existing

Click Select from Existing to select existing sections to add to the template. This opens the Select a Section flyout. Check the box next to each section you want to add.

Section Options

The following options are available for sections by hovering over the upper-right corner of the section:

 

Preview

This option lets you preview the template in read-only mode. Click Preview to preview the template.

Make Template Active

This option lets activate the template so that it is available for users to select when creating offer letters.

  1. Check the Make Template Active box. This opens the Save to Complete Activation pop-up.
  2. Check the Do not show this again option to no longer show the pop-up when activating and inactivating the template.
  3. Click Okay to activate the template.

Save/Cancel

Click Save to save the offer letter section. If the section is active, it will now be available for use in offer letter templates.

Click Cancel to cancel creating the offer letter section.