<aside> 💡 In this guide, you'll learn about managing Offers and Offer Letters for candidates in the Offer stage of the pipeline. This guide assumes you already have a .docx version of your offer letter.
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Overview Sections:
https://www.loom.com/share/dfe16ade80bf456f89942db3366b2c65
See the table below for information on the access roles that can create offer letter templates and generate offers for candidates in the Offer stage.
| Access Role | Can create offer letter templates? | Can create offers for candidates in the Offer stage? |
|---|---|---|
| Limited Access | ❌ | ❌ |
| Agency Users | ❌ | ❌ |
| Elevated Access - External Recruiter (not linked to an agency) | ❌ | ❌ |
| Elevated Access - Analyst | ❌ | ❌ |
| Elevated Access - Hiring Team Member | ❌ | ❌ |
| Elevated Access - Hiring Manager | ❌ | ❌ |
| Elevated Access - Admin | ❌ | ❌ |
| Elevated Access - Admin Private | ❌ | ✅ |
| Organization Admin | ✅ | ✅ |
The first step in setting up offers is creating custom fields in the Custom Fields section of Offers in Admin. Once set up, offer custom fields will populate the Offer Details form associated with the Offer activity type. Responses to this form will replace the token placeholders used in Offer Letter Templates.
There are two default tokens - {{CANDIDATE_NAME}} and {{JOB_TITLE}}. Please note Offer fields and Candidate fields are not currently interchangeable. You'll need to create separate fields for both, even if it's the same information.
You also have the option to sync fields from your employee management system using the Rippling or BambooHR integrations (let us know if you'd like access at [email protected]).
https://www.loom.com/share/a641aa34d02f492db8372030061aaea3
This screenshot highlights the 9 configuration options for setting up custom fields: