<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 | ✅ | ✅ |
*Elevated access users who have been given the additional permission Offer Letter Templates will be able to configure offer custom fields, offer document substitution tokens, offer templates, and offer template settings. More on this at Additional User Permissions.
The first step in setting up offers is creating custom fields in the Custom Fields section of Offers in Admin. Once set up, you can set offer custom fields to have a generated substitution token. When adding a substitution token into your offer letter template, when an offer is generated, the information from the associated custom field on the Offer Details form will replace the token placeholders. Head to *Offer Letter Templates* for more information on setting up an offer letter template.
The following default tokens are available:
{{CANDIDATE_NAME}}
{{JOB_TITLE}}
{{CANDIDATE_FIRST_NAME}}
{{CANDIDATE_EMAIL_ADDRESS}}
{{CANDIDATE_PHONE_NUMBER}}
{{HIRING_MANAGER}}
{{OPENING_IDENTIFIER}} (available if Openings are enabled)