<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:

Offers overview

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Create offer custom fields

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]).

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Offer custom field options

https://cdn.zappy.app/e828f175e5e7ebfab7f5e8abb0bf7074.png

This screenshot highlights the 9 configuration options for setting up custom fields:

  1. Enter a Title to show up in the offer form, it will be used to generate the substitution token.
  2. The object type will automatically be set as Offer Version, it is not interchangeable with the Candidate or Job object type.
  3. Enter a brief Description to make things clear in the offer details form for other users.
  4. Choose a form Field Type. You have the option to choose from Yes/No, Short Answer, Date, Multiple Choice, Checkboxes, Number, and Currency types.
  5. Check Is Required? to make the field required on the offer details form.
  6. If this value in this field is changed when amending an offer, check Require Reapproval if the offer then needs to go through the approval process again.