HRMS › Recruiting & Onboarding
Offer Letter Templates
The letter an offer is sent with. Send writes it from the default template, files it as a PDF on the offer and sends it for the candidate's electronic signature.
Where to find it
- Module: HRMS
- Group: Hiring
- Section: Recruiting & Onboarding
- Screen: Offer Letter Templates
Address in the console: /hrms/offer-letter-templates
List · 6 columns · 9 fields on its form · 3 of them required
What the list shows
These are the columns of the list, in the order they are drawn. Any of them can be sorted on, filtered on, hidden, or exported.
| Column | Kind | Field name |
|---|---|---|
| Code | Code | code |
| Template | Text | name |
| Heading | Text | title |
| Signed by | Text | signatory_name |
| Default | Yes or no | is_default |
| Active | Yes or no | is_active |
The form
What is asked for when a record is created here. Required fields are marked; a choice drawn from a configuration list is one an administrator can extend without a release.
| Field | Type | Choices | Notes |
|---|---|---|---|
| Code required | Text | ||
| Template required | Text | ||
| Heading on the letter | Text | ||
| Letter required | Long text | Merge fields: {{today}}, {{candidate.name}}, {{job.title}}, {{job.department}}, {{company}}, {{offer.start_date}}, {{offer.base_pay}}, {{offer.currency}}, {{offer.pay_type}}, {{offer.employment_type}}, {{offer.expires_on}}, {{offer.bonus_line}}, {{offer.sign_on_line}}, {{signatory.name}}, {{signatory.title}}. | |
| Signed by (name) | Text | Empty: whoever sends the offer. | |
| Signed by (title) | Text | ||
| The default letter | Yes or no | ||
| Active | Yes or no | ||
| Description | Long text |
The rules that apply here
Everything on this screen obeys the platform rules rather than rules of its own. The ones worth knowing before you use it:
- Narrowing a list — search, conditions, sort, totals, export and saved views.
- What may be changed — the five grounds a record may not be edited on.
- Companies and business units — what the switcher above this list is doing to it.
- Creating a record — required fields, where choices come from, and how the number is allocated.
- Importing a spreadsheet — this screen accepts one, and it runs through the same rules as typing.
Beside it in Recruiting & Onboarding
WorkspaceRecruiting DashboardOpenWorkspaceOnboarding DashboardOpenWorkspaceOffboarding DashboardOpenWorkspaceEEO Applicant FlowOpenRecordsHiring RequisitionsOpenViewHiring ApprovalsOpenRecordsJob PostingsOpenRecordsCandidatesOpenViewApplicationsOpenRecordsInterviewsOpenViewInterview PanelsOpenViewCandidate RankingOpenRecordsOffersOpenViewJoining & LeavingOpenRecordsOnboarding ChecklistsOpenRecordsPipeline StagesOpenRecordsHiring Approval RulesOpenRecordsInterview ScorecardsOpenRecordsCandidate MessagesOpenViewMessages to CandidatesOpenRecordsTask DepartmentsOpenRecordsRecruiting SettingsOpenRecordsCareers SiteOpenReportCalendar InvitationsOpen