How to Create and Send an Offer Letter

Here's how to create and send an offer letter to a candidate:

 

Step 1: Click the Manage Offer button.

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Step 2: Click the Create Offer Letter button.

 

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Step 3: Select the offer letter template you want to use from the Select Offer Letter Template dropdown list.

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Step 4: Click the Save button.

 

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Step 5: Click the Manage Offer button.

 

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Step 6: Click the Send Offer button.

 

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Step 7: Select the email template you want to use from the Template dropdown list. 

 

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Step 8: Select any additional documents you would like to include in the notification email from the Include the following company documents list (if applicable), then click the Send button. 

 

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Step 8: The candidate will receive the notification email and will click on the View Offer link to access their offer letter. 

 

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Step 9: The candidate is presented with their offer letter where they can review, sign and accept it, or decline it if they choose to do so.

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After they sign and accept the offer letter the candidate will be presented with a Download Signed Letter button so they can download a copy of the letter in PDF format.

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Step 10: A copy of the candidate's offer letter is stored in the candidate record in Hirebridge under the Documents > App/Offer panel where it can be viewed and downloaded.

 

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