Setting up an "Offer Letter" template

After reviewing numerous applicants, completing interviews with the "Interviews" feature and moving them through multiple job funnels – you've found "the one" – the perfect candidate for your job posting. Now it's time to secure their place in your company and send them an offer letter. 

Before sending an offer letter to your candidate, you'll need at least one "offer letter template" set up. This will be familiar if you've already set up a "signing" document template because the process is very similar. 

The difference between the "Signing" template and the "Offer Letter" template

Because the candidate does not have an employee profile, Humi is unable to auto-populate employee-specific information, unlike signature templates. However, company information will continue to auto-populate, but if you add fields that require employee-specific information, you'll have the opportunity to fill it out before sending the offer letter.

For example, if you add a "Salary" field to your offer letter, you'll be able to enter the salary amount when you select the template while sending the offer letter.  

Set up an "Offer Letter" template

Summary

Documents > Select "Offer Letter Template"> Upload formatted document and add tags > Click "Got it"> Add fields from the template editor toolbar > Click "Continue"> Send the offer letter using the "Send to candidate" button or send it at a later date

1. In "Documents," click the "+ Document" button on the top right corner. 

2. Select "Offer Letter Template." Screen_Shot_2022-03-31_at_12.13.34_PM.png

3. Upload your offer letter formatted for use with the "Template Editor."

In the "Document Name" field, we recommend naming the template after the job posting title. For example, we would call the offer letter template for a "web developer" job posting: "Web Developer - Offer Letter." 

This will make it easy to find when hiring the candidate and selecting the offer letter template from the dropdown menu.

Finally, you can add document "tags" for ease of search in the future. 

Format your document 

A formatted document should have blank spaces available where you require custom applicant information, dates, signatures, or initials. 

For an in-depth step-by-step guide on how to format your document, click here. 

4. After clicking the "Upload" button, Humi will direct you to the "Template Editor." Click the "Got it" button to get started. 

offer-letter-template.png

Drag and drop the fields you need onto the document from the toolbar on the left. When each field is selected, you'll see a little of options on the right side menu. 

You can add different fields depending on the "Signer" selected. By default, the signer will be set to "Candidate." When you add fields, they'll be blue, and the candidate will be required to fill them in.

Screen_Shot_2022-03-31_at_12.57.03_PM.png

Click on the "Signer" field and pick "Sender" from the dropdown. In the "sender" profile, you can only add the "textbox" field which will appear pink. Drag and drop the "textbox" field onto the document, then from the "What text goes here?" header select the information you want to populate in the field.  

 

Screen-Recording-2022-03-31-at-12.49.33-PM.gif

 

There's a lot you can do to customize your templates using the template editor, so we recommend reviewing this guide to using the "Template Editor" ot get the most out of it. 

5. Once you've added all the fields you need, click the continue button on the top right corner. 

6. The "Offer Letter" template is now created, and you'll be directed to the "Document page." If you want to, you can send the offer letter from here by clicking on the "Send to Candidate" button on the top right corner to send the offer letter, or you can do it later. There are a few ways to send an offer letter; click here to learn more. 

  Discover more about Documents

Was this article helpful?
0 out of 0 found this helpful

Comments

0 comments

Please sign in to leave a comment.