Navigating to Offer Letter Templates
- Click from the top menu bar of the Applicant Tracking System.
- Click on the left-hand side.
Adding/Editing an Offer Letter Template
- Click Add Template to create a new offer template and click Edit for an existing offer template.
- Enter/edit the required information for your offer letter template.
- Enter the Template Name
- Enter the Template Content
- Use the 'Mail Merge' drop-down menu to view and select from a list of available mail merge fields. Mail Merge fields will auto-populate using ATS data. If the information is not tied to data in the ATS, it will be completed on the 'Additional Fields' page when creating an offer letter. The Mail Merge fields cannot be entered manually and must be entered through the drop-down menu.
- Click the
icon to see a preview of your template.
- Click when done.
E-Signature Mail Merge Fields
Two mail merge fields exist for e-signature: Type Signature and Digital Wet Signature. Mail merge field(s) must be added to take advantage of e-signature functionality on offer letters.
- Type Signature Box - Candidates will be required to type their name into a text box to e-sign the offer. This type of e-signature can be especially helpful if your offer letter requires candidates to initial places throughout the letter.
- Digital Wet Signature Box - Candidates are required to use their mouse or finger to e-sign the offer.