PFR: Generating/Sending an Offer Letter
Applicable Product(s):
- PeopleFluent Recruiting
Summary:
Once an offer approval flow, offer document & offer template are created, Hiring Managers can send an offer from a candidate’s profile.
Detailed Information:
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Open the candidate’s profile.
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Click the More icon (three dots) near the top-right corner of the window.
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Click Send Offer.
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Choose an offer template from the dropdown.
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Click Continue to review and update the signature document.
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Review and add offer details, then click Generate.
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Add extra signers, if required.
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Review and edit the subject line and email message as needed.
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Click Continue to review and send the offer document.
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If approval is required, you can include a message for the approvers, then click Request Approval.
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Sending offers that require approval
If your offer requires approval, you’ll be prompted to Request Approval when you generate the offer. You can add a message or attachment for the approver if you like.
You can check the status of the offer approval, and cancel or resend the request, in the Documents section of the candidate’s profile.
To cancel an approval request:
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Open the candidate’s profile.
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Click Documents near the top-left corner of the screen.
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Find the offer and click Cancel.
To check the status of each approver, or resend an approval request:
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Open the candidate’s profile.
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Click Documents near the top-left corner of the screen.
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Find the offer and click View. A list of approvers will be shown, with the status of their individual requests.
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Click the Resend icon (envelope) next to an approver’s name to resend the request.
Once approved, the offer will be sent to the candidate, the offer status will be updated to Sent. Waiting For Response, and the offer email will appear in the conversation history on the candidate’s profile.