How to Create Offer Letter Templates

How to Create Offer Letter Templates

Purpose

This document outlines the process of creating an offer letter template within the Green Leaf Elevated System.

Please be aware that this guide is not all encompassing and that the offer letter template settings are customized per client. If you have any questions regarding a specific offer letter template within your system or its purpose, please reach out to your designated specialist or to the hrtechsupport@greenleafbizsolutions.com email for assistance.


How to Create Offer Letter Template(s)

  1. Log into your Elevated account and navigate to: Settings > HR Setup > Applicant Tracking/Recruitment > Templates Library > Offer Letter Templates
  2. Click the Add New button in the upper right corner of the screen to create a new offer letter template and complete all required fields on the populated screen.
    1. Template Details:
      1. Name - Enter a name for your template. This will show internally only.
      2. Description - Enter a description for your template. This is optional and will show internally only.



    2. Offer Letter Details:
      1. Content - Enter the details of the offer letter. Templates have a full HTML text editor complete with system tags that can be added to the body of the letter. The report page has standard features of viewing, editing, cloning, deleting, and adding.



  3. When finished, be sure to select Save to ensure your offer letter template is stored in the system.


Functional Buttons

  1. Preview - Once the template is saved, this option allows you to see how the letter will look to the end user.
    1. Please keep in mind, the preview will show the tags used' once assigned to the recipient, the tags will be replaced with system information stored for the job requisition and/or applicant.
  2. Save - You must save the offer letter template to ensure your offer letter template is stored in the system.
  3. Add Tags - This option allows you to add tag(s) that will auto-fill with the system information stored for the job requisition and/or the applicant.




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