Purpose

How to Create Offer Letters

1. Log into your Elevated account and navigate to: Team > Recruitment > Offer Letters.
2. Click the Add New button in the upper right hand corner of the screen to begin.
   






3. Within the next screen that populates, complete all fields listed below:
1. Offer Letter Details:
1. Applicant Type - Use the drop-down to indicate External vs Internal (Employees).
2. Applicant - Use the look-up icon to select the applicant you wish to make an offer to.
3. Job Application - Use the drop-down to select the position this applicant is being offered a position for.
4. Job Requisition - This field is hard-coded based on the job application assigned.
5. Rate - Enter the start rate you are offering to the applicant.
6. Per - Indicate if the pay will be per Year, Month, Week, Hour, or Pay period.
7. Start Date - Use the calendar icon to select the date in which you would like the applicant to begin working.
8. Default Job - This field is hard-coded based on the job application assigned.
2. Custom Fields: 
1. Any offer letter custom fields that are created will display here. You must enter if the asterisk (*) appears next to the field.
2. Additionally, you can use the Define Fields button to create offer letter custom fields.
3. Content:
1. Offer Letter Template - Select the look-up icon to choose from the templates built in the system. Please reference our How to Create Offer Letter Templates article for instructions on how to create these templates.
2. Offer Letter Content - If you selected a template, the content will populate automatically, allowing you to make updates as needed.
1. You can also create an offer letter on the fly if templates are not available.
3. Add Tags button - Allows you to pull information from the applicant profile or job application to populate information in the offer letter content section automatically.
   






4. Once you successfully Save, additional options will become available:
1. Supporting Documents - Allows you to attach documents that need to be sent with the offer letter.
2. Notes - Allows you to add notes about this offer letter that are displayed internally.
3. Preview - Allows you to see how the offer letter will look to the applicant.
4. Save - Once selected, the offer letter will update with any edits made.
5. Submit - This option will finalize all changes and prep the offer letter for assignment to the applicant.

How to Send (Assign) Offer Letters

1. As soon as the offer letter is saved and submitted, the page will now have an Assign Offer button. 
2. Select this option to send and notify the applicant that an offer letter has been assigned.
1. You must confirm by selecting the Assign button to finalize and successfully assign the offer letter and send the global notification setup in the background.
   






3. You can use the Download Offer button to save a PDF version of the offer letter to your device.






4. You will receive a notification of either Accept or Decline depending on the applicant's selection.