Available for the following EmploymentOS plans: Employment Plus, Employment Unlimited
Available for the following HR Classic plans: Platinum
Available for the following user access levels: Admin
Open Beta feature
Employment Hero has introduced the ability to create and manage offer letters in-app. This feature will allow you to create, send, and rescind a letter of offer.
This article explains how to:
- Create a Letter of Offer
- Revise and resend a Letter of Offer
- Rescind a Letter of Offer
- Send a Letter of Offer from the applicant tracking system (ATS)
- Further information
Create a Letter of Offer
Click here to view a step-by-step guide
- Log into Employment Hero.
- On the left-hand side menu. click on People.
- Click on Offers.
- Click on the + Create Offer button.
- Under Add Candidate Details, add the following:
- First name
- Last name
- Email address
- Phone number
- Click Save as a Draft or Continue.
- Under Add Offer Details, add the following:
- Job title
- Industry standard job title
- Start date (optional)
- End date (optional)
- Offer expiry date (optional)
- Location (optional)
- Salary
- Currency
- Type
- Probation period (months) (optional)
- Conditions (optional)
- Stock options (optional)
- Bonus structure (optional)
- Additional info (optional)
- Click Save as a Draft or Continue.
- Under the Select Offer Template subheading, click on Actions on the template you want to use.
- Click on Select from the drop-down menu.
-
Here you will see your letter of offer with the input variables added.
Important
To edit the document
- Click a pink bolded variable to change the value
- Click '-' on a pink box to remove an optional clause
- Purple variables will be automatically populated with existing information
- Once you are happy with your letter of offer, click on Continue or Save as a Draft.
- At the final step, you can preview your letter of offer, download it as a PDF, or send to the candidate by clicking the Send to the Candidate button in the bottom right-hand side of the screen.
- If you send the letter of offer to the candidate, you will see a pop-up to confirm the send. Click on the Send button.
Helpful Hint
Once your letter of offer has been sent, the candidate will receive an email containing the letter of offer.
Revise and resend a Letter of Offer
If the candidate requests a revision to the letter of offer, then a Revise option will appear on your Employment Hero account.
Click here to view a step-by-step guide
- Log into Employment Hero.
- On the left-hand side menu. click on People.
- Click on Offers.
- If a candidate has requested a review, you will see an Action Required tag.
- On the offer you wish to revise, click on View.
- You will see the Letter of Offer versions at the bottom of the page.
- Click on the one you want to read.
- Here you will see the comments the candidate has made.
- If you want to revise your Letter of Offer, click back to the previous screen and click on the Revise button.
-
Work back through the letter of offer, where you will see your letter of offer with the input variables added. You can made edits to the offer here
Important
To edit the document
- Click a pink bolded variable to change the value
- Click '-' on a pink box to remove an optional clause
- Purple variables will be automatically populated with existing information
- Once you are happy with your letter of offer, click on Continue.
- Click on Save as a Draft or Send to Candidate.
Rescind a Letter of Offer
Click here to view a step-by-step guide
- Log into Employment Hero.
- On the left-hand side menu. click on People.
- Click on Offers.
- If a candidate has asked for a review, you will see an
- On the offer you wish to revise, click on View.
- Click on Rescind.
- On the confirmation pop-up, click on Rescind.
Send a Letter of Offer from the applicant tracking system (ATS)
Click here to view a step-by-step guide
- Log into Employment Hero.
- Click on Recruitment.
- Click on Recruitment (again).
- Click on the Jobs tab.
- Click on the job for which you want to create a letter of offer.
- Click on the candidate for which you want to create a letter of offer.
- Click on Offers.
- Click on Create Offer.
- Under Add Candidate Details, add the following:
- First name
- Last name
- Email address
- Phone number
- Click Save as a Draft or Continue.
- Under Add Offer Details, add the following:
- Job title
- Industry standard job title
- Start date (optional)
- End date (optional)
- Offer expiry date (optional)
- Location (optional)
- Salary
- Currency
- Type
- Probation period (months) (optional)
- Conditions (optional)
- Stock options (optional)
- Bonus structure (optional)
- Additional info (optional)
- Click Save as a Draft or Continue.
- Under the Select Offer Template subheading, click on Actions on the template you want to use.
- Click on Select from the drop-down menu.
-
Here you will see your letter of offer with the input variables added.
Important
To edit the document
- Click a pink bolded variable to change the value
- Click '-' on a pink box to remove an optional clause
- Purple variables will be automatically populated with existing information
- Once you are happy with your letter of offer, click on Continue or Save as a Draft.
- At the final step, you can preview your letter of offer, download it as a PDF, or send to the candidate by clicking the Send to the Candidate button in the bottom right-hand side of the screen.If you send the letter of offer to the candidate, you will see a pop-up to confirm the send.
- Click on the Send button.
Helpful Hint
Once your letter of offer has been sent, the candidate will receive an email containing the letter of offer.
Further information
If you are looking for further ideas, try our community.
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