This article will walk you through how to create an Offer Letter template for your company that can be send when onboarding a worker.
1. Click the "Documents" tab on the left hand side of the screen.
2. Once in the "Documents" tab, click the "Offer Letter Templates" button.
3. Then, click "Add Letter Template" button.
4. Now it's time to create your Offer Letter. Fill out the fields in the boxes provided. In the "Template Content" box we have provided a standard Offer Letter for you but this is also completely editable to suit your company needs. Just simple click to box to make your edits OR click the "Clear Example Text" to start with a black page. Once you have finished, make sure to click the "Save Template" button in the top right hand corner.
Additionally, at the bottom of the screen you will see some offer letter variables for you to use that will help streamline the whole process. To use, simply place the variable where you would like the workers particular information to automatically fill in the Offer Letter. You will be able to review this before inviting a worker to the platform.
5. Once you have clicked the "Save Template" button you will get a confirmation that your template has been successfully save and you will see your template listed.
ADDITIONAL INFORMATION FOR THE ADMIN:
After you invite a worker, if you have included an Offer Letter they will receive and email telling them they have a new offer letter available for their review.
They will have the option to either Accept, Decline (with reason), or Request Changes to the offer letter. Once they choose one of these options, the admin will receive and email notifying them of the decision they have made.