Configure Offer Letter Workflows

Letter Management Guide

Version
R2024.1.0
Configure Offer Letter Workflows

Before You Begin: For general information on configuring workflows, see the Self-Service Guide.

When users fill out the Send a Letter wizard in Recruiting, they need to select an option in the Select Workflow drop-down list. This sets which workflow is used to send the letter to the employee or candidate.

As a mandatory step, you need to configure at least one workflow that users can select. This involves the following:

  • Creating the necessary workflows in Workflow Administration > Workflow Designer. The process for creating workflows for offer letters in Recruiting is the same as for letters sent to employees in Letter Management > Distribution. See Letter Workflows.
  • Assigning workflows to the Select Workflow drop-down list of the wizard. See Enable Candidate Offer Letter Workflows for Roles.