Enable Candidate Offer Letter Workflows for Roles

Letter Management Guide

Version
R2024.1.0
Enable Candidate Offer Letter Workflows for Roles

Before You Begin: You must ensure that workflows assigned to the offer letter form meet the requirements described in Letter Workflows. Failure to follow these standards can prevent the offer letter process from completing.

In Workflow Administration > Role Privileges, you can associate a letter workflow with the system Offer Letter form and Offer Letter parent feature, and define which roles have access to it.

After this is configured, the workflow is available for selection in the Select Workflow drop-down list of the Send a Letter and Send Mass Offer Letter wizards in Recruiting.

Note: This workflow is also be available in the Select Workflow drop-down list of the Send a Letter wizard in Letter Management > Distribution, where it can be used for non-offer letters as well.

For each role privilege that you add in Workflow Administration > Role Privileges, Dayforce automatically adds an Offer Letter role feature under the Recruiting > Recruiting > Actions > Offer Letter role feature in the Features tab of System AdminRoles.

For example, if you add three role privileges, each for different workflows, three Offer Letter role features are added under the Offer Letter parent feature:

Offer Letter parent feature with three Offer Letter roles.

You can differentiate between these three role features in Workflow Administration > Role Privileges, where the Workflow column displays the different workflow used for each role privilege:

Workflow column showing a different workflow for each Offer Letter role.

Note: You should use the Offer Letter form only with the Offer Letter parent feature. For example, it isn't supported for use with the HR Profile Forms List parent feature.

To create a role privilege for an offer letter workflow:

  1. Go to Workflow Administration > Role Privileges and click Add.
  2. Do the following:
    • In the Parent Feature column, select Offer Letter.
    • In the Form column, select Offer Letter.
    • In the Workflow column, select the workflow that you want to associate with the form.
    • In the Role column, select the roles that will have access to the workflow.
  3. Click Save.