The following role features for offer letter functionality are under Recruiting > Recruiting > Actions in the Features tab of System Admin > Roles.
To send offer letters:
- Offer Letter > Offer Letter, to access each offer letter workflow. Select all that you need to use.
Note: For recruiting offer letters, users don’t need access to either the Send Letter or Allow Edit At Preview role features under Letter Management > Distribution. These are for other types of letters sent from Letter Management.
To use additional features when sending individual offer letters:
- Offer Letter > Add Attachments to Offer Letter, to add supporting content to offer letters. Recruiters can choose from content that's added to the offer letter template by administrators.
- Offer Letter > Edit Offer Letter Email Template, to modify the email subject used when sending an offer letter to a candidate.
- Offer Letter > Customize Offer Letter, enables the Customize action that allows recruiters to update the contents of an offer letter even though the changes will create differences from the offer letter template.
- Offer Letter > Override System-Generated Offer Letter Fields, to update the contents of fields that have been filled in by the system.
To send offer letters to multiple candidates at once:
- Offer Letter > Send Mass Offer, to send offer letters to multiple candidates at the same time.
- Offer Letter > Edit Offer Letter Email Template, to modify the email subject line and message body of offer letters.
To change the status of letters that have been sent:
- Candidate Offer Status.