The documents available in the Attachments drop-down list of the Create/Edit Offer dialog box must be added to Dayforce by an administrator. Recruiters cannot attach documents from HR policies or other areas of Dayforce, and they cannot add their own files (for example, from their desktop) to offer letters.
To use the offer documents functionality, you need to configure the system Candidate Offer document type in Documents > Admin > Document Types. This document type controls the ability for users to do the following:
- Upload and manage documents in Recruiting Setup > Offer Documents.
- Attach documents of this type to offer letters in the Create/Edit Offer dialog box of Recruiting.
Candidates must also have access to this document type to be able to download documents that are attached to the offer letter.
Note: Document types are used in Dayforce to define key information about documents, such as which area of the system the document is used, which file formats are supported, and who can access the document. For more information on configuring document types, See Documents Configuration in the Document Management Guide.
The following topics outline the process for configuring offer documents in Dayforce: