You can use the Offer Letter Template drop-down list to load a template on which you can base your offer letter. Loading a template to create an offer is optional, and you can instead choose to create the offer letter from scratch.
The Offer Letter Template drop-down list contains a list of templates that you or other users have created. If another user created the template, their name appears next to the template name. You can only see templates other users created if they made them public.
Note: The Recruiting module doesn't come preconfigured with offer templates. Creating a template is discussed below.
When you select a template and click Load, the system populates the template into the offer letter form, and you can edit it as needed.
If you've already added content in the text editor, the system first asks you to confirm whether you want to overwrite it with the template content. The template overwrites the following parts of the offer letter:
- The Subject field
- The logo selected in the Add Company Logo drop-down list
- All information in the text editor
- All attachments currently selected
- The days defined in the Expiration in Days field
- The users defined in the Workflow Approvers selector
It doesn't overwrite the From, CC, or Select Workflow fields.