Overview

The Offer Letter feature lets admins make and send offer letters to job candidates. You can also add e‑signatures and attach extra files.

To learn how to make an offer letter template, refer to How Do I Create Offer Letter Templates?

1. Turn On Offer Letters

1. Go to People > Hiring > Applicant Tracking. 
2. Select Admin > Approvals.
3. Go to Offer Letters and select Settings. 
4. In the Enable Offer Letters section, select the radio button next to Enable Offer Letters. This turns on the feature.

2. Add Electronic Signatures to Offer Letters

To give your candidates the option to sign your offer letters electronically, you can do either of these: 

1. Add an optional integration with your company's DocuSign account, or
2. Select our free Paycor E-Signature option. 

The Paycor E-Signature option is selected by default. No further setup is required to use this feature.

Important:

• DocuSign lets you add a Company Signer. With Paycor E-Signature, only the candidate can sign the Offer Letter.
• For more information, refer to How Do I Use eSignatures in Recruiting?

To connect to a DocuSign account:

1. On the Approvals tab, go to Offer Letters and select Settings. 
2. In the DocuSign Account section, select Login to DocuSign and sign in with your DocuSign account credentials.

4. Select anyone who should be notified of Offer Letter changes or inactivity in DocuSign.

3. Require a Company Signer

1. Go to the DocuSign section. 
2. In the DocuSign Company Signer section, select the radio button next to Required (Recommended). 

Note: We suggest keeping this setting turned On at all times.

4. Allow Non-Admin Users to Send Offer Letters

Here are the settings for sending Offer Letters in Recruiting:

• Admins can always send Offer Letters.
• Staffing Users and Standard Users must be specifically authorized. 
• For security reasons, non-admin users cannot view all offers in Recruiting. In many cases, these users are prohibited from accessing and viewing Offer Approval details.
• As a general rule, if you want to allow a Staffing or Standard User to send Offer Letters, they must be added to the Offer Approval process.

To enable non-admin users to send Offer Letters: 

1. On the Approvals tab, go to Offer Letters and select Settings. 
2. In the Sending Offer Letters section, next to Who can Send Offer Letters, check Specific. 

5. Add Attachments to Send with Offer Letters 

1. On the Approvals tab, go to Offer Letters and select Offer Letter Attachments. 
2. Select Add an Attachment. This is a quick and convenient way to include other documents, like a company handbook PDF.

Offer Letters Video Demonstration