Sending Offer Letters

Sending Offer Letters


When a candidate is hired, recruiters can quickly send out an offer letter to the candidate to accept the job. With the goal of enabling recruiters to land top candidates faster, Zoho Recruit provides a simple way to manage and send offers.
The first part of setting up offers is Creating Offer Templates.

Create Offer Letter Templates

Once created, offer letter templates can be used to create an offer letter for a candidate. 

To create an Offer Template, navigate to Setup > Customization > Templates > Offer Templates > +Create Offer Template. Enter a name for your template. Zoho Recruit gives its recruiters the option of choosing from two types of design templates. You may start fresh or import an existing template from your computer.

Sending Offer Letters to Candidates

Next, it's time to send the candidate an offer letter, and with Zoho Recruit, you can easily generate an offer letter in minutes.

Before you create an offer, make sure you have already created your offer letter templates to ensure a streamlined process when uploading your offer to a candidate profile.

  1. Go to the individual's candidate profile and click the More Actions button, then click Generate Offer Letter.

  2. Select an offer template from the drop-down menu.    
  3. Enter the employment information and the expiration date for the offer.

  4. Click Next.
    You will be able to see the preview of the offer letter that you are about to send.

  5. Click Send via Email to continue with generating the offer letter.
  6. You can then enter a subject and frame the content for the body of your email that contains the offer letter.
  7. Click Send.

The status of the candidate status will change to Offer Made.

Note:

  • The offer letter is sent as a link in the email. Upon clicking the link, the offer letter can be viewed by the candidate, which can be accepted or declined.
  • The offer management feature is only available for the Corporate HR edition.

Sending Offer Letters to Candidate with e-signature

What is an e-signature?

An electronic signature, or e-signature, is a legal way to get consent or approval on electronic documents or forms. This is a quick, easy, and completely paperless process to get your documents signed. E-signature is widely used while sending offer letters, sales contracts, rental and lease agreements, and more.

Zoho Recruit has integrated with ZohoSign, DocuSign and AdobeSign. With just a few clicks, you can integrate your account with ZohoSign, DocuSign, and AdobeSign, and start sending offer letters with your e-signature.

Send with ZohoSign

Click Send with ZohoSign. 
  1. In the ZohoSign pop-up window, you can add recipients, and add a message with the subject.

  2. Click More Settings to set Reminders and Expiration of Offer letters.

  3. Click Next and you will be taken to the document details editing page.

  4. You will be getting a preview of the attachment, followed by basic details to be filled.

  5. Click Continue. A pop window will appear, where you can add fields to place on the letter. For example: Signature field.

  6. Click Send.
    The status of the candidate status will change to Offer Made. 

Send with DocuSign

Click Send with DocuSign. 

  1. In the DocuSign pop-up window, you can add recipients, and add a message with the subject.
  2. Click Advanced Settings to set Reminders and Expiration of Offer letters.

  3. Click Send Now to send the offer letter to the candidate directly.
  4. Click Next. A pop window will appear, where you can add fields to place on the letter. For example: Signature field.

  5. Click Send.
    The status of the candidate status will change to Offer Made.

Send with AdobeSign

Click Send with AdobeSign.  
  1. In the AdobeSign pop-up window, you can add recipients, and add a message with the subject.

  2. Click Send for signature and send the offer letter to the candidate. The status of the candidate status will change to Offer Made.

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