How to Edit an Offer Letter Template

Navigating to Offer Letter Templates
  • Click Administration from the top menu bar of the Applicant Tracking System.

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  • Click Offer Letter Templates on the left-hand side.

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  • You will see a page displaying offer letter templates like below:

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Editing an Offer Letter Template

  • Click Edit to the far right of an offer letter template under the "Action" column.

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  • Update your offer letter template as needed.
    • A long list of mail merge fields is available in the Mail Merge drop-down menu. Mail Merge fields will auto-populate using ATS data. If the information is not tied to data in the ATS, it will be completed on the Additional Fields page when creating an offer letter. The Mail Merge field must come from the drop-down menu. It cannot be entered manually.

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  • Click the eye.svg icon to see a preview of your template.
  • Click Save Changes when done.

E-Signature Mail Merge Fields

  • Type Signature is as it sounds; candidates will be required to type their name into a text box to e-sign the offer. This type of e-signature can be especially helpful if your offer letter requires candidates to initial places throughout the letter.
  • Digital Wet Signature will require candidates to use their mouse or finger to e-sign the offer.
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