Goal
- How to edit the content of an Offer Letter after sending
Environment:
- Push Web App
Process:
- Click the Applicant Tracking tab
- On the left hand navigation bar, click Candidate Dashboard
- Under Actions, click the Arrow and Box Icon that corresponds with the Candidate
- On the top right hand side, click Offers
- Click the specific Offer Letter(s)
- On the far top right hand side, click Revise Offer
- In the pop up Revise Offer, click the white box and input a comment
- Once done, click Revise Offer
- The page will refresh for you to adjust the Offer Letter
- Under Template, click the drop down and select the specific Offer Letter Template
- In the White Box, the template will pre-fill with the information or you can click to add information manually
- Under Offer Details - Position, will prefill with based on the Candidate's application
- Under Offer Details - Start Date, select the appropriate date
- Under Offer Details - Expiry Date, select the appropriate date
- Under Offer Details - Salary, input the appropriate salary and select the drop down menu to select either: Hourly or Salary
- Once ready, click Save & Preview Offer
- The page will refresh for you to review, in the top right hand corner click Send Offer Via Email
- A pop up page will appear titled Send Offer Letter Via Email
- Under From, click the drop down menu and select the appropriate Administrator
- Under To, it is pre-filled with the Candidate's email address based on the application
- Under Message Template, click the drop down menu if applicable to select the appropriate Template
- Under Subject, either input the information manually or this will prefill if you use a Template
- Under the White Box, either input the information manually or this will prefill if you use a Template
- Under Attachments, you should see the PDF version of the Offer Letter
- Under Drop Files here or Browse, drag or upload any other files if necessary
- Once done, click Send Offer Letter
- In the pop up Offer Letter Sent, click Got it
- In the pop up Update Candidate Status?, click the drop down menu and select the applicable Status or I'll do this later
- Once done, click Update Status
Additional Information
You are only able to adjust the contents of the Offer Letter if it has not been signed by the Candidate. We recommend reviewing the Offer Letter prior to sending to ensure the details are correct.
Push does allow you to revise the Offer Letter if required after sending, as long as the Candidate has not signed. The old Offer Letter will no longer be accessible and the Candidate will receive the updated Offer Letter in a new email to review and sign once sent.
We recommend creating Message Templates to assist you with sending out Offer Letters to standardize the process.
A Manager will be required to re-sign a new Offer Letter if it was revised and a new one was sent.
Please note that only Super Administrators and Team Administrators with permissions to view/update/create Offer Letters will be able to access this information.
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