Generating Offer Letters
Creating offer letters doesn’t have to be repetitive or time-consuming. With Zoho Recruit, you can quickly generate professional, accurate, and personalized offer letters using predefined templates and candidate data, so you can move from selection to offer in just a few clicks.
To generate an offer letter for a candidate;
- Navigate to the candidate you wish to generate an offer for and click More > Generate Offer Letter.
- In the Generate Offer Letter pop-up, do the following;
- Select an offer template.
- Choose whether you wish to send the offer with or without e-sign and select an email template.
- Enter details relevant to the offer (compensation amount, allowance, expected date-of-joining, etc.).
- You can now preview the offer and proceed by clicking Generate Offer Letter.
- Once the offer is generated, it will be stored under the Offers sub-module as a record. The generated offer letter will be added as an attachment that you can view contextually.
Generating Offer Letters in Bulk
In Zoho Recruit, you can generate offer letters for multiple candidates at once from three places, namely;
From the Candidates module
- Go to the Candidates module and filter candidates based on their associated job opening from the left-panel.
(Filter Name: Associated Job Openings) - Select the candidates you wish to send an offer letter to and click the Generate Offer Letter icon.
- Fill-in details in the Generate Offer Letter section and click Save and Next.
- The offer generation process will begin and run in the background.
- You can track their status from the pop-up shown in the bottom right.
From the Job Openings module
- Go to the job opening and click Applicants from the Quick Access panel on the left.
- Select the candidates you wish to send offer to and click the Generate Offer Letter icon.
- Fill-in details in the Generate Offer Letter section and click Save and Next.
- The offer generation process will begin and run in the background. You can track their status from the pop-up shown in the bottom right.
From the Applications module
- Go to the Applications module filter records by their associated job opening.
- Choose the applications that you want to generate an offer for and click the Generate Offer Letter icon.
- Fill-in details in the Generate Offer Letter section and click Save and Next.
- The offer generation process will begin and run in the background. You can track their status from the pop-up shown in the bottom right.
Sending Offer Letters with E-sign
Zoho Recruit has integrated with Zoho Sign, DocuSign and Adobe Sign. With just a few clicks, you can integrate your account with one of these options and start sending offer letters with your e-signature.
Send with Zoho Sign
- While generating the offer letter, under Choose how you would like to send the offer letter select with e-sign and choose Zoho Sign.
- Fill-in the required details and click Save and Next.
- In Zoho Sign, add recipients and enter a message if required.
- Click More Settings to set the time to complete, expiration date, and automatic reminders. Click Save.
- Fill in the fields on the Edit document details page. Click Continue.
- Add the necessary fields (e.g., Signature, Sign Date) to your offer letter.
- When you're done, click Send.
Send with DocuSign
- While generating the offer letter, under Choose how you would like to send the offer letter select with e-sign and choose Zoho Sign.
- Fill-in the required details and click Save and Next.
- In DocuSign, add recipients and enter a message if required.
- Click Edit next to Advanced Options to set automatic reminders and the expiration date. Click Save.
- Click Send Now to send the offer letter to the candidate without adding additional fields. Otherwise, click Next.
- Add the necessary fields (e.g., Signature, Sign Date) to your offer letter.
- Click Send.
Send with Adobe Sign
- While generating the offer letter, under Choose how you would like to send the offer letter select with e-sign and choose Zoho Sign.
- Enter the required details and click Save and Next.
- In Adobe Sign, add recipients, and fill-in Agreement Details. You can set a deadline for the offer under the Agreement Options section.
- When you're done, click Send for signature.
Revise and Withdraw Offers
In Zoho Recruit, you have the flexibility to modify existing offers or withdraw them when necessary, streamlining the offer management process.
You can easily revise offer letters by selecting a specific offer record and clicking the Revise Offer button, enabling you to make necessary adjustments and maintain accuracy.
Similarly, the Withdraw Offer button lets you cancel offers swiftly, updating the offer status and ensuring transparency in the recruitment workflow.
To revise or withdraw an offer;
- Navigate to the Offers module and select the particular offer record.
- Click on Revise Offer located at the top right corner.
- Make the necessary changes in the Revise Offer screen and click Save and Next.
- Choose an email template and fill-in details in the Send Offer Letter pop-up.
- Click Send to send the offer to the candidate.
- Alternatively, you can click Withdraw Offer to cancel the offer.
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