The Offer Letter section allows you to create offer letter templates which are sent to employees to  E-sign when onboarding new employees. There is no limit to how many offer letter templates can be created.  Alternately, offer letters can be sent from the View Employees page, by selecting Resend Onboarding Docs under the specific employee.

Add New Template

If you select the Add New Template button, this will bring you to a form where you can customize the offer letter.

There are several fields that you can add to your template:

• Logo: Add company Logo
• Build offer letter: You have the option of providing a number of preset fields to automatically populate personalized information for your company and for the new employee.  See the instructions to the right of the screenshot for how to display these.
• Have an approver see the offer letter before it gets sent to the employee.
• Permissions: who can edit the offer letter.
• Signatures: who can sign the offer letters.

Preset Fields

When creating your template, you can automate many common fields that you would like to appear, such as the employee's name, the name of your company and more.  You can include these by enclosing the fields in curly brackets.     The preset fields include:

• Company Name: {{company.name}}
• Company Address: {{company.address}}
• Employee First Name: {{employee.first_name}}
• Employee Last Name: {{employee.last_name}}
• Job Title: {{job.title}}
• Annual Salary: {{annual.salary}}
• Hourly Rate: {{hourly.rate}}
• Start Date: {{start.date}}
• Today's Date: {{today.date}}

You may search for any existing preset field by typing a few characters into the search box.

Custom Fields

You also have the option of creating custom preset fields that you can use in your templates.

Select the Add New Custom Field button, and you will be presented with a form.

Enter the name and value, and this will automatically create the code that you can insert into your templates.

Your custom fields will show just below the default preset fields:

Edit Template

You can edit any existing offer letter template by selecting the edit icon next to the the specified template:

Preview Template

You can preview any existing template by selecting the preview icon.

This will show a sample copy of your template: