1. Implementing Onboarding (Transitions)
  2. Configuring an Advanced Electronic Offer Letter PDF

Configuring an Advanced Electronic Offer Letter PDF

An advanced E-Offer process can be configured to create a PDF that includes the offer letter, a cover page and the candidate's decision to accept or refuse the offer.

If all of the following steps are performed by the Onboarding (Transitions) administrator, in addition to the steps for configuring an advanced E-Offer and described in

"Configuring the Advanced Electronic Offer", candidates as well as Recruiting Center users and Onboarding (Transitions) Center users (who have the required permissions) will be able to view and print the resulting PDF.

Configuration

  1. Creating the cover page PDF (typically using Acrobat Professional). Although the candidate's full name, his/her decision, and the date and time when the candidate submitted his/her decision are added automatically to the offer letter section of the PDF, most organizations will want to add the ESignature.EOfferSignature variable and similar variables to the cover page. In addition, Onboarding (Transitions) administrators can add text, images (for example, the organization's logo) and branding that serve to personalize the text of the cover page. The cover page can be configured for display either before or after the letter.

  2. Adding the cover page PDF to the Documents library.

  3. Creating a text documentthat includes the{ContentPage.PersonalizedDocuments} variable for use in the Content Page.(This step is required only if you plan to include a Content Page task including a link to the offer letter and cover page PDF.)

  4. Creating a Content Page that includes the text document and {ContentPage.PersonalizedDocuments} variable. . (This step is required only if you plan to include in the process a Content Page task with a link to the offer letter and cover page PDF.)

  5. Creating a task to display the Content Page (task whose action is Display Content Page) or a task to display a link to the PDF (task whose action is Open PDF). In the first case, the PDF will be displayed afterward as a link on the Content Page and the Content Page task will be displayed on the Tasks tab. The task will include all links, text, images and branding that the administrator configured for the content page. In the second case, the PDF will be displayed afterward as a simple link in a task on the Tasks tab.

  6. Add the task to the advanced E-Offer process in the most suitable position. Remember that the task that captures the candidate's decision (i.e. the one whose action is "Send E-Offer response") must precede this task (the one whose action is "Display Content Page" or "Open PDF"). This is because the content of the PDF requires the information gathered by the first task.