Creating a Form for the Candidate to Respond to the Offer

The Manage user-defined forms to display and collect data permission is required.

Configuration > [Onboarding (Transitions)] Administration > User-defined Forms

  1. Click Create.
  2. Provide a code, a name, and a page name in the corresponding fields.
  3. To add a section, position your cursor in an existing section, click the Insert a Section icon. A section entitled Default section title is inserted in the form just below where your cursor was positioned.
  4. To modify a section title, click the Default section title and make your changes in the Selected Element Properties section.
  5. To add a table, position your cursor in the appropriate section of the form and click the Insert a Table icon. A table containing two columns and five rows is inserted in the form.
  6. To add or remove rows and columns, use the corresponding tools in the Toolbox.
  7. To add text, position your cursor in a cell and click the Insert Text icon to place a text area on the form. In the Selected Element Properties section, in the Value field, use the rich text editor to add formatting, graphics, links, etc.
  8. To add fields, select a category in the drop-down list, select a field in the updated list and drag and drop it in the desired section.
  9. To edit the properties of a field, select the field then scroll to the Selected Element Properties section at the bottom of the form.
  10. Include the variables listed in this step. To add variables, select a category in the drop-down list, select a field in the updated list, and drag and drop the field in the desired section.
    • Category: Offer; Variable: CandidateOfferResponse: Provides the offer response options. Choices will be displayed as "Accept the offer" and "Refuse the offer". Make the field mandatory. A response must be captured; otherwise it will be impossible to update the candidate selection workflow.

    • Category: Offer; Variable: OfferLetterBody: This is the content of the offer letter.

    • Category: ESignature; Variable: EOfferSignature: To capture the validated electronic signature of the candidate. Make the field mandatory.

    • Category: Offer; Variable: OfferLetterAttachments: If this variable is placed on a form, it will display the names of all files attached to the offer letter in the Recruiting Center. If there were no attachments, nothing will be displayed on the form. Please note that if a label is provided for this variable, the label will be displayed on the form regardless of whether any attachments exist for this offer letter.

  11. Click Save. The form appears in the User-defined Forms list and its status is Draft.
  12. Enable the form by clicking the corresponding Activate in the User-defined Forms list.
This form must be incorporated into a task so that it can be used in the advanced E-Offer process.