Creating a Task to Update Candidate's Offer Status and Generate Offer Letter PDF

Before you start

Configuration > [Onboarding (Transitions)] Administration > Task Definitions

Here's what to do

1. Click Create.
2. Enter a code, name and description for the task.
3. Select Send E-Offer response in the Action field.
4. If you want the system to generate a PDF containing the offer letter and the cover page: click Select, click the radio button next to the cover you want to display in the PDF and click Select.
   If no cover page is specified, the system will still update the offer status but no PDF document will be created and hence no PDF will be available for export to external systems.
5. If you selected a cover page in the previous step, specify whether you want it to be displayed at the beginning or end of the PDF by clicking the corresponding radio button.
6. Click Save.
7. Click Activate.

Results:

If the task is later included in a process, and candidates or employees in the process respond to the offer displayed on the Tasks tab: the status of the offer will be updated to Offer-Accepted or Offer-Refused. If a cover page is specified, Onboarding (Transitions) Center users as well as the candidates or employees will be able to view and print a PDF containing the offer letter and cover page. External systems specified will be able to pull the PDFs.

What to do next

Add this task to the advanced E-Offer process.