Knowledge

The Offer Letters module enables recruiters to manage job offer letters, track their statuses, and convert successful offers into employee profiles. This includes listing, filtering, adding new offer letters, and performing key actions such as viewing, deleting, or creating employee records.

In navigation panel, click on Recruit – Offer Letters

1. Offer Letter Listing

• Displays a list of all job offer letters with columns for Offer ID, Job, Job Applicant, Added By, Offer Expiry Date, Expected Joining Date, and Status.

2. Add Offer Letter

• Allows recruiters to add new offer letters by providing the required details such as Job, Job Applicant, Expiry Date, and Joining Date.

3. Filter and Search

• Search: Quickly find offer letters by entering keywords such as Offer ID or Job Applicant.

• Filter: Apply filters based on: 

• Date Range

• Status (Pending, Withdraw, Accept, Expired, Decline, Draft)

4. Status Updates

• Offer letter statuses include: 

• Pending: Awaiting candidate’s decision.

• Withdraw: Offer has been rescinded.

• Accept: Candidate has accepted the offer.

• Expired: Offer has expired.

• Decline: Candidate has rejected the offer.

• Draft: Offer is in draft state.

5. Actions

• View: Review offer letter details.

• Delete: Remove an offer letter from the system.

• Create Employee: Convert an accepted offer letter into an employee record.

6. Create Employee

• Populate fields like Employee ID, Name, Email, Designation, Department, Mobile Number, Joining Date, and Reporting To.

• Once saved, the employee record is added to the system.

How to Use the Offer Letters Module

1. View Offer Letters

• Navigate to the Offer Letters page to see the list of all existing offer letters.

• Use the search or filter functionality to locate specific offer letters.

2. Add an Offer Letter

• Click Add Offer Letter.

• Fill in details such as Job, Candidate Name, Expiry Date, and Expected Joining Date.

• Click Save to finalize the offer letter.

3. Update Offer Status

• Click on the Status dropdown for a specific offer letter and select the appropriate status (e.g., Pending, Accept, etc.).

4. Perform Actions

• Click the three-dot menu in the Action column.

• Choose: 

• View to see offer details.

• Delete to remove the offer.

• Create Employee to generate an employee record.

5. Create Employee

• When an offer is accepted, click Create Employee.

• Complete the employee profile by providing required details.

• Save the employee record to finalize.

FAQs

1. How can I change the status of an offer letter?
   Navigate to the Status column, click on the dropdown menu, and select the desired status (e.g., Pending, Accept, etc.).

2. Can I recover a deleted offer letter?
   No, once an offer letter is deleted, it cannot be recovered. Proceed with caution.

3. What happens after I create an employee from an offer letter?
   The employee record is added to the system and becomes accessible in the employee database.

4. How do I add multiple offer letters?
   Use the Add Offer Letter option for each offer. Bulk creation is not supported currently.

Need Support?

For any additional assistance with the Offer Letters module, please contact your system administrator or reach out to our support team.