How to create “Offer Details Templates”

Follow these steps to create “Offer Details” templates

“Offer Detail Templates” allow you to set default values for certain ‘key fields’ in your different Offer Letter Templates.  Once Offer Letter Templates and Offer Details Templates have been created, you can utilize both to quickly create Offers at the Job Req level (click here to see the “How to Generate Offer Letters” help article)

1. Sign in at https://app.journeyfront.com/login
2. Navigate to the 'Company Settings' page (click on the gear icon)
3. On the left menu bar, click on “Offers”
4. Then click on “Offer Detail Templates”
   
5. This will open up the “Offer Details Templates” page
   
   1. If Offer Details templates have already been created, you’ll see a list of templates with the following data points:
      1. Name: Offer Details Template name
      2. Last Updated:  Date and time of last update to the template
      3. Updated By:  Name of user who updated the template last
      4. Two icons that represent the following actions, in order
         1. - Edit 
         2. - Delete
   2. To add a new “Offer Details Template”, click on the blue “+ Add Offer Details Template” button
   3. You should now see the “Add Offer Details Template” page below
      
   4. Enter the Template Name ("Test Template #2" for this example)
   5. For each Offer Field, you can choose whether or not you want to set a default value and lock down that default value.
      1. If you do not select the “Enter default value” box on any of the fields below, that field will show blank when generating the Offer and you’ll need to manually enter the value.
      2. Checking the box next to “Enter default value” allows you to set and define offer field values to auto populate when creating an offer.
   6. Enter in the Default value for those fields you want to define
      1. If you want the field to auto populate with the default value AND also be editable when creating the Offer Letter, do NOT select the “Lock default value” box.
      2. If you want the field to auto populate AND don’t want the field to be editable when creating the Offer Letter, select the “Lock default value” box.
   7. Below is a list of all of the fields that you can configure:   
      1. Job Title*
      2. Start Date
      3. Today’s Date*
      4. Offer Expiration Date
      5. Employment type
      6. Salary
      7. Pay Frequency
      8. Bonus
      9. Options
      10. Hiring Manager
      11. Notes
      12. Any custom Offer fields
   8. "Job Title" and “Today’s Date” have additional options
      1. Job Title: You can select to set “Job Title” equal to the ‘Job Req’ name
      2. Today’s Date: You can select to set “Today’s Date” using the current date.
   9. Once you’ve configured the different fields on this page, click on “Save”
   10. The “Offer Details Template” should now show as below:
   
   
6. The “Offer Details Template” is now ready to use at the Job Req level when creating Offers (click here to see the “How to Generate Offer Letters” help article)