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How to set up Offer Letter Templates (activity) in a Job Req

Follow these steps to select which “Offer Letter Template” and which “Offer Details Template” to use when setting up Offer Activities for a particular Job Req. Saving you time!

  1. Sign in at https://app.journeyfront.com/login
  2. Click on “Job Reqs” on the main menu bar
  3. Select the appropriate Job Req
  4. Click on “SETUP” and then “Screening Plan”
  5. Scroll through the screening plan.  If you don’t see an “Offer” step or activity, we’ll need to add them in order to generate Offer Letters from the candidate scorecard.
    1. Click on the blue “+ Add Step” button, scroll to the bottom and type in the Step Name (“Offer”) to create the “Offer” step”.  

  6. On the Offer step, click on “+ Add Activity” 
    1. Select “+ Add Offer”
    2. After a few seconds you will see the new “Offer” activity has been added to the “Offer” step
    3. Let’s look at what we need to configure for this step.  Click on the drop down arrow.
      1. Allow custom offer letters: This will allow users to upload custom offer letters files rather than generating them in Journeyfront
      2. Default offer letter template: Select the offer letter template you want to use for this job
        1. Click this link for more information on “How to set up Offer Letter Templates”
      3. Only allow the default offer letter template: This locks down the default Offer Letter template so users cannot use a different template
        1. Toggle to Yes or No
      4. Offer Details Template:  Select the Offer Details Template you want to use for this job
        1. Click this link for more information on “How to set up Offer Details Templates”
      5. Reminders: Follow up with automatic reminders.  Signers will receive reminder emails until they sign or decline the document
        1. Toggle to Off or On
    4. You’re now ready to start generating individual Offers at the candidate level.  Click this link to see more information on “How to Generate Offer Letters”