Need to tweak your offer letter template? No problem—we’ve got you covered! Follow these simple steps to edit your template and save time for you and your hiring managers:

Step 1: Navigate to Offer Letter Templates

  1. Go to the Main Menu in your ATS dashboard.
  2. Select Account Details.
  3. In the Templates section, click on Offer Letters.

 


Step 2: Choose the Template to Edit

  • Find the template you want to modify from the list.
  • Click Edit next to that template.





Step 3: Make Your Edits

  • Update the Template Name and/or the Offer Letter Body as needed.
  • Once you're happy with the changes, click Save Changes.


Supercharge Your Templates with Dynamic Fields!

Pro Tip: Save time and reduce errors by using dynamic field names. These handy placeholders will auto-populate with applicant-specific details when creating new offer letters.


Here’s a quick guide to the fields available:


General Fields

  • {{ salutation }}
  • {{ job_title }}
  • {{ company }}
  • {{ salary }}
  • {{ start_date }}
  • {{ location }}
  • {{ supervisor }}


Job Custom Fields

  • These will appear on the right, should you have any designated custom job fields


Applicant Custom Fields

  • These will appear on the right, should you have any designated custom applicant fields

Important Warning: Stick to the Listed Fields!

If you try to create a new field—one that isn’t listed on the right side of the page—your template will fail when you attempt to use it. To avoid this, please:

  • Only use the fields provided in the available list.
  • Copy and paste them exactly as they appear to ensure proper formatting.


Mistyped or unauthorized fields can cause hiccups in the process, and we want to make sure everything runs smoothly for you!


How They Work:

  • When you create a new offer letter, these fields will automatically populate with the correct details.
  • You can also edit and fine-tune these fields before sending the offer letter to ensure everything is just right.
  • To use them, copy the field name (e.g., {{ salary }}) and paste it directly into your template. Be sure to copy it exactly as it appears for proper formatting.

And voilà! Your offer letter template is now fully customized and ready to use. 


Got a question or feeling stuck? Don’t sweat it—our support team is here to help! Reach out anytime, and we’ll get you sorted in no time.