Requiring offer letter approval

Some businesses like a second set of eyes on an offer letter before it is sent to an applicant. CareerPlug makes this possible with the approval setting on our offer letter templates.

On each offer letter template, you have the option to turn on the Require approval toggle. When this setting is turned on, any full or limited access user who attempts to send an offer letter from this template must get an approver's sign-off on the offer letter content before they can send it to the candidate. The approver can be an admin or a full access user.

To require offer letter approval:

1. Navigate to Settings > Templates > Offer Letters.

2. Click the Edit button next to the offer letter for which you wish to require approval.

file-rrZ6pcBsdM.png

3. Turn on the Require approval toggle.

4. Save the offer letter template.

file-gvwGc5gwGx.gif

Sending an offer letter for approval

After a full or limited access user fills out the offer letter content, they will be required to select a user to approve their offer letter. The users available to be approvers include admins and full access users.

file-V0MGP5KOvR.png

Note: If the approver selected is a full access user, they must have access to the job or the location in which the job is posted in order to approve that offer letter.

The offer letter sender will be able to preview the offer and configure the email. But instead of sending the email containing the offer to an applicant, they will Send for Approval to an admin or full access user.

file-ed33xMBj4K.png

Approving the offer letter

The selected approver will receive an email asking them to preview and approve the offer letter.

file-XoVH9tUXFA.png

The approver can also review the offer in CareerPlug from the Applicants page by clicking the Review Offer button.

file-gyUwvJ8MNO.png

The approver then approves or rejects the offer letter.

file-0iiTCN32mq.png

If the approver chooses to reject an offer, they will be prompted to provide a reason. The offer can then be edited and re-sent for approval.

file-mJOcGUpfrJ.png

Once the offer is approved, the approver or the person who requested the approval can send the offer to the candidate.

file-ybqyIjraxm.png