Sending an offer letter to a job candidate in Eddy is easy. Just follow the steps below.
Move the job candidate you wish to send an offer to into the "Offer" stage in your hiring pipeline.
Once you place the candidate in the offer stage, you'll be immediately asked whether or not you'd like to create and send an offer letter. If you're ready, click on the "Create a Job Offer" button.
If you're not yet ready to create a job offer, you can click the "Not Now" link below the button. This will close the pop-up and allow you to continue working without making an offer.
If and when you'd like to send the candidate a job offer, simply click into their candidate profile and then click the "Create a Job Offer" button located at the top of the profile. (Please note that this option is only available to candidates in the "Offer" stage of the pipeline)
There are three steps in the job offer creation process.
The first step is to confirm the details of the job, including pay information, start date, offer expiration date, job title, manager, department, location, and employment type.
The second step is the creation of the offer letter itself. You can use Eddy's "Default" offer letter template, or you can create your own offer letter. If you'd like to create a reusable template, you can do that too!
Once you're satisfied with your letter, you can move to step three. This is the email message that will be sent to notify your job candidate that they are receiving an offer.
You'll create a subject line (i.e. Job Offer) and a message. In your email message, we recommend including a prompt to click on the "Review Offer" button to view and sign the offer.
Hit the "Send offer" button and an email with the offer will be sent to your job candidate!