Hiring
Prepare, send, and record an offer
Build and review an offer package, generate its standard offer letter, send the offer, and record acceptance.
What this does
Prepare the offer package and standard offer letter for a candidate whose application is at an offer stage.
Before you start
Open Review Offer from the candidate profile. Complete a valid compensation package before saving or generating the letter; component totals must match Annual CTC.
Steps
- Enter Annual CTC and use Auto Build Package, or edit the package components. Set currency, joining date, and offer validity date.
- Review the standard offer letter. Optionally upload a PNG/JPEG letterhead, select Generate Offer Letter, and use Download PDF to save it.
- Select Save as Draft to keep a draft, or Send Offer to record it as sent. Use Record Acceptance to record acceptance in PeopleOS when confirmed.
- Return to the candidate profile. After the offer is accepted, choose More Actions → Mark as Hired to create the employee and onboarding record.
Result
The offer is saved as a draft, sent, or recorded as accepted. Generating a letter creates a downloadable PDF from the built-in Standard Offer Letter; no other offer-template selection is available.
Related/Next guide: Add candidates and manage the hiring pipeline.
Related articles
- Add candidates and manage the hiring pipelineAdd candidates to an open role, review their application, move workflow stages, and mark an accepted candidate as hired.
- Onboarding overview and checklistView onboarding records created for hired candidates, manage checklist tasks, and complete onboarding.