Introduction

The offer letter is one of the most important documents during the hiring process, as it formally confirms the employment terms and helps candidates make an informed decision about joining your organization.

With uKnowva HRMS, recruiters can easily edit and preview offer letters before sending them to candidates.

This feature ensures that all details are accurate, professional, and customized as per the company’s requirements.

It also allows recruiters to make last-minute adjustments without compromising on efficiency or accuracy.

In this guide, we will walk you through the process of editing and previewing offer letters in uKnowva HRMS.

Step 1: Accessing the Offer Letters Section

Start by navigating to the Recruitment menu from the side navigation panel. From here, select the Offer Letters sub-menu.

A new page will open, displaying a list of all candidates for whom offer letters are being managed.

The list is organized under various headers such as Candidate Name, Action, Candidate Email, Job Title, Expected, Source, DOJ, Offer Letter, Created By, Status, and Created On.

This structured layout allows recruiters to have a clear overview of all applicants and their offer letter status.

Step 2: Locating the Candidate

To find the specific employee whose offer letter you wish to edit or preview, use the search bar available above the list.

Enter relevant keywords, such as the candidate’s name or email, to narrow down the results.

Next to the search bar, you will find a drop-down filter that lets you select candidates based on their offer-letter status.

For more detailed filtering, click on the More Filters button, which opens additional options such as Offer Given From, Offer Given To, and Select a Job.

Once you apply the required filters, click on the Search button to refine the list. To clear all filters and return to the default view, simply click the Reset button.

Step 3: Editing and Previewing the Offer Letter

After locating the candidate, move to the Action column and click on the eye icon.

This action will open a new page where you can start editing the offer letter.

First, select the appropriate offer letter template from the drop-down menu.

The system will then load the template in an editor, allowing you to make any necessary changes to the content.

You can customize details such as job title, compensation, joining date, and other employment terms to suit the specific candidate.

Once you finish editing, click on the Submit button to save and finalize the changes.

If you decide not to proceed with the changes, you can click on the Cancel button to discard the edits.

This ensures you always have control over what is finalized and sent out to candidates.

Conclusion

That’s it!

You’ve now successfully edited and previewed an offer letter in uKnowva HRMS.

By following this process, you ensure that the offer letters are accurate, professional, and tailored to each candidate’s profile.

This not only reduces errors but also enhances the candidate experience by providing clear and personalized communication.

If you have any questions or need additional support, feel free to contact us at This email address is being protected from spambots. You need JavaScript enabled to view it..