Introduction
Configuring offer letter templates in the uKnowva Recruitment Engine allows HR teams to streamline the hiring process by automating the generation of offer letters for selected candidates.
By setting up a default template and selecting additional documents to send along with the offer letter, recruiters can ensure consistency and accuracy in the hiring process.
This guide explains how to configure offer letter templates and use them while rolling out offer letters to applicants.
Step 1: Accessing the Configuration Settings
Click on your profile icon at the top-right corner of the uKnowva interface. This will open a drop-down menu with multiple options.
From the list, select uKnowva Configuration to access the configuration settings.
Step 2: Navigating to the Apps Manager
A new interface displaying various configuration settings will open. On the left-side panel, locate and click on the Apps Manager menu.
Step 3: Locate the Recruitment Engine App
In the Apps Manager, a list of available apps will be displayed. Look for the Recruitment Engine App by either scrolling through the list or using the search bar.
Step 4: Open Recruitment Engine Settings
Click on the Recruitment Engine App to open its configuration settings. A pop-up window will appear with various options related to recruitment management.
Step 5: Select the Default Offer Letter Template
Within the pop-up window, locate the option Choose the Default Template for Creating Offer Letters and click on the selection field.
A list of available templates will be displayed. Choose the appropriate template that should be used by default when generating offer letters.
Step 6: Add Additional Documents to Send with the Offer Letter
Below this, you will find the option Select Additional Letters to Send with Offer Letter.
If there are any additional documents that should accompany the offer letter, such as company policies or agreements, select them from this list.
Step 7: Save the Configuration
After selecting the necessary templates and documents, review your choices. Click on the Save button to apply the changes. If you do not wish to save, click on the Cancel button.
Rolling Out an Offer Letter
Step 8: Open the My Applicants Section
Once the offer letter template is configured, navigate to the Recruitment menu from the side navigation panel and select the My Applicants sub-menu.
This section displays a list of all applicants in the system.
Step 9: Select an Applicant for Offer Letter Rollout
Applicants whose status is marked as Approved / Placed will have an option to Roll-Out Offer Letter. Click on this button for the respective applicant.
Step 10: Choose an Offer Letter Template
A new interface will open where you can select the offer letter template.
Click on the drop-down menu under the Select Template field, and it will display the configured templates.
Choose the appropriate template and proceed with rolling out the offer letter to the applicant.
Conclusion
That’s it!
You’ve now successfully configured offer letter templates in the uKnowva Recruitment Engine, ensuring a standardized and efficient process for rolling out offer letters.
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..