Follow this guide to learn how to create or edit an Offer Template in Humanforce Talent.  

Navigating to the Offer Letter Templates

1. Hover over your name in the upper right hand corner to open the navigation dropdown.
2. Click Admin Console in the navigation dropdown.
3. In the Templates section, click the Offer tile to open the Offer Templates area.

Adding an Offer Letter Template

1. Click the Add Template button
2. Add a Template Name for the Offer Letter Template (Required)
3. Add a Description for the Offer Letter Template (Optional)
4. Choose the Work Type (Required)
   1. Note: Offer Letter Templates will only be available to select on a Job if the Offer Work Type and the Offer Template Work Type match.  If "Any Employment" is selected on the Offer Letter Templates, it will be available for all Work Types.
5. Choose the Segment (Optional)
   1. Segment will only be available to choose if your Humanforce Talent environment has more than one Segment.
   2. Offer Letter Templates can only be associated with one Segment. 

Editing an Offer Letter Template

1. Click the Offer Template row 
2. Hover over to Offer Letter Template to display the menu icon and click
3. Choose Edit from the dropdown menu
4. To edit the Offer Letter Template Details, click the Edit Details button.
5. To edit the Offer Letter Template, click into the body of the Offer Letter Template 
6. Click the Save button to save the changes OR click the Cancel button to discard the changes

Humanforce Talent is highly configurable, so you may not have the permissions or access needed to perform this task. Reach out to your System Administrator to check your permission settings and licensing arrangements.

Duplicating an Existing Offer Letter Template

If you have an existing Offer Letter Template that you'd like to use as the base for a new Offer Letter Template, you can use the Duplicate option to speed up the Offer Letter Template creation process.

Steps

1. Hover over your name in the upper right hand corner to open the navigation dropdown.
2. Click Admin Console in the navigation dropdown.
3. In the Templates section, click the Offer tile to open the Offer Templates area.
4. Hover over the Offer Template you'd like to Duplicate to display the 3 dot menu icon
5. Click the 3 dot menu icon
6. Click the Duplicate option in the menu that is displayed

Tip: You can also Edit or Archive Offer Letter Templates from this menu.