In this article, we will go through how to generate an offer letter in Asanify.
Step-1 : Creating an offer letter template
Step-2 : Make an Offer to a candidate
Step-1 : Creating an offer letter template
From the Dashboard. Use the hiring dropdown
· From the hiring dropdown, go to the templates tab
· Use the Create new template option
Enter the template name
Enter the template description
Load the default template for your Ease
Check the placeholders by referring to the view Placeholders option
ORUpload a word doc instead
You can upload you company logo by clicking on the image icon at the top right
After finishing entering the details and creating the template, hit Create to create a new template.
Now you can use the template or go to the offer templates page.
Step-2 : Make an Offer to a candidate
From the Dashboard. Use the hiring dropdown
· From the hiring dropdown go to the Offers tab
· Use the Make an Offer option.
Once you are redirected to the templates page, choose a Template and hit the make offer button.
Click on Add New Candidate to add a candidate whom you want to make an offer or you can select an existing candidate from the dropdown and go to this step directly
Fill in the :
Full name of the employee
Personal Email Address of the employee
Mobile Number of the employee
Date of joining of the employee
Gender of the employee
Designation of the employee
Department of the employee
Date of birth of the employee
Permanent Address of the employee
Work address of the employee
Which of these statutory compliances are applicable for the employee?
Manager of the employee
What attendance policy will they fall under?
Review the details and hit submit
Start with CTC of the employee
Enter Salary Data and add additional salary components of the employee
Review the data and hit submit
Choose an offer Letter Template and preview the Offer letter
Hit the generate button to generate the offer letter
The offer letter has been generated. Now you can mark as offered or mail the offer letter directly from Asanify using Send in Email.
Your offer letter has been generated successfully !!
You can check your offer letter status for a candidate by following this steps:
From the Dashboard. Use the hiring dropdown
From the hiring dropdown, go to the Offers tab
From the search bar, you can search the candidate based on their Name
Once the Candidate is found, you can view the status of his Offer against his name
Now you can manage the hiring process and your offer letters easily.