Offer letter templates are built in SequiDocs. In the Admin view, go to SequiDocs > Templates, find Offer Letters and select View & Create. A template is tied to positions: when someone is hired, only the ready templates set up for that person's position can be chosen.
Who can do this: Admins whose permission group includes SequiDocs Templates (view, add, edit, delete). Your company must have the SequiDocs add-on, which your company may have turned off. Choosing the template when hiring happens in the Worker view under Hiring.
Create an offer letter template
In the Admin view, open SequiDocs > Templates.
On the Offer Letters card, select View & Create and start a new template.
Template Settings: fill in the fields below, then select Save & Continue.
Edit Template: write the offer letter, then select Save & Continue.
Documents for Hiring: add the agreements the candidate signs with the offer (see below), then select Save & Continue.
Post-Hiring Documents: add agreements and Additional Documents the new worker signs after they're hired, then select Save & Continue.
On the last screen, select Test Template to try it, or Use Now.
Template Settings fields
Field | What it does |
Template Name and Template Description | How the template is listed. |
Permissions (Positions with access to use this template) | People in these positions can use the template. |
Recipient (Positions who can receive this template) | Candidates hired into these positions can receive it. This decides where the template shows up when hiring. |
Header and Footer | The top and bottom of the letter. |
Email Subject | The subject of the offer email. |
There are no expiration or approval settings on a template. Offer approvals are set in Settings > Company > Hiring > Approval Settings. See Set up hiring.
Documents for Hiring
Pick each agreement to send with the offer and mark it Mandatory or Optional. Use Add Another for more. "The offer letter will be considered incomplete until the prospective employee reviews and signs the mandatory documents listed here." Agreements are created on the Agreements card. See Agreement templates and signed agreements.
How a template is picked when hiring
In the hire wizard's Organization step, the Offer Letter Template list shows only ready templates whose recipients include the position you chose.
If exactly one template fits, it's filled in for you.
A position can also name its offer letter template on the position form. See Create and manage departments and positions.
Send documents without hiring
On the Templates page, Send Documents sends templates To employees or To external recipients. This needs the SequiDocs send permission.
On the mobile app
Templates can't be created or edited in the mobile app. Use a web browser.
Common questions
Where is "Sequadoc"?
The product is called SequiDocs. It's in the Admin view left menu.
My template doesn't show up when I hire someone.
Check that the template is finished (ready) and that its Recipient positions include the position you picked.
Does the offer expire?
There's no expiration setting on the template. To see where an offer stands, see After you send an offer: what happens next.
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Still stuck? Getting help from Sequifi Support.