Offer letter templates help maintain consistency across your recruitment team's offer letters by using structured fields. These templates are created outside the Kula environment and uploaded for use during the offer creation process. As you draft your template, refer to the list of offer fields and placeholders to incorporate into your document.
How to add an offer letter template
Click on the Settings icon at the bottom of the left-hand menu.
Under the Offer Management section, select Offer Letter Templates.
Click the Add Offer Template button in the top-right corner of the screen.
Ensure all fields in the Details section are filled out based on your recruitment requirements.
Click the Click To Upload button to upload your offer letter document (created outside Kula) in .docx format.
For reference, click the View Tokens button next to Add Offer Template to incorporate placeholders into your template.
After uploading the document, click Create Template to finalize it
Note: The new template will appear on the Offer Letter Templates homepage. In the Status column, you can see if the template has been verified or if there are any token errors.
How to Edit an Offer Letter Template
- To edit, hover over the template on the Offer Letter Templates homepage and click the Ellipsis icon. Select Edit, update the Details section, and click Update Template to save changes.
How to Download an Offer Letter Template
- To download, hover over the template, click the Ellipsis icon, and select Download. The file will download in .docx format.
How to Delete an Offer Letter Template
- To delete, hover over the template, click the Ellipsis icon, and select Delete. In the confirmation modal, type "DELETE" and click Yes, Delete to confirm.
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