How do I create an offer letter template?

Before you start sending off offers, you’ll want to customize your offer letter templates.

As you’re building your offer letter templates, refer to the handy list of template placeholders in your offers settings.

By plugging in placeholders, Lever will automatically populate your offer letter with the appropriate information from the candidate profile and customized offer form.

A couple of important notes:

  • Your offer letter template must have a candidate signature field. The placeholder is “{candidate_signature}”.
  • If you use Lever’s DocuSign integration, the color of the signature field text must be the same color as the offer letter’s background. So if your letter’s background is white, make the signature field text white, too!
  • DocuSign supports the following fonts: Arial, Arial Narrow, Calibri, Courier New, Garamond, Georgia, Helvetica, Lucida Console, Tahoma, Times New Roman, Trebuchet, Verdana, MS Gothic, and MS Mincho. The default fonts that come with Microsoft Word are also compatible.
  • If you copy and paste a placeholder from your Offers settings into a document opened in Microsoft Word, the pasted placeholder will not match your document's font and font color. Make sure to paste without formatting.

If you need a little inspiration, feel free to download our sample offer letter template:

https://lever-assets.s3.amazonaws.com/offers/employment-offer-letter.docx

Once your offer letter template is complete, jump over to your settings page and navigate to the Offers tab:

  1. Click on “New Template”.
  2. Upload your offer letter template in a .docx format.
  3. After uploading, you can preview the offer letter template, or delete it and upload a revised version.

Once you’re all set, keep your templates organized by grouping them together. Hold down your mouse-click as you click on the name of a template and drag and drop it to the appropriate group.

The dotted grid next to the template's name indicates that you've selected and can move the template.



To customize the group’s name, rename it by hovering over the “Untitled” name and click on the [...] menu.

Check out this video for more information on creating offer letter templates in Lever.

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