Using dynamic sections in offer letter templates

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Reduce the number of offer letter templates in your Lever environment by incorporating dynamic sections. By appending unique opening and closing tags to paragraphs in your offer letter templates, entire sections of text can be made to appear on offer letters only if specific conditions are met on the offer form. Readers of this article will learn about...

How dynamic sections work

When a section of an offer letter template is made to be dynamic, the appearance of that section of text on the generated offer letter is dictated by an input on the offer form. For example, consider a scenario in which you have a paragraph in an offer letter template that only needs to appear in the generated offer letter if the offer includes a relocation bonus. Rather than creating a separate offer template with the relocation bonus paragraph, you could simply make that paragraph a dynamic section of an existing offer letter template. If the 'Relocation Bonus' field is selected or filled out on the offer form when the offer is being generated, then the paragraph pertaining to the relocation bonus would appear on the generated offer letter. Watch the following video for a demonstration of how work in an offer letter template.

Dynamic section conditions

The conditions under which a dynamic section of an offer letter can be made to appear (as well as the tags that need to be added to an offer letter template to make the section dynamic in accord with that condition) are described in the table below:

Condition Tag format Example
Checkbox
Section will appear if checkbox has been selected on offer form.
{#placeholdername}
Section text
{/}
{#custom_needs_sponsorship}
This text will appear on the offer letter if the 'Needs sponsorship' checkbox is selected on the offer form.
{/}
Dropdown
Section will appear if a specific option is selected from cited dropdown menu on the offer form.
{#placeholdername == "Dropdown Option"}
Section text
{/}
{#type_of_equity == "Incentive stock options (ISO)"}
This text will appear on the offer letter if the 'Incentive stock options (ISO)' option is selected from the 'Type of equity' dropdown on the offer form.
{/}
Number: Equals
Section will appear if the value input to the cited number field on the offer form is a specific number.
{#number(placeholdername) == Number}
Section text
{/}
{#number(offered_equity) == 30000}
This text will appear on the offer letter if the value input to the 'Offered equity' field on the offer form is 30000.
{/}
Number: Greater Than
Section will appear if the value input to the cited number field on the offer form is greater than a specific number.
{#number(placeholdername) > Number}
Section text
{/}
{#number(offered_equity) > 20000}
This text will appear on the offer letter if the value input to the 'Offered equity' field on the offer form is greater than 20000.
{/}
Value Exists
Section will appear if a value exists in the cited field on the offer form.
{#placeholdername}
Section text
{/}
{#onboarding_partner}
This text will appear on the offer letter if a value has been input to the 'Onboarding partner' field on the offer form.
{/}
Value Does Not Exist
Section will appear if a value does not exist in the cited field on the offer form.
{#not(placeholdername)}
Section text
{/}
{#not(onboarding_partner)}
This text will appear on the offer letter if there is no value in the 'Onboarding partner' field on the offer form.
{/}
Text/Text Area
Section will appear if there is an exact text match in the cited field on the offer form.
{#placeholdername == "Text"}
Section text
{/}
{#competing_offer_company == "Amazon"}
This text will appear on the offer letter if the text "Amazon" has been input to the 'Competing offer company' field on the offer form.
{/}

 

 

If you are copying tags form the table above, substitute "placeholdernanme" for the name of the field on the offer form on which the condition is based. Offer form field names are managed via Settings > Offers > Offer Fields. Also note that conditions based on numbers only work for inputs to number fields. They do not work for currency fields.

Boolean operators can also be used in conjunction with dynamic section conditions.

Operator Expression Example
AND
Section will appear if all conditions are met.
&& {#type_of_equity == "Incentive stock options (ISO)"&&number(offered_equity) > 30000}
This text will appear on the offer letter if the 'Incentive stock options (ISO)' option is selected from the 'Type of equity' dropdown on the offer form and the value input to the 'Offered equity' field on the offer form is greater than 30000.
{/}
OR
Section will appear if at least one condition is met.
|| {#type_of_equity == "Incentive stock options (ISO)"||type_of_equity =="Non-qualified stock options (NSO)"}
This text will appear on the offer letter if either the 'Incentive stock options (ISO)' option is selected from the 'Type of equity' dropdown on the offer form or the 'Non-incentive stock options (NSO)' option is selected from the 'Type of equity' dropdown.
{/}
IS NOT
Section will appear if the value input to the cited field does not equal the value in the defined condition.
!= {#number(offered_equity) > 30000||type_of_equity!="Restricted Stock Units (RSU)"}
This text will appear on the offer letter if either the value input to the 'Offered equity' field on the offer form is greater than 30000 or the 'Restricted Stock Units (RSU)' option is not selected from the 'Type of equity' dropdown.
{/}

 

Adding dynamic section tags to offer letter templates

The steps for adding dynamic section tags can differing depending on if you are adding the tags to an existing or new offer letter template.

Adding dynamic section tags to existing offer letter templates

Once you have identified the condition you wish to incorporate into your offer letter template, complete the following steps:

  • Navigate to Settings > Offers > Offer Letter Templates
  • Select the offer template to which you wish to add a dynamic section.
  • Preview the offer letter template and then click the Download button.

Offer letter template open on Offer Letter Templates page of Offer Settings.

  • Open the downloaded template in a document editor and add in dynamic sections as well as the corresponding tags (refer to the table above and the screenshot below for guidance).

Downloaded offer letter template open in Microsoft Word.

Text in the offer letter template shown above has been color-coded to better visualize how the dynamic text appears in the generated offer
(see images below)

  • Save a copy of the updated template and upload it to Lever.
    • If you wish to upload the updated template as a brand new template, click the + New Template button on the 'Offer Letter Templates' page.
    • If you wish to replace an existing template with the updated template, select the existing template on the 'Offer Letter Templates' page and click Replace.

Adding dynamic section tags to new offer letter templates

If you are creating new offer letter templates from scratch, you can simply write the dynamic section tags into the initial draft using the instructions listed above. For more detail, refer to our help article on creating offer letter templates.

Examples of dynamic sections in offer letters

In the images below, you can see how dynamic sections have been incorporated into a generated offer letter based on the inputs to the offer form:

Example of a completed offer form

An offer letter with dynamic sections that appear based on offer form inputs.

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