What are dynamic offer sections and how do I configure in my offer template?

Overview

Lever’s Dynamic Offer Sections can easily reduce the amount of offer templates you and your team need to create and manage per role (or for separate roles) by generating paragraph text from your offer letter. Dynamic Offers can minimize the time you spend on creating different offer templates for information such as, candidate bonus, relocation or equity in an offer letter to candidates.

Please note: Dynamic Offers is available for customers using offers in Lever. Lever’s Dynamic Offers will require you to build conditions and add opening and closing tags to each of your offer templates from your offer settings. The condition format must be edited in your existing offer template and saved as a file using your choice of text editor and uploaded back in Lever. Conditions require an opening tag and a closing tag. The opening tag should always start with a hashtag # and should end with a closing tag {/}

Understanding conditions and how they work in Lever

Conditions populate information in the offer letter, from a rule and value on the offer form. Conditions are based around offer template placeholders, which correspond to a field on the offer. Just like placeholders, conditions are written and inputted directly into your offer letter template. First, please make sure you have defined your offer placeholders here.

Types of conditions to use in your offer template 

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Getting Started

Once you have identified which condition format and type you would like use (reference the table above) in your offer template, proceed to your offer template settings in Lever and select the appropriate offer template. 

1. Go to your offer templates settings, open the offer template that you wish to add dynamic offer sections to, and download the file.

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2. Open the file in your preferred document editor (e.g., Microsoft Word, Google Docs, etc) and add placeholders to sections of the offer letter that you wish to show based on values in the offer. 

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In the example above, you can see that a few different types of conditions are being utilized. The blocks of text, along with their respective dynamic placeholders, are shown in specific colors only for the sake of visual clarity.

4. Save offer template and upload back into Lever.

Final Step

Once you have uploaded your offer template back in Lever, you can proceed with your normal workflow when creating an offer for a candidate. Below, you can see an example of an offer form for a specific candidate.

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Once a user has moved forward into the offer letter section of the offer workflow, they can select which offer letter template to use, and click to preview what the offer letter to this specific candidate will look like:

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Note that in the above screenshot, there are no sections for Relocation Bonus or Stock Options. This is because when the offer details were provided for this specific candidate, the “Contains relocation bonus” dropdown selection was set to “No” and because the candidate was granted 0 stock options, so the conditions that would trigger the appearance of those sections were not satisfied.  

 

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