Template Configuration – Onboarding Invitation/Offer
When you initiate onboarding for an individual, you can choose to either send via email an offer letter (for the candidate to confirm the acceptance of employment) or an onboarding invitation (useful when acceptance of an offer has been received through a manual offer letter or other method).
Offer Letter Template
Template Configuration – Offer Letter Template
Sending an offer letter through ExponentHR Onboarding is optional and can be enabled/disabled for any specific template. When enabled, the Offer Letter Template section allows you to type the actual letter, include any attachments, and determine how long the offer will be valid for acceptance. When sent, the candidate will receive via email a link that will present the user with an HTML version of the offer letter and the option to accept or decline.
Onboarding Invitation Template
Template Configuration – Onboarding Invitation
The Onboarding Invitation is an important part of the onboarding process as it provides the candidate access to the onboarding portal (where the user completes assigned tasks to become an employee for your organization) and should be retained by the candidate for continual re-entry to the portal (until start of employment). The invitation is automatically sent as an email to the candidate upon acceptance of the offer letter or (if the offer letter is disabled) when onboarding is initiated for the individual.
Helpful Tip: When typing either the offer letter or onboarding invitation, use the Keyword button to have the message automatically insert the applicable value for the employee (ex. candidate’s first name, job position being filled, offered rate of pay, or supervisor’s contact information).
Related Help Topics:
Onboarding Setup General Options