In case one or more of the common variables are not included in your file, you still have the option to fill them out when creating an "offer" type (but not a "simple" document). It can only be used for offer-type templates. ġ The variable can be used more than one time, but it must always be included in your document at least once.Ģ The variable can be included more than once if needed. When writing your offer document in a word processor, include variables you wish to utilize in square brackets, e.g. We’ve created a list of common variables that you can use. Each time you send this template to a candidate you will be prompted to fill in the variables with details. These are fill-in-the-blank spots where you’ll add information for each specific document you send out. Start creating the e-signature document outside of Workable on your regular text editor (eg. This file should be written by the recruitment/HR team or key stakeholders for jobs.Ĭheck out this offer-type document template for ideas on where to start and how to format your document. This document is what the candidate will actually sign. docx file that you’ll upload to Workable. This can help to reduce confusion or miscommunication when sending an offer.Īn e-signature document is a. Note: You can also organize your templates by department and/or location and set approval workflows where the candidate will only be contacted after all approval groups have reviewed and confirmed the offer details.Īlso, you can create restrictions to determine which templates will be available for which jobs. "Offer" for when you're extending job details and terms. "Simple" for documents that aren't offers. Any template that gets added to the account can be edited, cloned or deleted.Ĭhoose the type of e-signature document you want to create. Your account comes with a default offer template to get started. Click Add a new template to set up your own customized template(s).Scroll down to the E-signature Templates section.Click your user icon in the upper right of Workable and navigate to Settings and then Templates.Or, a template for interns might include different compensation style and benefits than the one for full-time employees. For example, a 'Sales department' offer letter might use a template that mentions commission and bonus rates. Set up different templates to ensure that prospective hires get the right offer. Instead of adding a new template for every single job, create documents that can be used for certain types or levels of jobs.Īdding and managing e-signature templates Think of each template as an archetype for the hiring your organization does. an optional approval workflow to get offer approval from internal stakeholders.an email a customizable email message that will be used when sending the document to a candidate.an e-signature document a custom file created by you, which has fill-in-blank fields or “variables”.In both cases a template will consist of: Offer documents are sent in the Offer pipeline stage specifically and have some extra advantages when it comes to Timeline tracking, internal approval workflows and reporting. Simple documents can be sent to candidates at any pipeline stage. Templates can be created for two types of documents: "simple" and "offer". With our Dropbox Sign (formerly HelloSign) integration, get candidate e-signatures and offer details streamlined and stored on candidates' profiles. Workable e-signature documents are set up through the use of templates.
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