Create an offer letter

If you’re ready to extend an offer to a prospective employee, you can create and customize an offer letter by following these steps:

  1. Click the People tab.
  2. Click +Hire on the right hand side of the page.
  3. Click Create an offer letter.
  4. Name your offer letter template.
  5. Edit the generic template or paste in your own text to personalize the offer.
  6. Insert smart text for added customization.
  7. Please ask the person in charge of hiring to sign this template.  
    • Note: This is typically your CEO, Owner, or Head of HR.
  8. Click Save & Continue.
  9. Click Use this offer template now if you’d like to extend an offer immediately.

You can use this template, now stored in your Documents tab, to invite prospective employees to join your team. If you’d like to review or manage your offers you can do so in your account.


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