Overview
With Gem ATS: Offer Templates & Tokens, recruiters can now create offer templates instead of uploading individual, already created offers. These templates can use tokens to auto-populate important information from the candidate or job to save recruiters a lot of time from manual data entry and streamline the offer process.
Requirements
Instructions
Admins
You must be a Gem Admin to set up the templates & tokens.
- Go to ATS Settings & click on Offers > Offer tokens
- Copy any of the tokens you need into your offer template and paste them into a document editor. Please note that we only support .docx files for offer templates
- Once you have your template ready, click on Offer templates
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Click on the blue + Create offer template button in the top right and you will be prompted to upload an offer template. Once you complete this step, you should see confirmation that the offer template tokens are valid
Standard Users
Once templates are set up by a Gem Admin, Standard users (most likely recruiters) can associate them with jobs.
- Under Job Settings, go the the Job Details section & select the offer template that you would like associated with that job
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Once you have a candidate who need an offer, go to their application and click + Generate offer
- Here, you can change the offer template for the offer, validate the offer tokens, and update any additional offer details
- If you have offer approvals set up, you will be prompted to send the approval requests. Otherwise, you can send the e-Signature request (or revise the offer if needed)
Limitations
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Offer templates must be .docx files. We do not support templates from PDF, or any other file type at this time.
Have any issues or questions on this topic? Please feel free to contact your dedicated Gem Customer Success Manager directly or our Support team at support@gem.com.