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
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
- 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
Standard Users
Once templates are set up by a Gem Admin, Standard users (most likely recruiters):
- 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 needs an offer, go to their application & click Create offer
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Fill out any additional offer details (feel free to check out the preview offer)
- Send offer for e-signature
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.