While default offer tokens allow you to automatically populate your generated offers with standard form fields, custom tokens allow you to do the same with custom field form answers.
In this article we’ll talk you through how to use custom tokens in your offers.
Note: If you’re an Admin user and you want to create custom offer tokens, see our Creating Custom Offer Tokens page.
Requirements: The Gem ATS feature must be enabled. If you do not have this feature but are interested in adding it, please contact your Gem Customer Success Manager.
Eligibility: Available to all Gem ATS teams.
Why use custom offer tokens?
Custom offer tokens allow you to speed up the process of offer creation by reducing the amount of manual input required when populating offers with information that isn’t available as one of the standard fields.
For example, you might have a template in which you want to include confirmation of whether candidates are able to relocate or not. To avoid having to manually edit the offer letter every time you generate it, you could instead use a custom offer token called Able to relocate?.
With this custom token included in an offer template, each time you create a new offer using this template you just need to fill in the Able to relocate? field with the candidate’s answer, and its value will be automatically populated in the offer letter.
How to use custom offer tokens
You can have as many offer tokens as you like in an offer template, including a mix of default and custom tokens.
To populate a custom offer token in an offer letter, create your offer as normal and then scroll to the Custom fields section towards the bottom of the ‘Create offer’ form. Any custom offer tokens that have been set up will be available here.
For example, the Able to relocate? custom token mentioned earlier would show up like this:
Make sure you include an answer in each custom field that your offer template includes.
In your offer template, that token would appear in a line such as:
“As per our previous discussions, you confirmed that you are {{offer.able_to_relocate}}.”
Whatever value you entered, based on the candidate’s situation, will be automatically included in the generated offer letter. If you want to check how this will look, you can download a preview of the offer letter by clicking on the arrow icon at the bottom of the ‘Create offer’ form.
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.