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Candidate Offer

The Candidate Offer feature is used to create, send, and manage offer letters for candidates during the hiring process.
It allows HR teams to configure offer emails, create offer letter templates, define required joining documents, and track offer status.

🔍 Access Candidate Offer​

  1. Click on the Search box (Ctrl + K).
  2. Type Candidate.
  3. Select:
    • Candidate Offer Setup
    • Candidate Offer List

Candidate Search

✉️ Offer Email Setup​

This section is used to configure the email content that will be sent to the candidate along with the offer letter.

You can:

  • Add Default CC / BCC email IDs
  • Set the Email Subject
  • Write the Offer Email Content
  • Add Attachments
  • Set Offer Expiry Time

Click Save after completing the setup.

Offer Email Setup

📝 Candidate Offer Letter​

This section allows you to create and manage offer letter templates.

You can:

  • Create new offer letter templates
  • Edit existing templates
  • Enable or disable templates
  • Use templates while sending offers

Candidate Offer Letter Templates

✅ Checklist​

The Checklist is used to define the documents required from the candidate during joining.

You can:

  • Add document types (e.g., Bank Details, Certificates)
  • Mark documents as Mandatory or Optional
  • Enable Verification Required
  • Set default checklist

Checklist List

Edit Checklist​

While editing a checklist, you can:

  • Change checklist name and description
  • Enable or disable checklist
  • Add or remove documents
  • Reorder documents

Edit Checklist

📊 Candidate Offers​

This page displays all candidate offers and their current status.

Available tabs:

  • Draft – Offer saved but not sent
  • Released – Offer sent to candidate
  • Accepted – Offer accepted by candidate
  • Trash – Deleted offers

Candidate Offers List

📤 Send Candidate Offer​

To send an offer to a candidate:

  1. Click on + Offer
  2. Fill in Candidate Details:
    • Name, Email, Mobile Number
    • Date of Birth
    • Expected Date of Joining
    • Resume upload
    • Address details
  3. Fill in Offer Details:
    • Offer Title
    • Designation
    • Department
    • Branch
    • Manager details
    • Monthly & Annual CTC
  4. Click Send Offer

👉 You can also save the offer as Draft for future use.

Add Candidate Offer

✔ Summary​

The Candidate Offer process includes:

  1. Offer Email Setup
  2. Offer Letter Template creation
  3. Checklist configuration
  4. Sending candidate offers
  5. Tracking offer status

This ensures a structured and smooth candidate onboarding experience.

For further help, contact the EMGAGE Support Team.

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