Create and manage a custom offer letter section
Table of Contents
Custom sections are stored within section groups and can be tied to offer letters. Custom sections can be created from their corresponding section group.
Create a custom section for offer letters
To create a custom section for offer letters, users with full access to Offers can complete the below steps.
- Select All Apps in the top left corner of the header and then Settings in its drop-down menu.
- When the Settings page opens, select Offers under the Jobs section.
- From the left panel, select the preferred section group.
- Note: If you do not have the preferred section group created yet, follow the steps here to create it.
- Select the + Create Section button.
- The Custom Section builder will then open. Enter a name for this section.
- Note: Custom section names must be unique within a section group.
- Select the empty text box and begin composing your custom section.
- (Optional) Add components as needed by hovering over the preferred component in the left panel and then clicking the Add button that appears.
- Note: All components will be required by default, but can be configured as optional by toggling off the Mark as Required setting.
- (Optional) You can add conditions and set the targeting of this section by clicking the condition icon button to the left of the Cancel button. If candidates match the condition set, then the custom section will display.
- Note: A blue dot will show on the condition button if a configuration is added.
- (Optional) Update languages by clicking the Multilingual icon and selecting the preferred languages for this custom section. The content added to this section will be automatically translated from English upon saving the page.
- When the custom section is complete, select Save in the top right corner of the page.
Edit, duplicate, or remove custom sections
Custom sections added to a section group can have the below actions taken from within the section group's list by hovering over the custom section in the list; selecting its action menu, or ellipses; and then one of the below actions.
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Edit – This will open the Section Template builder where you can make changes to this section.
- Note: If an edit is made and saved after a custom section is added to an offer, then the custom section will be automatically updated when the changes are made. However, if an offer letter is already sent to the candidate, then the changes will not be applied to their offer letter.
- Duplicate – This will duplicate the custom section and prepend its name with Copy -.
- Remove – This will remove the custom section. Custom sections can only be deleted when they are included in offers with a Draft status.