Create an offer template

An offer template contains the details of a job offer for a candidate. An offer template links to a covering email and can have the following parts to build a full page layout with content:

• header

• one or more sections

• footer

Each of the parts can be edited with a rich text editor, and you can use merge fields for information specific to the vacancy, application, and candidate.

To create an offer template:

1. Go to the Offer Template tab.

2. Select New.

3. Complete the details in the Information section as follows: 

   Field	Description
   Offer Template Name	A name for the template, displayed in the picklist for users selecting a template to use when making a Job Offer. If you do not enter a name, a Salesforce unique ID is automatically used as the name.
   Active	Checkbox. Selecting the checkbox makes the template available for use.
   Page Size	Picklist. Choose from the following options: US-Letter US-Legal A4 Defaults to US-Letter
   Font size	Picklist. Choose an option between 8pt and 14pt. Defaults to 10pt
   Covering Email	Picklists. First choose the folder where the email template to use as the covering email for the job offer is located, then choose the template. You need to create an email template before you can select it.
   Margin Top Margin Left Margin Right Margin Bottom	The size of the margin at each side of the page. Default to 20mm

4. In the content section, enter the content for the offer template. For more information about the editor options available, see the content for PDF templates: 

   • Inserting an image

   • Inserting a link

   • Using formulas and merge fields

   • Adding, moving, and deleting sections

   • Controlling section breaks

   • Conditional sections

   • Repeating sections

5. When you are finished editing the offer template, select Save.