What you will find in this article:
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Creating a Visual Offer Letter (VOL)
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Editing a VOL
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Deleting a VOL
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Sharing a VOL with candidates
Creating Offers in Ashby
If the Ashby integration with Pave is turned on, offers created in Ashby will be sent to Pave. You will be able to view the Ashby-generated offer if you log into the Pave portal using the same email address associated with your Ashby account. To see the offer, navigate to the menu on the left side of the page, and select Offers. If you do not see Offers, reach out to your Pave Administrator to confirm your permissions.
Follow these steps to create Pave-compatible Ashby offers:
Create the Candidate: To create a Visual Offer Letter in your ATS, log into the ATS and navigate to the candidate who should receive the offer. The candidate profile must have these fields completed before sending a Visual Offer Letter through Pave:
- Job
- First Name
- Last Name
- Recruiter
- Ensure the person creating the offer letter is tagged as the recruiter
Create the Offer: Move the candidate to the “Offer” stage and select “Manage Offer”. Select “Create Offer” and complete the information associated with the Offer. These fields are required:
- Title
- Level
- Start Date
- City
- Country
- Salary (field type must be currency)
- Equity* (recommend number of shares) (optional*)
If using value (gross or net) please work with your onboarding team to define exact Equity calculations.
Ashby Offer Letter Customization Options
Recruiter - field type: User. If specified as a custom field on the offer, we will use this to override the recruiter associated with the candidate.
Offers will be generated in Pave when the offer is created or updated in your ATS. If you use the ATS approval feature then the offer must be approved before it appears in Pave.
*If an offer created in Ashby has the same email address of an offer that is already in Pave, it will overwrite and update the offer in Pave with the new details from Ashby (regardless of if the offer was originally created in Pave or Ashby)*
Note: At this time, we only support creating Visual Offer Letters via the ATS integrations listed here. Pave plans to enable Visual Offer Letter creation with other Applicant Tracking Systems over time.
Editing Offers in Ashby
To identify whether an offer was generated in Ashby, look for the green Ashby icon associated with the candidate/offer. Offers generated in Ashby need to be edited directly in Ashby and will appear on the offer in the Pave portal. This includes changing the recruiter for the offer.
Generally, the email address associated with the offer should not be edited. Editing a candidate’s email address will require that the candidate create a new Pave account with an updated email address.
Deleting Offers in Ashby
Ashby-powered Visual Offer Letters will be deleted from Pave in any of the following scenarios:
- The candidate is marked as “Accepted”, “Declined” or “Canceled”
- The candidate OR offer is deleted
Offers generated from Ashby cannot be removed from within the Pave portal.
Sharing a Visual Offer Letter
To share a Visual Offer Letter directly with a candidate from the Pave portal, select the candidate you wish to send an offer to. Once you are in the candidates' offer, click on the Send Offer button, located on the top right.
From there you have two options:
- Click "Send Offer" to send with custom messaging - this will be on company branded letterhead.
- Click "Copy offer link" and then create a standard email and include the link to the offer letter. The link will direct the candidate to sign up for Pave where they can log in and view their Visual Offer Letter!
- This link can only be sent to the candidate to access and view their offer letter. Your colleagues will not be able to use the link to view the candidate's offer letter.