What you fill find in this article:
Visual Offer Letters can only be created and edited by users who have the correct permissions. If you are using default permissions, that would be Admins, Recruiters and Recruiting Managers. If you are unsure about your permissions, reach out to your company’s Pave Administrator or contact Pave's support team via chat.
There are two ways to create offer letters:
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Directly in the Pave portal or
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In your Applicant Tracking System (Greenhouse & Lever)
Note: To create a visual offer letter, you must have Visual Offer Letters included in your Pave package.
Creating a Visual Offer Letter in Pave
To create a Visual Offer Letter in Pave, create an account or log in to the Pave portal. Work emails should be used when creating Pave accounts.
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 you have the appropriate permission set.
Create a new offer using one of the 2 buttons shown below, and then complete the information listed in the offer form.
Make sure to use your work/Pave email as the Recruiter's email (do not use your personal email). Leave any irrelevant compensation fields blank. Create the Visual Offer Letter by pressing Create.
You can preview the offer letter you created by selecting Preview Offer while viewing the offer.
Editing Offers in Pave
Offers created in Pave can be edited in Pave, or overwritten by generating an offer with the same candidate email address in your ATS. In other words, if there is an offer for the same candidate within your ATS and Pave, your ATS offer will override the Pave one (i.e., your ATS has higher priority).
If an offer was generated in the Pave portal, it can be edited by navigating to the offer in Pave, editing the corresponding fields, and saving by pressing Update. Edits will be immediately reflected in the Visual Offer Letter the candidate can see.
To overwrite an offer originally generated in the Pave portal using your ATS, generate an offer in your ATS with the same candidate email address used to generate the offer letter in Pave. See Visual Offer Letter from Greenhouse/Lever in this documentation for more details.
Generally, the email address associated with the offer should not be edited unless the email address is incorrect. Editing a candidate’s email address will require that the candidate create a new Pave account with an updated email address.
Deleting Offers in Pave
Visual Offer Letters generated in the Pave portal can be removed using the Delete button in the upper right corner of the offer.
Deleted offers will no longer be accessible to the candidate and will be removed from the Pave portal.
Note: Offers generated from your ATS must be deleted in your ATS in order to delete them in Pave.
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.
