Set Up and Send Employment Offers

To send job offers to candidates directly from AgileATS, with no third party tools, you will connect an email account and set up an offer stage and template once, then send and track offers. Setup takes a few minutes and happens only the first time.

Connect your email account

Offers are sent from a connected account. Skip this if yours is already connected.

1. Click the settings icon (top right).
2. Open the Email tab.
3. Click Connect a new email account.
4. Choose Continue with Google or Continue with Microsoft, then authorize.

Share the account with your organization so teammates can send offers on your behalf.

Create an offer stage

An offer stage starts the offer process when you move a candidate into it.

1. Click Hiring Boards in the left menu.
2. Click your hiring board's name.
3. Find the stage you want, then click Edit stage properties.
4. Turn on the Send offer toggle.

Customize your templates

AgileATS includes a default offer email and letter, so this step is optional. Open the Offer Management tab to edit them.

1. Click the Offer Email tab, then Edit email, to change the message candidates receive. Insert variables from the left panel to personalize it.
2. Click Edit template to change the letter candidates sign. Paste in an existing offer or type your own, then replace the specifics with variables from the left panel (for example, First Name, Job Title, Job Location, Preliminary Start Date, and Anticipated Salary).
3. Add a signature block: scroll to Fields and drag a Signature field and a Date field onto the letter. Resize each to fit.
4. Click Save.

Extend an offer

Move a candidate into your offer stage to open the five step wizard.

1. Select your offer template.
2. Customize the offer in the live preview. Confirm the signature and date fields, then fill in any fields that were not already populated, such as location, start date, and salary.
3. Customize the email, adding a note or attachments if you like.
4. Add approvers if needed, or leave this empty to send straight to the candidate.
5. Review the full package and click Send.

Send after approval (only if you added approvers)

Once approvers sign off, the offer is ready but does not send automatically.

1. Open the approved offer.
2. Click Send.
3. Review the email, enter the recipient, and click Send offer.

Track offers

1. Click Offers at the top to see all offers, their status, and who you are waiting on. Send reminders, or filter for offers that are ready to send or already signed.
2. Or open a candidate's profile and click the Offers tab to see every offer extended to them.

FAQs

Turning on Send offer disabled my other stage actions. An offer stage runs only the offer action. Your other settings are saved and can be switched back on anytime.

It will not let me save my template. A signature block is required. Add a Signature field and a Date field, then save again.

Do I have to use approvers? No. Leave approvers empty to send straight to the candidate. With multiple approvers, they approve in order, and a rejection stops the offer.

My offer is approved but the candidate has not received it. Sending is a separate step. Open the offer and click Send.

Can I test it first? Yes. In the email step, set the recipient to one of your own accounts to see how the offer arrives.