How to Create and Send an Offering Letter for Selected Candidates on New Talenta Recruitment

Article author
Zendesk Admin
  • Updated

If the selected candidate has completed the recruitment stage, then you can then create and send a job offer letter or Offering Letter to the selected candidate. Here are the steps.

  1. Click the "Interview" tab then select one of the candidate names.
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  2. Then click "Move stage" and select "Offer in-draft" in the Offer & Hire section.
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    Important
    - You can move candidates to a specific stage in bulk by checking  the checkboxes of the candidate names . Then, click  “Move to”  and select one of the stage destinations.

    - You cannot move candidates if your quota is full.

    If your quota is full, a yellow flag will appear as shown below. To increase your quota by upgrading your package, click  Upgrade now for unlimited reviews .

  3. Then click “Create offer” to  make an offer to the candidate.
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  4. Next, on the following page, determine Employment type, Probation period, and Working type.
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    In this case, the Job position, Work location and Organization columns cannot be changed because these columns were determined when creating the Job listing.

  5. Then in the Compensation section, determine the Base salary (monthly), Salary type, and Benefits for the candidate.
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  6. Then in the Offering letter you can upload  an Attachment in the form of  an Offer letter by clicking  "Choose file" . Then determine the expiration date of  the Offering letter .
  7. You can activate the following “Send offer to candidate” checkbox  to send   the Offer via Email  or Mekari Sign . You can also optionally add a note to the offering letter by filling it in the Note  column provided.

    To be able to send offers to candidates via Mekari Sign, you can do integration first. Learn the guide, here.

  8. If all the data has been filled in, you can click "Preview email" to see a preview of the Offer email for the candidate.
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    You can send emails to candidates at certain stages, but attachments at the Assessment stage and  Offer letter are not attached to the email. Therefore, you can check the attachments on Mekari Talenta directly.

  9. Then an email preview display will appear as follows. Make sure all the contents are correct, then click "Send".
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  10. Next click "Save".
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  11. When sending an offering letter to a candidate through Recruitment via Mekari Sign, select "Document Compliance PSrE" if the document needs to be signed with KOMINFO certification. Otherwise, select "GlobalSign" if the document only requires a basic digital signature.

    Important
    Make sure the signature quota is sufficient. If the quota runs out, you can increase the Mekari Sign quota by studying the guide, here.

  12. In the next step, you can add signatories.

    No. Column/Button Name Function
    1 Set the signing order Click to have the system automatically send the document to employees based on the order of signature.
    Example: The first order is employee A and the second is employee B, then employee A is sent the document first and must sign it before the system can send the document for employee B to sign.
    2

    Candidate name

     

    The candidate's name and email address are automatically filled in according to the candidate's data in New Talenta Recruitment  and cannot be changed. However, you can change the purpose column, which is the purpose of sending the document to the employee; Needs to sign if the employee needs to sign this document, or Receive a copy if the employee needs to receive a copy of the document.
    3 Other signers/recipients In certain needs, such as sending  an offering letter, there is more than 1 (one) signatory, namely the candidate who receives the offering letter and the employer or its representative. You can complete the employer or representative data, as follows:
    • Select employee: Click to select the employees who need to sign this document, or need to receive a copy of the document.
    • Email address: Fill in the company email address of the employee or recipient of the document copy.
    • Purpose: Select the purpose of sending the document to the employee; Needs to sign if the employee needs to sign this document, or Receive a copy if the employee needs to receive a copy of the document.
    4 Add another signer Click to add employees to the list.
    5 Delete employee Click the icon to delete an employee from the list.
  13. Click “Next” and stay on this page until the system finishes preparing the document.
  14. Check or modify the document before submitting it by clicking “Next”.

    - Make sure eMaterai quota in eSign is sufficient
    - You can sign first if you are one of the signers or the first signer in the sequence.

  15. Next, you can make sure of 3 things before sending the document, namely:
    Recipient (document recipient) by clicking "Edit" to change the data.
    Message to recipients to change the Email subject or optionally add an Email message.
    Document settings to set the Signing deadline and Contract validity by clicking "Manage".
  16. If the review is complete and appropriate, send the document by clicking "Send document", then in the pop-up that appears, click "Send document" once again.
  17. On documents that have been sent with the status Waiting for others, Declined, or Completed on the Export history page, you can click “Actions” and Download signed document to download the document.
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That is how to create and send an offering letter to selected candidates on New Talent Recruitment.