You can use DocuSign to ease the process of offer letter issue and return. DocuSign acts as a host for the letter and manages the e-signature process safely and securely. You must have an existing DocuSign account - or create one - to use this process.
The outline process is:
- Connect your existing DocuSign account with your Salesforce account.
- Configure Recruit External APIs to enable DocuSign use.
- Use the Email Offer with DocuSign link to send the Offer Letter to Candidate.
- The Candidate receives a link to the offer letter in DocuSign.
- The Candidate signs the Offer Letter through DocuSign and selects Finish.
- The signed Offer is added as an attachment to the Application record in Sage People and the Offer Signed Date field is populated.
If you do not have a DocuSign account you can choose to email the offer letter directly to the candidate.