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Offer Letter Templates

How to setup and use templates to automate the send offer letters

Updated this week

Overview

In this article, learn how to use document templates to create professional, branded, personalized offer letters as part of BrightMove's comprehensive, automated offer solution.

πŸ“’ Note: BrightMove's offer letter solution currently supports Microsoft Word (.docx) documents only.

Setup Steps

To get started with your first Offer Letter Template:

1. Download this sample Generic Offer Letter Template​​

2. Edit the template to update with your company's branding and messaging.
​3. Upload to your BrightMove Document Repository

Available Substitution Fields

The following fields are supported for automated substitution when processing your Offer Letter Template:

Generic Fields

These fields are not associated with any specific entity within the platform.

Field

Code

Notes

Today's Date.

${date}

The date right "now" when the offer letter is generated.

Offer Fields

These fields are associated with the offer entity within the platform.

Field

Code

Notes

GUID

${offer.guid}

This is a generated Unique Identifier for an Offer.

Offer Date

${offer.offerDate}

The date the offer is officially valid.

Start Date

${offer.startDate}

The proposed start date of the job being offered.

Job Title

${offer.jobTitle}

The Offer Job Title.

Job Department

${offer.jobDepartment}

The Offer Job Department.

Job Location

${offer.jobLocation}

The Offer Job Location.

Job Duration

${offer.jobDuration}

The Offer Job Duration.

Employment Type

${offer.employmentType}

The Employment Type being offered.

Manager Name

${offer.managerName}

Report to Manager name.

Manager Title

${offer.managerTitle}

Report to Manager title.

Manager Phone

${offer.managerPhone}

Report to Manager phone.

Manager Email

${offer.managerEmail}

Report to Manager email.

Pay

${offer.pay}

Like $55,000.00 or $25.00

Pay Frequency

${offer.payFrequency}

The recurrence of the pay, like Annually or Hourly.

Housing Discount

${offer.housingDiscount}

An optional field for housing discount, like $1000.00.

Cell Phone Allowance

${offer.cellPhoneAllowance}

An optional field for cell phone allowance, like $25.00.

Generic Note

${offer.genericNote}

A field to hold a general note up to 4000 characters in length.

Placement Fields

These fields are associated with the placement entity within the platform.

Field

Code

Notes

GUID

${placement.guid}

This is a generated Unique Identifier for a Placement.

Start Date

${placement.startDate}

When the placement starts.

End Date

${placement.endDate}

When the placement ends, if applicable.

Pay

${placement.pay}

Like $55,000.00 or $25.00

Pay Frequency

${placement.payFrequency}

The recurrence of the pay, like Annually or Hourly.

Applicant / Candidate Fields

These fields are associated with the applicant entity within the platform.

Field

Code

Notes

GUID

${applicant.guid}

This is a generated Unique Identifier for an Applicant or Candidate.

Full Name

${applicant.fullName}

Applicant's full name.

Salutation

${applicant.salutation}

The salutation like Mr., Mrs., Miss, etc.

First Name

${applicant.firstName}

Applicant's first name.

Last Name

${applicant.lastName}

Applicant's last name.

Email

${applicant.email}

Applicant's email.

Address 1

${applicant.address1}

Applicant's address 1.

Address 2

${applicant.address2}

Applicant's address 2.

City

${applicant.city}

Applicant's city.

State

${applicant.state}

Applicant's state.

Postal Code

${applicant.postalCode}

Applicant's postal code.

Country

${applicant.country}

Applicant's country.

Company Fields

These fields are associated with the company entity within the platform.

Field

Code

Notes

GUID

${company.guid}

This is a generated Unique Identifier for the Company sending the letter.

Name

${company.name}

The company's name.

Website

${company.website}

The company's web site address.

Phone Number

${company.phoneNumber}

The company's phone number.

Address 1

${company.address1}

The company's address 1.

Address 2

${company.address2}

The company's address 2.

City/Municipality

${company.city}

The company's city.

State/Province

${company.state}

The company's state.

Zip/Postal Code

${company.postalCode}

The company's postal code.

Country

${company.country}

The company's country.

Job Fields

These fields are associated with the job entity within the platform.

Field

Code

Notes

GUID

${job.guid}

This is a generated Unique Identifier for a Job.

Job Title

${job.jobTitle}

The title of the Job.

Recruiter / Current User Fields

These fields are associated with the recruiter entity within the platform.

Field

Code

Notes

GUID

${recruiter.guid}

This is a generated Unique Identifier for a User.

Full Name

${recruiter.fullName}

The user's formatted full name in First Last order.

First Name

${recruiter.firstName}

The user's first name.

Last Name

${recruiter.lastName}

The user's last name.

Email

${recruiter.email}

The user's email.

Phone

${recruiter.phone}

The user's phone

Title

${recruiter.title}

The user's title.

Signing Tab Anchors

Offer Letter Templates support up to two (2) signers per signature packet. The Signing Tab anchors designate where you would like the recipients to sign, initial, and date, and you can use the associated codes to anchor the respective signatures, initials, and dates.

Signer 1

Field

Code

Notes

Signature 1

/sn1/

Signer 1 Signature

Initial 1

/ih1/

Signer 1 Initials

Date Signed 1

/ds1/

Signer 1 Date Signed

Signer 2

Field

Code

Notes

Signature 2

/sn2/

Signer 2 Signature

Initial 2

/ih2/

Signer 2 Initials

Date Signed 2

/ds2/

Signer 2 Date Signed

In the below offer letter snippet, you can see where we have inserted the anchor codes so that DocuSign knows where to get each recipient's input for the document to be signed.

πŸ“’ Note: The anchors have the signature placed on top of them. To make your final product look clean, ensure that the Signing Tab Anchors text color is the same as the background color of your document.

Once your document updates are complete, your final product should resemble the following:
​​

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