Offer Letters & Document Signing User Guide

Overview

In this article, you will learn more about BrightMove’s eSignature features and how to use them effectively within your hiring process for creating offer letters.

To get started using BrightMove’s Offer Letter service, you must be on a software package that includes the eSignature module.  If you're not sure if you have access to this module, please contact support for assistance.

eSignature Module Integration with Docusign

BrightMove's eSignature module relies on DocuSign for electronic signature routing and signing. To use this feature within the ATS platform, a subscription to DocuSign is required. Once configured via the Marketplace, all document signing requests within the ATS will be processed through the registered user's DocuSign account.

To activate the eSignature module, a user with Manage Company Credentials permissions must enable the company-wide credentials. This step is necessary for using the feature across the organization.

• Manage Company Credentials
• Edit Submittal

To Enable Permissions:

Step 1: From your Dashboard, click your Profile icon to expand your Quick Links menu, and select "Settings."

Step 2: Then select "Security"

Step 3: Click the appropriate Employee Role (we've selected "Administrator" in this example.)

Step 4: Use the Search field to find "Manage Company Credentials" and click to enable.

Step 5: Then search for "Edit Submittal" and click to enable.

Now that all permissions are enabled, visit the Offer Letter Templates page to ensure your offer letter documents are properly formatted and ready for use. 

The following articles will guide you through the remaining steps of the Offer Letter process:

1. Connect to DocuSign via Marketplace
2. Add Offer Letter Template to Document Repository
3. Create an Offer
4. Send Signature Packet

📒 Note - RPO Accounts only: Before completing any of the above steps, ensure you are in the appropriate Managed Company. To do so, click to expand your Managed Companies list, select the appropriate company, and click "Go."

Summary

We hope this user guide and accompanying LightHub articles provides you with a comprehensive understanding of the Offer Letters & eSignature features and functionalities. If you need assistance, please contact Customer Support. By utilizing these features effectively, you can streamline your hiring process, enhance communication, ensure consistency, and reduce time-to-hire.