Making an Offer to a Candidate

How to Make an Offer to a Candidate?

Path: ESS Portal > Hire V2 > Candidates > Add/Manage

This guide explains how to create and send an offer to a candidate using the Make An Offer option in Hire V2.

Before you begin

• The candidate's profile must be created in Hire V2.

• The candidate must be at the Offer stage (or a stage where the offer functionality is configured).

• The relevant email template and CTC template must be set up in the system.

Step 1: Log in to the ESS Portal, open Hire V2, go to Candidates, then Add/Manage.

Step 2: Open the candidate's profile, And Move the candidate to the Offer stage (or the stage where Make an Offer is enabled).

Step 3: Click Make an Offer.

Step 4: Review the candidate details, select the Offer Type — With CTC Calculation or Without CTC Calculation — and click Next Step.

If you chose "With CTC Calculation"

Step 1: Select the CTC Template and enter the Monthly CTC Amount.

Step 2: Click Calculate, verify the generated Annexure, then click Next Step.

Step 3: Select the offer email template (for example, [SPECIAL|COMPANYNAME] | OFFER ISSUED - [JOB|TITLE]).

Step 4: Confirm the candidate's email address, which is fetched automatically from the profile, and review the email body — making any changes if needed.

Step 5: Add CC recipients — select employees from the company, and enter any additional email IDs that should receive a copy, and Select the Offer Expiry Date.

Step 6: Choose how the CTC is attached — Attachment File (sends the Annexure in the Offer Letter PDF) or Copy CTC Table in Email Body (inserts the Annexure into the email body).

Step 7: Upload any additional documents to send with the offer letter, and Click Send Offer to issue the offer.

The Offer Letter PDF is generated automatically based on the selected CTC Template.

If you chose "Without CTC Calculation"

Step 1: Select the offer email template, Confirm the candidate's email address, which is fetched automatically from the profile, and review the email body — making any changes if needed.

Step 2: Add CC recipients — select employees from the company, and enter any additional email IDs that should receive a copy, and Select the Offer Expiry Date.

Step 3: Upload any additional documents to send with the offer letter, and Click Send Offer to issue the offer.

Important Notes

• The candidate's email ID is fetched automatically from the profile.

• Make sure the selected email template has the correct offer content before sending.

• With CTC Calculation, always verify the generated Annexure before proceeding.

• The Offer Expiry Date sets how long the offer stays valid for the candidate.

Path Link: https://ess.pockethrms.com/Recruitment/RecruitmentV2/CandidateProfileV2?id=105&skp=true&jobId=91&tab=details****

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