> For the complete documentation index, see [llms.txt](https://docs.pockethrms.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.pockethrms.com/ess-portal/recruiter/hire-v2/candidates/making-an-offer-to-a-candidate.md).

# 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**.

<figure><img src="/files/622af91b855bb9a897a934172e1dafc9e21c000a" alt="" width="375"><figcaption></figcaption></figure>

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

<figure><img src="/files/20ac332d8a5c7f99dd2f460308997b0f7a2bc4d7" alt=""><figcaption></figcaption></figure>

**Step 3:** Click **Make an Offer**.

<figure><img src="/files/d3f92494e7d447b5353436710815cdd21cbcd5d4" alt=""><figcaption></figcaption></figure>

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

![](/files/40672c9370e2dbce334165c97b1bf59a2c0158c2)

### **If you chose "With CTC Calculation"**

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

<figure><img src="/files/b7b2721ec975b07af1ceb9b88db25abf23445906" alt=""><figcaption></figcaption></figure>

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

![](/files/eecfa813fdb91c51168b238a757463947677af7b)

![](/files/977f312ac251348d827e4411a1f08b3eab53da31)

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

![](/files/94e79f2d12e6947240aad323b2336d55321e37e8)

**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.

<figure><img src="/files/b708c7e63eb8bb7eaf8cb78a9bdbc55609e65108" alt=""><figcaption></figcaption></figure>

**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**.

<figure><img src="/files/134d5a58733ec5e91ee9e18c879b66da3fe39e42" alt=""><figcaption></figcaption></figure>

**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).

<figure><img src="/files/469bfe1d62d517a67ce36cd059e192a641b84bc9" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/02154d0fdfa188b2ec29fb2beb5346731bcd2e6d" alt=""><figcaption></figcaption></figure>

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.

<figure><img src="/files/9944a4af5ed19409bc967ad365872aa0b80bf2ad" alt=""><figcaption></figcaption></figure>

**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**.

<figure><img src="/files/4b62921dcbd96410d448b10d9c0e4a1123e7907e" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/08b267be3a3c63cfb1df6bbb24c73a29b36ccf49" alt=""><figcaption></figcaption></figure>

**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**](https://ess.pockethrms.com/Recruitment/RecruitmentV2/CandidateProfileV2?id=105\&skp=true\&jobId=91\&tab=details%20%20%20%20%20%20%20%20%20%20%20%20%20%20%20%20%20%20%20%20)\*\*\*\*

**For any queries, contact** <support@pockethrms.com>


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