Offer Letter Generation and where it fits in Onboarding

[alijubran]

I have been working on implementing an Offer Letter HR Service and so far it works pretty good on it's own, but I wanted to get some input on how others think it would best fit in the Onboarding lifecycle. If we need to candidate to sign the offer letter before kicking off the Onboarding Process, but the onboarding process creates the login credentials, how could this be accomplished?

The ideal process is that a recruiter can generate an offer letter for a candidate. Upon acceptance, the Lifecycle Event kicks off as it would if someone was requesting to onboard. The gap is the login for the candidate doesn't happen until after the request for onboarding has been generated..

Does anyone have any experience or success stories with Offer Letters acceptance and streamlining directly into the Onboarding Life Cycle?

[GregJWillis]

Could you have the offer letter emailed with a reply link, and that inbound email rule updates your task state/field to 'Accepted'....No need to have a real user yet, just the email reply and a task# to lookup and update the record.   Leaves a bit of security holes open, but at least you get that reply documented.

[Kiel Sanders]

Hi Ali

Could you create an additional Activity Set at the start of your Lifecycle Event that would contain the task to sign the offer letter?   The next Activity Set would be configured to be dependent on the signature Activity Set completing and would contain the start of the actual onboarding tasks.   That would prevent the onboarding tasks from starting if the offer letter is not signed.

Kiel

[alijubran]

Hi Kiel, Yes I think this is the right direction.

I am fuzzy on some of the requirements right now so I'm going to start with this approach and then add anything to this thread so that in the future others could follow the same process. Especially any of the got-ya's along the way!

[Kiel Sanders]

Great to hear!   Keep me updated on whether that works with your customer's requirements.   There are a few other options that would require customizations so this is the preferred method.