Overview
Evolve’s Applicant Tracking System (ATS) Jobvite eSignature helps simplify Offer Generation for recruiters and candidates, providing a seamless experience. Users can email a link to the candidate that will direct them to their Jobseeker Portal. Once the candidate logs into the portal, they can grant consent for eSignatures and view/sign their Offer Letter.
NOTE: Currently, the Native eSignature feature is incompatible with candidates added by agency users.
Audience
Use Cases
- Updated Recruiter experience within the candidate’s workflow tab
- Ability to void offer letter signature request, if needed, and add a reason or comment
Related Resources
- Native eSignature for Offer Letters Configuration
- Switch from DocuSign to Jobvite eSignature
- Native eSignature for Offer Letters FAQ
Move Candidate into Offer Generation
This section outlines the recruiter’s experience moving a candidate into Offer Generation and sending the Offer Letter to a candidate.
Navigate to your desired candidate.
Select the desired candidate.
Use either option to advance the candidate into the Offer Generation workflow step.
- Workflow Step dropdown, select Offer Generation
- Action States button, select Proceed to Offer Generation
Select the desired Offer Letter Template.
Click Generate.
Select the following as needed:
- Export – Download the offer letter and make updates to it.
- Preview – To preview the letter before sending it to the candidate.
- Done – Done with the generation process.
Click Send Offer To Candidate.
Update the Send Offer Letter To Candidate screen as needed:
- Add user(s) to the CC line
- Update Subject and/or Message
- Upload Attachments
Click Send.
You will be returned to the candidates’ Workflow tab. The Offer Generation workflow step shows when the Offer Letter was sent to the candidate and its expiration date.
Expand the Offer Generation options by clicking the + icon.
You will have access to the following actions:
- Resend To Candidate – Resends the signature request email to the candidate. Also, if the Offer Letter Expiration has passed, clicking Resend To Candidate will extend the timeframe for the candidate to sign their offer letter.
- Void Offer Letter – Allows the user to void the candidate’s offer letter. The user will be required to enter a reason.
- View Offer Letter – Allows the user to view the Offer Letter sent to the candidate.
Upon the candidate completing their electronic signature, the requestor will receive the Offer letter – Jobvite eSignature Completed notification.
The user will also see the status update within the candidate’s Offer Generation workflow step.
Within the candidate’s Offer Generation workflow state, you will have access to the following actions:
- View Offer Letter – View the electronically signed offer letter.
- View Cover Page – View Jobvite’s certification of completion for the electronic signature.
- Re-Generate Offer – Create a new Offer Letter.
NOTE: Currently, the Native eSignature feature is incompatible with candidates that agency users have added. However, there is a workaround so agency-submitted candidates will not have to sign offers outside the Evolve ATS system.
If you change the candidate source, the agency-submitted candidate can access the requisition within the Jobseeker portal. For example, if you change an agency-submitted candidate source from Agency to Career Site, the candidate can sign their offer through the Jobseeker portal.
Please be aware that this workaround is not considered a best practice because the agency will lose access to the candidate's records, impacting reporting.