Overview
Evolve’s Applicant Tracking System (ATS) Jobvite eSignature helps simplify Offer Generation for recruiters and candidates, providing a seamless experience for all. 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: At this time, the Native eSignature feature is not compatible with candidates added by agency users.
Audience
Use Cases
- Administrators enable Jobvite eSignature for your organization.
- Administrator global setting to expire electronic signature requests.
Prerequisites
This section outlines the prerequisites before configuring the Jobvite eSignature feature within your Evolve ATS system.
- Enable Offer Letter Generation
- Offer Letter Templates do not include a Company Signer placeholder
- If DocuSign was previously used, you must re-upload offer letter templates
Once the above prerequisites are completed, the client can configure the Jobvite eSignature feature.
NOTE: The Jobvite eSignature feature is designed only to support Candidate Signatures. We will notify all Evolve customers as new features are added.
Configuration Requirements
To begin using Jobvite eSignature as part of your Offer Generation process, your Evolve admin will need to perform the following configurations:
- Enable the Offer Letter Generation feature
- Update your organization’s email templates
NOTE: Additional information on enabling and configuring your email templates is outlined below.
Enable Offer Letter Generation
The Evolve admin must enable the Offer Letter Generation by following the steps below.
Navigate to your user menu, then select Admin.
Click ATS, then select View Candidate Settings.
Scroll down to the bottom of the screen and click Edit.
Scroll up to the Offer Letter Generation section.
If it is disabled, select Enable.
The Jobvite eSignature section will display. Select Enabled.
Enter a number between 1 – 365 in the Expire Candidate Offer after number of calendar days field. This will expire a candidate’s offer letter at 11:59 PM in the candidate’s time after the selected number of days.
Scroll back to the bottom of the screen and click Save.
Configure Email Template(s)
Follow the configuration steps below to update your Interviewer and Candidate Email Templates.
Navigate to your user menu, then select Admin.
Click Communications, then select Offers.
Click the Offer letter – Jobvite eSignature template.
Click + next to Offer letter – Jobvite eSignature.
Click Edit next to the desired translation.
As needed, update the Subject and Message sections with the desired verbiage and placeholders.
Click Save.
Repeat these steps to the following email templates:
- Offer letter – Jobvite eSignature Completed
- Offer letter – Jobvite eSignature Voided
Upload Offer Letter eSignature Templates
Follow the configuration steps below to upload your organization’s Offer Letter eSignature Templates.
Navigate to your user menu, then select Admin.
Click ATS, then select View Offer Settings.
Click View Offer Letter Templates.
Within the Offer Letter eSignature Templates section, click Edit.
Click Add New Template.
Click Next.
Within the Download Template tab, you can Download eSig Template and view available placeholders.
Click Download eSig Template, then open the template.
Click View Placeholders.
Click eSignature, then update your existing Offer Letter Template(s) to include the following eSignature Placeholders:
- [candidate-sign-1] - Inserts the candidate’s electronic signature into the completed offer letter.
- [candidate-sign-date-1] - Inserts the date the candidate signed the offer letter.
- [candidate-sign-initials-1] - Inserts the candidate’s electronic initials into the completed offer letter.
- [candidate-sign-name-1] - Inserts the typed form of the candidate’s name
NOTE: Placeholders in the lists may be copied and pasted into your Offer Letter template document.
Click Next.
Within the Upload tab, click Choose File.
Select the template and upload it. Make sure you preview the template before confirming and saving.
Configure Multiple Offer Forms
If your organization uses Multiple Offer Forms, your Evolve admin must associate Offer Letter Templates with the desired Offer by performing the following actions.
Navigate to your user menu, then select Admin.
Click ATS, then select View Offer Settings.
Click View Offer Forms
Select the desired Offer Form name.
Click Offer Letter Templates
Select the desired templates(s)
Scroll down and click Apply.
Click Save.