[1] What qualifies as a placeholder?
Answer: Those values identifying the individual candidate and the offered job details can be called placeholders. Sense TRM will replace the placeholders with values.
E.g. - Name, Job Title, Job Location, Department, CTC, other salary parameters, etc.
[2] What are the pre-requisites for using offer letters in Sense TRM?
Answer: You will need your salary calculator ready on a spreadsheet along with the offer letter template.
[3] What is meant by validation of form fields?
Answer: Validation ensures that all the custom fields, besides formula fields, capture details in the required data type.
[4] Can I customise the offer approval chain?
Answer: You can customize the offer approval chain from global and job levels.
[5] What is the purpose of ‘Customize Approval Page’ tab in the Offer Configuration?
Answer: You can control the details Sense TRM will share with the approvers and the approval request form.
[6] What is the difference between Form Fields and Placeholder?
Answer: On Sense TRM, while generating an offer letter- you (recruiter) will be prompted to fill up the fields which will replace the placeholders in the offer template.
A placeholder on the offer letter can be those terms whose values may change from one offer letter to the other.
[7] Why should I add placeholders on the offer letter before uploading it to Sense TRM?
Answer: Every candidate's offer letter will have unique details like candidate name, compensation, salary split etc. These can be captured using Offer Forms in Sense TRM, and the value entered will replace the placeholder on the offer form.
[8] Why should I link an offer template to an offer form?
Answer: When an offer template is linked to an offer form, the details captured using the offer form will replace the placeholders on the linked offer template.
[9] When should I choose for ‘Directly Upload Offer Letter’ option?
Answer: When you check the Directly Upload Offer Letter box, you can upload an offer letter file from your system directly while generating an offer for a candidate in the offer stage. You can use this feature when hiring for a senior-most role or any exceptional cases where you will have the offer template ready and need not have to fill out the form.
[10] How many offer approval steps can be created?
Answer: You can create as many approval steps as required on both global and job levels.
[11] Who can update the offer approval chain at the job level?
Answer: Whoever is part of the job’s hiring team (provided their Sense TRM role has the required permissions to edit the offer approval chain) can update offer approval chain at the job level.
[12] What permissions are required for configuring the offer letter process, and how do I know if my role has been granted?
Answer: You can view all the required permission to configure and roll out the offer letters by navigating to Settings > Administration > Permissions & Subscriptions and click on View Role Permissions for your role.
[13] How do I update details on the offer letter upon its approval?
Answer: Upon approving the offer letter, you will have to create a new version and send for another set of approval processes every time if any changes have to be made.
[14] How do I view the offer letter versions?
Answer: You can find all the offer letter versions generated for the respective candidate from within the candidate card in the job. All the versions will be listed in descending order.
[15] What is the difference between ‘Mark as Sent’ and ‘Mark as Hired’?
Answer: When you have sent the offer letter not via Sense TRM but through other means, you can click on Mark as Sent and later click on if they have Accepted or Declined the offer.
Mark as Hired is when you have finalized the candidate and they have accepted the offer sent via any means. This action can be done even before the approval process.
[16] How do I enable the DocuSign and Adobesign integration?
Answer: You must contact Sense TRM SPOC to enable it for your account. Further, navigate to Settings > General Configuration > Integrations. You will find the e-sign integration that you have enabled for your account. Click on Connect and enter the required details to activate the integration.
[17] What placeholders are required to fetch candidate and stakeholder signatures on DocuSign and Adobesign?
Answer: The placeholders for DocuSign are as follows:
Company Signature: {{organization_signature_1}}
Company Signature 1: {{organization_signature_date_1}}
Company Signature: {{organization_signature_2}}
Company Signature 2: {{organization_signature_date_2}}
Company Signature: {{organization_signature_3}}
Company Signature 3: {{organization_signature_date_3}}
Candidate Signature: {{candidate_signature}}
Candidate Signature: {{candidate_signature_date}}
The placeholders for Adobesign are as follows:
Company Signature 1: {{Sig_es_:signer1:signatur}}
Date of Signature 1: {{Dte_es_:signer1:date}}
Company Signature 2: {{Sig_es_:signer2:signature}}
Date of Signature 2: {{Dte_es_:signer2:date}}
Company Signature 3: {{Sig_es_:signer3:signature}}
Date of Signature 3: {{Dte_es_:signer3:date}}
Candidate Signature: {{Sig_es_:signer4:signature}}
Date of Signature: {{Dte_es_:signer4:date}}
[18] Which fields are exempted from validation process?
Answer: Formula fields and e-sign-related fields are exempted from the validation process. Also, please note that the validation process is exempted in the case of uploading the offer letter directly as well.