Purpose
Standardize offer-letter preparation, review, sending, signature tracking, and recordkeeping through BunnyDoc.
1. Copy and Complete the Offer Letter
Open the approved employment-letter template and make a copy. Rename it for the candidate, then replace the candidate name, position, pay rate, start date, and schedule. Verify accuracy, completeness, spelling, dates, compensation, and employment details.
2. Download the PDF
Use File → Download → PDF Document and save it in the designated folder.
3. Create and Send the BunnyDoc Envelope
Open the approved BunnyDoc site, create an envelope, upload the offer letter, select the employee, add employer and candidate signature/date fields, review all names and details, and send.
4. Track and Store
Monitor sent, viewed, signed, and completed status. Download the signed offer letter to the employee's folder and update the candidate's status. Follow the related new-hire onboarding SOP after the signed offer is verified.