A Guide to the Pre-boarding & Offer Letter Rollout Process

Pre-boarding(Offer Letter Rollout)

OFFER ROLLOUT

Pre-boarding (Offer Letter Rollout)

Get new hires from "accepted" to "ready to start" smoothly — offer letters, acceptance tracking, and day-one prep in one flow.

Offer Stage
person WHO USES THIS
▸Recruiters finalizing offers
▸HR ops preparing start-date logistics
▸Hiring managers staying in the loop pre-day-one
target WHAT YOU'LL ACHIEVE
▸Generate and send offer letters
▸Track acceptance and follow-ups
▸Queue up onboarding tasks automatically

  • Go to Compliance Management → DocuSign

  • For detailed instructions on DocuSign Configuration and the Document Generator, please refer to Page No. 34.

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