How do I create a custom offer letter or agreement?

Administrators can create custom offer letters in Zenefits.

  1. From the admin dashboard, click on the Hiring app
  2. Click on Settings in the menu bar at the top of the page.
  3. Click either +Add Offer Letter Template or +Add Agreement Template.
      - If you are creating an offer letter, we'll ask you questions about the type of worker you're sending the offer letter to and whether you would like to include additional language about bonuses, commissions, or stock options.
  4. Once you answer those questions, we'll show you our default offer letter. You can edit this letter or insert your own text.
  5. To use the dynamic fields for offer letters and employment agreements, highlight the word you would like to replace and click the Insert auto text dropdown to replace selected word.
  6. Finally, tell us who the letter will come from and add their electronic signature.
  7. Your letter will be available when hiring. If you need to edit the template you can do so by following the instructions on this page.

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