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People template

Job offer approval process with signed offer letter PDF

HR prepares the offer, the manager approves, the candidate accepts and signs online, and the offer letter PDF is issued.

3 steps 15 fields Generates a PDFSignatureStep for an outsider

Free for 14 days. No credit card. You can change every step and field.

The last stretch of hiring is where good candidates get lost. The offer waits for a manager’s sign-off, the letter is rebuilt in a word processor with last month’s numbers, and the candidate’s “yes” arrives in an email nobody files. Weeks later, HR is still looking for the signed copy.

This template handles the offer as one request. HR fills in the candidate, their email, the position, the hiring manager, the type of contract (W-2 employee, 1099 contractor, internship or temporary), start date, annual salary, work model, benefits and any other conditions. The hiring manager picked on the form approves it before it goes anywhere. The candidate then gets an email link, with no account needed, to read the offer and accept or decline within five business days. Accepting asks for a signature, a typed name plus acceptance of the offer; declining asks why. Once the candidate answers, the offer letter PDF is issued with the conditions and signature lines, and HR has three business days to start the admission paperwork or close the offer.

It is meant for companies that hire regularly and want every offer approved before it is sent, with a signed record of the answer.

How it runs, step by step

The process reads from top to bottom. Each step goes to its owner with a deadline, and everything that happens is recorded in the request's timeline.

  1. Offer

    Whoever starts the request

    Fill in the offer. The hiring manager approves it before it reaches the candidate.

    Approval: The person picked in “Hiring manager”
    10 fields in the request form
    • Candidate * Text
    • Candidate email * Email
    • Position * Text
    • Hiring manager * Person
    • Contract *Full-time employee (W-2), Independent contractor (1099), Internship, Temporary Choice
    • Start date * Date
    • Annual salary * Amount
    • Work model *On site, Hybrid, Remote Choice
    • BenefitsHealth insurance, Dental insurance, 401(k) match, Paid time off, Life insurance Checklist
    • Other conditions Long text
  2. Candidate answer

    Someone outside the company, by email (“Candidate email”)

    Read the offer carefully. If you accept, sign below.

    Due in 5 days (business time) Issues: Offer letter
    3 fields
    • Your answer *I accept the offer, I decline the offer Choice
    • Signature * Signature · when needed
    • Can you tell us why? Long text · when needed
  3. Admission

    A person or team you choose

    Start the admission paperwork, or close the offer if the candidate declined.

    Due in 3 days (business time)
    2 fields
    • Admission started? *Yes, No Choice
    • Notes Long text

Make it yours

Start onboarding from the offer

Add a field to the Admission step that starts the Employee onboarding process, so an accepted offer flows straight into paperwork, equipment and the first day.

Add salary limits

Use approval limits on Annual salary so offers above an amount you choose need a second approver, such as the CFO.

Make the letter yours

Edit the Offer letter document template to add your logo and standard language, such as contingencies for a background check. An AI can draft the layout for you.

Follow up on silent candidates

Turn on escalation for Candidate answer, so the recruiter or hiring manager is brought in when the five-business-day deadline passes.

Frequently asked questions

What is a job offer approval process?

It is the set of approvals an offer needs before it reaches the candidate, usually the hiring manager and, for higher salaries, finance or an executive. It confirms that the salary, start date and contract type fit the budget and policy before anything is promised.

What should a job offer letter include?

The position, start date, pay, type of employment, work location or model, benefits and any conditions of the offer, plus a place for the candidate to accept. This template covers these as fields; add contingencies such as a background check in Other conditions or in the letter text.

What is the difference between a W-2 employee and a 1099 contractor?

The IRS looks at the whole relationship, grouped into behavioral control, financial control and the type of relationship, to decide whether a worker is an employee or an independent contractor. The label on the offer does not settle it by itself, and either party can ask the IRS for a determination with Form SS-8. This is general information, not legal or tax advice.

How long should a candidate have to accept an offer?

Long enough to read it carefully and ask questions, short enough that you can move to the next candidate if they decline. A few business days is a reasonable default; this template gives the candidate five before the step is overdue.

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