While Gem ATS: Generate personalized offer letters allow you to automatically populate your generated offers with standard form fields, custom tokens allow you to do the same with custom field form answers. Conditional offer sections extend this flexibility even further, allowing you to insert entire text sections into your offer templates automatically based on your job settings.
In this article we’ll talk you through how to use custom tokens in your offers.
Requirements: The Gem ATS feature must be enabled. If you do not have this feature but are interested in adding it, please contact your Gem Customer Success Manager.
Eligibility: Available to all Gem ATS teams.
Custom Tokens
Why use custom offer tokens?
Custom offer tokens allow you to speed up the process of offer creation by reducing the amount of manual input required when populating offers with information that isn’t available as one of the standard fields.
For example, you might have a template in which you want to include confirmation of whether candidates are able to relocate or not. To avoid having to manually edit the offer letter every time you generate it, you could instead use a custom offer token called Able to relocate?.
With this custom token included in an offer template, each time you create a new offer using this template you just need to fill in the Able to relocate? field with the candidate’s answer, and its value will be automatically populated in the offer letter.
How to use custom offer tokens
You can have as many offer tokens as you like in an offer template, including a mix of default and custom tokens.
To populate a custom offer token in an offer letter, create your offer as normal and then scroll to the Custom fields section towards the bottom of the ‘Create offer’ form. Any custom offer tokens that have been set up will be available here.
For example, the Able to relocate? custom token mentioned earlier would show up like this:
Make sure you include an answer in each custom field that your offer template includes.
In your offer template, that token would appear in a line such as:
“As per our previous discussions, you confirmed that you are {{offer.able_to_relocate}}.”
Whatever value you entered, based on the candidate’s situation, will be automatically included in the generated offer letter. If you want to check how this will look, you can download a preview of the offer letter by clicking on the arrow icon at the bottom of the ‘Create offer’ form.
Conditional Offer Sections
Why use conditional offer sections?
For companies with multiple departments or locations, there will often be components of your offer letters that would only apply to a subset of your offers. Conditional offer sections will allow you to manage all of these variants from within a single template instead of creating specific templates for each combination of roles and locations.
For example, you may offer commuter benefits that would only apply to roles that are in-office. Instead of having a separate offer template for in-office and remote roles, you can use conditional offer sections. For jobs that are in-office, the template text you create will include information about your commuter benefits, and for remote roles nothing would be inserted into the candidate’s offer letter.
How to use conditional offer sections
For any offer fields that have applicable conditional offer sections, you will see a preview of the inserted text during your offer creation. Conditional offer sections can be applied to the job level, job department, and offer location standard fields, as well as your custom fields. They can include all standard and custom tokens within the text body, enabling a single offer letter template to service multiple roles and departments while still pulling in the offer details specific to each individual candidate.
Your Gem team admins can create new conditional offer sections by Gem ATS: Conditional Offer sections.
- Custom Tokens
- Why use custom offer tokens?
- How to use custom offer tokens
- Conditional Offer Sections
- Why use conditional offer sections?
- How to use conditional offer sections