# Creating and sending offer letters

> Record an offer for a new hire: fill in position, pay, and start date, save it as a draft or mark it sent, and edit or delete while it's still a draft.

Canonical: https://enmantle.com/help/create-offer-letters · Section: Onboarding & HR · Updated: 2026-09-22

Offer letters let you record the terms you're offering a new hire — position, pay, start date — in one place. This guide covers creating one, saving it, and sending it. Offer letters are admin-only.

Open `Offer Letters` (`/dashboard/offer-letters`) and click **Create Offer Letter** to start.

## Fill in the offer

The form captures the terms of the role. Required fields are marked with `*`:

1. `Employee *` — the person you're making the offer to.
2. `Position *` and `Department`.
3. `Employment Type *` — Full-Time, Part-Time, PRN (As Needed), or Contract.
4. `Start Date *`.
5. `Pay Type *` — Hourly or Salary — and `Pay Rate *`.
6. `Reports To`, `Location`, and any `Additional Terms`.

Fill in as much as applies. The optional fields — department, reports-to, location, additional terms — are there to make the offer complete and clear.

## Save a draft or send it

You have two actions:

- **Save Draft** — keeps the offer as a draft you can come back to and change.
- **Send Offer** — moves the offer's status from `Draft` to `Sent`.

Every offer carries a status badge so you can see where it stands: `Draft`, `Sent`, `Signed`, or `Declined`.

## What "Send Offer" does today

Be clear with your team about what sending an offer does right now: it records the offer and marks it `Sent`. There is no e-signature, PDF, or email step yet — the new hire doesn't receive or sign anything through this feature.

> `Send Offer` is a record-keeping step, not a delivery step. Communicate the offer to your hire the way you normally do, and use this to track that it went out.

## Edit or delete

What you can change depends on status:

- **Edit** — allowed until an offer is signed. Once it's `Signed`, editing is blocked so the accepted terms can't be altered.
- **Delete** — allowed only while the offer is still a `Draft`.

So if you need to correct something, do it before the offer is signed; and clean up an offer you no longer need while it's still a draft.

## After the offer

Once someone's coming aboard, get their account and onboarding ready. Create their user account and role in [Adding staff and setting roles](/help/add-staff-and-roles), then start their onboarding in [Assigning and tracking staff onboarding](/help/assign-and-track-onboarding).
