Overview of Offer Letter in HRXpert Software

Process of Offer Letter in HRXpert Software

OVERVIEW OF OFFER LETTER IN HRXPERT SOFTWARE

• Offer Letter is a type of document that the employer provides to the employee which indicates the job agreement between them.

• Offer Letter includes various information like the employee’s designation, department in which he/she is appointed, interview date, interviewed by, salary related details, employee joining date, reporting person, place etc.

PROCESS OF OFFER LETTER IN HRXPERT SOFTWARE

Firstly, the user needs to fill the Application form. i.e. Application Form is a type of official document which is required by the employer of every organization to fill the details of the employees that appear for job vacancy.

• Firstly, Go to HRD Module >> Employee Reports >> Application Process. Press Enter.

• An Application Form window will appear.

• To add a new application, the employer will click on ‘Add’.

• An Alert window of ‘Wish to Add New Applicant Detail?’ will appear.

• To add new applicant, click on ‘Yes’.

The employer will now fill the fields accordingly.

NOTE: Fields that have star (*) sign are mandatory to be filled.

• Applicant Name- Enter the name of the employee who is applying for job vacancy.

• Father’s Name- Enter the father’s name of that applicant.

• Date of birth- Enter the date of birth of that applicant.

• Address- Enter the address of that applicant.

• State- Enter the state of that applicant.

• Educational Qualification- Enter the educational qualification of that applicant.

• Contact No.- Enter the contact number of that applicant.

• Applied Post-Select the post for which the applicant is applying.

• Last Salary- Enter the last salary of that applicant.

• Notice Period-Enter the notice period of the current company.

• Application Recd on- Enter on which date the application was received. 

• Gender- Enter the Gender of applicant.

• City- Enter the City of applicant.

• Marital Status- Enter the Marital status of applicant.

• Prof./Tech. Qualification- Enter the Technical qualification.

• E-mail id- Enter the email id of applicant.

• Work Experience- Enter how many work experience he/she have.

• Expected Salary- Enter what salary the applicant is expected.

• Attach CV- Attach applicant's CV.

After enter all the necessary details click on the 'Save' button to save the details.

PROCESS OF OFFER LETTER IN HRXPERT SOFTWARE

• Firstly, Go to HRD Module >> Employee Reports >> Offer Letter. Press Enter.

• An Offer Letter Form window will appear.

• The employer can view the list of applicant and their details. Select an applicant to create the Offer Letter.

• Click on ‘Edit’.

The employer will now fill the fields accordingly:

• Interviewed On- Enter the date on which the applicant was interviewed.

• Interviewed By - Select that this applicant was interviewed by which employee.

• Post Offered - Select the Post Offered to this applicant.

• Salary Offered - Enter the Salary Offered to this applicant.

• Branch - Select the Branch to be assigned to this applicant.

• Location - Select the Location to be assigned to this applicant.

• Reporting Date - Enter the Reporting Date of this applicant.

• Place - Enter the Reporting Place of this applicant.

• The employer will now click on ‘Save’.

• The details of the applicant will be now saved.

• Then, click on ‘Print’.

• An Offer Letter Details window will appear.

The employer will fill the following details:

• Offer Letter Date- Enter the date on which the Offer Letter is to be sent to the applicant.

• Place of Report- Enter the Place of reporting.

• Signatory Name- Enter the name of the signatory.

• Designation- Enter the Designation of the Signatory.

• The employer will select ‘Print’ to directly print the Offer Letter or select ‘Save & Print’ to save the details and print or select ‘Save & Exit’ to save the details without printing.

• Suppose, click on ‘Save & Print’.

• An alert window will appear of ‘Do you want to print from an old template?’

• The employer will click on ‘Yes’.

• A message window will appear in which the location of the Saved Offer Letter will be given.

• The employer will then click on ‘Ok’.

• The employer will now go to the given location in the message window i.e. HRXpert Folder >> Docs Folder.

• The employer can view the saved Document of the Offer Letter.

• On clicking the Document, the employer can view the Offer Letter of the applicant.