SAP Knowledge Base Article - Public

2817428 - Restrict offer approval or offer letter templates from users - Recruiting Management

Symptom

Is it possible to restrict offer approval and/or offer letter templates to specific users?

Environment

SAP SuccessFactors Recruiting Management

Resolution

Within 2H Release (b2011) you can use role-based permissions to restrict which offer details templates and/or offer letter templates appear to individuals that belong in a specific permission role for offer approvals and/or offer letter.

Refer to the following documentation on how to configure the permissions:

In case the templates are missing after 2H Release (b2011) even if the user has RBP permissions in place, make sure to review the following KBAs:

  • 2989457 - Active Offer Detail Template Missing From the Dropdown Options
  • 2989463 - Application Error When Editing an Existing Offer Approval

It is also possible to default offer approval templates by using business rules that will auto select the offer approval template based on the requisition. It is not possible to default offer letter templates using rules.

See Also

2860149 - Business Rules for Offer Approval and Offer Letter - Recruiting Management

Keywords

restrict, default, offer, business rule, RCM-78648, RCM-77494 , KBA , LOD-SF-RCM-CAO , Candidate Offers, Offer Letters , How To

Product

SAP SuccessFactors Recruiting all versions