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
2989463 - Application Error When Editing an Existing Offer Approval
2989457 - Active Offer Detail Template Missing From the Dropdown Options
Keywords
restrict, default, offer, business, rule, RCM-78648, RCM-77494 , KBA , LOD-SF-RCM-CAO , Candidate Offers, Offer Letters , How To