Creating an Offer Letter in Paylocity

1. Log in to Paylocity and go to the menu

2. Click “Recruiting”

3. Click on your position

4. Click on the candidate’s name

5. Click “Offer Letter”

6. Click “Create Offer Letter”

7. Select the appropriate Offer Letter Template.

8. Click the “Compensation” field and enter the rate.

9. Click the “Employment Status” field. This will be either part-time or full-time.

10. Click the “Exemption Status” field. This will me either exempt or non-exempt

11. Click the “Start Date” field. Enter the projected start date.

12. Click “Next: Compose Offer Letter”

13. Click “Next: Compose Email”

14. Click “Next: Setup Approvals”

15. Select the appropriate option

16. Click “Next: Preview & Send”

17. Click “Submit Offer Letter for Approvals”

18. You can see the status of your offer letter approvals in the offer letter tab at any time. Once it is approved, you will need to go back in to the offer letter tab and send it to your candidate.