Symptom
Is it possible to restrict offer approval and/or offer letter templates to specific users?
Environment
SAP SuccessFactors Recruiting Management (RCM)
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/letter templates by using business rules that will auto select the offer template based on the requisition.
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