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

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

SAP SuccessFactors Recruiting Management (RCM)

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:

• Behavior Change in Permissions for Offer Approvals

• Role-based Permission for Offer Letter Templates

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.

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

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