How to add header and footer combinations for the offer letter templates?

You can personalize offer letters by adding, editing, and managing header and footer combos in Zappyhire. You can add up to 5 unique combos. Check out this guide for simple steps on how to use these header and footer options in your recruitment process.

To manage the offer letter headers and footers follow these steps:

Step 1: Navigate to Settings:

Click on "Settings" and go to "Offer Letter"

Step 2: Access Header & Footer Section:

Choose the tab labeled "Offer Letter Header & Footer."

Step 3: Manage Combinations:

In this section, you can add, edit, or delete up to 5 headers & footers.

a. Adding Header and Footer Combinations:

Step 1: Add New Combination:

Click "Add Offer Letter Header & Footer" to add a new combination.

Step 2: Enter Details:

On the pop-up, provide a name, and upload the header and footer images.

Step 3: Save Changes:

Save to confirm changes or cancel to exit. The new combination will be displayed on the main screen.

b. Editing Header and Footer Combinations:

Step 1: Edit a Combination:

To edit, click on the three dots next to the header and footer.

Step 2: Choose Edit:

From the options, select "Edit"

Step 3: Make Changes:

Adjust the name, header image, and footer image as needed.

Step 4: Confirm Changes:

Save to confirm changes or cancel to exit. The modifications apply to all associated templates.

c. Deleting Header and Footer Combinations:

Step 1: Deleting a Combination:

To delete, click on the three dots next to the header and footer.

Step 2: Choose Delete:

From the options, select "Delete."

Step 3: Confirm Deletion:

Click on the "Delete" button to confirm or cancel to exit. 

If the combination has dependencies, the default header and footer will replace it for all associated templates.

d. Setting a Combination as Default:

Step 1: Set as Default:

To set a combination as default, click on the three dots next to the header and footer.

Step 2: Choose Set as Default:

From the options, select "Set as Default" The chosen combination becomes the default.

You can apply these header and footer combinations when creating or editing templates in the Email & Templates section. For more details, refer to the article, “How to create/edit a template?”