Personalized offer letters for HR teams
Hiring 10, 50, or 500 people per quarter? Generating offer letters one by one in Word is a productivity disaster. Here's the Sheet to PDF playbook.
The setup
1. Pick the conditional offer template (Starter+)
The built-in Conditional offer template adapts the content based on seniority — junior/mid/senior candidates get different compensation packages and benefits automatically.
2. Set up your candidates sheet
Candidate | Email | Role | Seniority | Salary | Currency | StartDate | Manager | Location | Equity
Fill in one row per candidate. Use the Seniority column to drive the conditional logic.
The workflow
- HR coordinates with managers to fill the sheet (you can give the sheet a comment-only share link)
- Open the sidebar in your sheet, pick the template, click Generate
- (Pro) Auto-email each offer to the candidate's email
- Track responses in a separate column (Accepted / Declined / Pending)
Smart template variations
Different benefits for senior level
{% if Seniority == "senior" %}
- 30 days PTO + sabbatical eligibility
- Annual learning budget €5,000
- Sign-on bonus of {{ Salary * 0.10 | currency:Currency }}
{% else %}
- 25 days PTO
- Annual learning budget €2,000
{% endif %}
Equity only for engineers and product
{% if Role contains "Engineer" %}
Equity grant: {{Equity}} shares
{% endif %}{% if Role contains "Product" %}
Equity grant: {{Equity}} shares
{% endif %}
Multi-language offers
Add a Language column. Maintain two templates (English + French). Run the generation twice with the appropriate filter on each batch.
After the offer
Signed copies
Candidates print, sign, scan, return. Store the signed copies in a separate Drive folder named "Signed offers — {{Year}}".
HRIS upload
Most HR information systems (BambooHR, Personio, Lattice) accept PDF uploads via API or bulk. The "PDF link" column in your sheet has the URL for each — script the upload via Zapier or n8n.
Privacy considerations
- Salary data: the sheet contains sensitive info. Make sure only authorized HR people have access.
- Folder permissions: the generated PDFs inherit the destination folder's sharing. Keep it restricted to HR.
- Branded footer: upgrade to Starter+ to remove the "Made with Sheet to PDF" footer from official documents.