E-signature requests can be made for both existing and new employees that are being onboarded.
Signature requests to existing employees
🔒Requirements:
- The employee needs to be published
- The employee needs to have a user account (created under Account Members) and should have logged in at least once. Check more here.
HR admins can assign an e-signature document to an employee and request that the signers involved in the document template sign it as well. To initiate the request:
- Open the employee profile
- Click Request e-Signature under the Actions menu on the right
- Select a document template from the list of compatible templates. Templates compatibility is defined by assigning a template to specific departments in the Document templates settings.
- Click Send request
If a document requires information from the employee profile that is not available, the HR admins are prompted with a message that there are missing fields that need to be updated before the document signature can be requested.
Each successful signature request sends notifications (both inbox items and emails) to all signers sequentially, based on the sequence configured for each document template.
Signature requests to new employees
HR admins can request e-signatures from new employees as part of their onboarding. To do so, make sure you follow the below steps:
- Create the document template under Settings > Employee Management > Document Templates. Learn more about this process here.
- Once the document template is ready, add a 'Sign a document' task while creating an onboarding workflow under Settings > Employee Management > Onboarding. Learn more about this process here.