Introduction
Upload documents, such as company-wide policies, that you require employees to electronically sign as part of the onboarding flow.
E-signature collection is currently in beta testing and is not available for all organisations yet. If you'd like this feature switched on for you, please reach out to us at [email protected] and provide your organisation name and ABN.
How-To
Documents that collect signatures can be added to a new or existing Onboarding Template. To configure a document:
- Navigate to the required organisation on your dashboard and open up the settings menu, then click Onboarding templates.
- Find the Onboarding template you'd like to add the document to and click Configure template.
- Click Collect New Signature.
- Use the file picker to find the required document.
- Enter a name and description, both of which will be visible to the employee.
- Click Prepare Document.
- Drag the signatory box to the relevant space on the page where you'd like your employee to sign.
- If you need to move the signature box to a page other than the first page, click the "x" to remove it from the first page, then navigate to the required page in the document. You can then add another signature box by clicking the signature icon.
- Click the calendar icon to add an optional date-stamp to the document.
- Once you're happy with how the document is looking, hit Save Changes.
When the employee is up to this step in the onboarding flow, they'll be prompted to read the document and add their electronic signature. If you've opted to add a date-stamp, this will automatically populate with the date the employee is accessing the page.
After their onboarding is complete, you'll be able to access their signed documents under their Onboarding documents.
What's Next?
Attach the relevant onboarding template to your employees' onboarding invitations to start collecting signatures.
Questions?
For further support or feedback please reach out to us at [email protected]