Introduction

You can upload documents that your employees need to sign electronically as part of onboarding. This could be an employment contract for new starters, or a new company-wide policy for existing employees.

How-To

1. Navigate to your organisation on the Xonboard dashboard, open up the settings menu, and then select Manage onboarding content.

2. Select E-sign documents and then add new document.

3. Fill in the Name and Description fields with something that will help you identify the document later. For example, "Acceptable Use Policy 2026" and "New acceptable use policy that all employees must sign from October 2026 onwards”.

4. Click Select file and upload your document.

5. Click Create. Now you can add fields for your employee to fill in. Drag each field to where you want it on the document. There are four field types:

• The date field fills in automatically with the date the employee completes the document.
• The signature field will enable the employee to sign with either text or their cursor. Drag this where you would like them to sign.
• The text field can be used for either you or your employee to add some additional text to the document.
• The checkbox field can be either mandatory or optional. For example, you might want the employee to choose from a list of options, or confirm they’ve read and accepted certain terms.

6. When you're done, click Save.

You can now add this document when inviting an employee to an onboarding session, or add it to an onboarding template so it’s ready to go for future onboardings.

When the employee reaches this step in the onboarding flow, they'll be prompted to review the document and fill out all of the mandatory fields.

After onboarding is complete, you'll be able to access their signed documents under Dashboard > View employees & managers > View details > View details.

What's next?

Set up an onboarding template and include all your required documents, including e-sign, policies and videos in order to save you time when sending invites to future employees.

Questions

For further support or feedback, please reach out to us at [email protected].