In workflows, there is a step called Send document for signature. This step allows you to send a notification to employees who are required to sign a document (E.g. a new HR Policy). At the end of the notification, the employee can click on a link that will bring them to the dialogue box to open the document and sign.
1. Set up the document
Use Document folder to determine which employees will see the document (and item in Notice section).
Set the Electronic Signature to Yes, so that the document will appear in the Workflow's drop down as an option to be selected.
2. Set up the workflow
3. Activate/Publish the workflow
Activate the workflow for designated employees. Use Metadata such as Job roles, Departments, Managers, Sites, or by selecting a specific employee or employees.
4. Employee Notification
The employee will then receive a notification from HRWize via email.
It will also appear in the employee's notice section.
By clicking the notice, the employee will be brought to the page with a document and the required signature box.
HRWize
Comments