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Signature pad for legacy HR

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Signature pad for legacy HR

Use the signature pad to capture an electronic signature that can be associated with a document or a task.

Use

You can send your employees documents that require a user verification such as a digital signature or by typing their name.
When signature pad is associated with a document or a task, it captures the drawn signature as an image and stores it in the Signature Image [signature_image] table.
Note: Typing a signature provides acknowledgement, but does not capture an image that is stored.

The HR Service Delivery application uses signature pad with onboarding documents like offer letters, background check approval, company policy acknowledgements, and more.

The Human Resources Scoped App: Core [com.sn_hr_core] plugin activates the Signature Pad [com.snc.signaturepad] plugin. The Signature Image [signature_image] table installs with this plugin.

For HR document templates, use the Insert Signature button to insert a variable that prompts a user to sign the document. For HR PDF document templates, use the Employee Signature field name and PDF Template Mappings to prompt a user to sign the document. Refer to HR document templates.
Note: Check the generate document UI action condition to ensure this feature works correctly.

Examples

The HR Delivery System uses PDF documents for various scenarios. An example of the code used to call a UI page or dialog box for the signature pad:Code used to call a UI page.

An example of the code used in a document after a signature has been accepted and a final PDF document is created:Code of accepted signature.

Activate the Signature Pad plugin in legacy HR

To activate signature pad in your application, activate the Signature Pad plugin [com.snc.signaturepad]. The Signature Image [signature_image] table installs with this plugin.

Before you begin

Role required: admin

About this task

To purchase a subscription, contact your ServiceNow account manager. After purchasing the subscription, activate the plugin within the production instance.

You can evaluate the feature on a sub-production instance without charge by requesting it from the HI Customer Service System.

Procedure

  1. Navigate to System Definition > Plugins.

    A banner appears to notify you that you are in the All Applications page, which contains plugins and ServiceNow Store applications.

    Note:
    To redirect to the legacy list view for plugins, click the link.
    Legacy list banner
  2. Find the plugin with the filter criteria and search bar.

    You can search for the plugin by its name or ID.

    If you cannot find a plugin, you may have to request it from ServiceNow personnel. To request a plugin, follow the steps in Request a plugin.
  3. Activate the plugin.

    You can activate the plugin directly from the All Applications page or view more details about the plugin before activating it.

    • If you are certain that you have the correct plugin, click Install, and then click Activate in the dialog box that appears.
      Plugin dialog box
    • To view plugin details before activation:
      1. Click the plugin name.
      2. On the form, click the Activate/Update related link.
      3. On the dialog box that appears, review the dependent plugins.

        If your plugin requires dependent plugins, they are activated automatically when you activate your plugin if they are not active already.

      4. If demo data is available and you want to install it, click Load demo data.

        Some plugins include demo data, which are sample records that illustrate plugin features for common use cases. Load demo data when you first activate the plugin on a development or test instance. You can always load demo data later by clicking Load demo data only on the plugin form.

      5. Click Activate.

Test Signature Pad in legacy HR

After you have activated the Signature Pad plugin, you can try it.

  1. Navigate to System UI > UI Pages > accept_signature.
  2. Scroll down and click Try It.
  3. In the Print your name field, type your name.
  4. Click Accept.
    A record is inserted in the Signature Image [signature_image] table.
  5. To draw your signature, select the Draw it tab.
  6. Use your mouse to draw your signature.
  7. Click Accept.
    A record is inserted in the Signature Image [signature_image] table.
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