Contents HR Service Delivery Previous Topic Next Topic HR e-signature Subscribe Log in to subscribe to topics and get notified when content changes. ... SAVE AS PDF Selected Topic Topic & Subtopics All Topics in Contents Share HR e-signature Sign electronic documents from any desktop or mobile device with e-signature. E-signature is a scoped application that enables users to sign managed documents, knowledge articles, or HR document templates with their typed or drawn e-signature, their credentials, or as an acknowledgment. The e-signature [com.snc.esign] plugin activates the sn_esign.min_admin_count system property [sys_properties.list]. This property prevents you from deleting your only e-signature admin user by requiring a minimum number (default is two) of active users with this role. HR and e-signature roles By default, the following HR roles contain the following e-signature roles. HR role E-signature role HR administrator[sn_hr_core.admin] E-signature administrator[sn_esign.admin] HR basic[sn_hr_core.basic] E-signature manager[sn_esign.config_manager] You can use the assignments as-is or change them. To change the default assignments, see Components installed with e-signature for information on how to assign a role to another role, group, or user. How to use e-signature templates with HR tasks Users with the HR administrator [sn_hr_core.admin] or basic [sn_hr_core.basic] role can create e-signature templates. Each e-signature template pairs a document type to sign (managed document, knowledge article, or HR document template) with a signature type (signature, credential, or acknowledgment). For example, you could create an e-signature template for a non-disclosure agreement that requires a typed or drawn signature. Configure an e-signature template You can then use the e-signature templates in HR tasks or HR task templates to request signatures from users. Note: On the HR task form, make sure that the HR task type sets to E-signature. Add an HR task to an HR case Configure an HR task template Migrating existing HR task templates and open HR tasks to e-signature Migrate existing HR task templates and open HR tasks to the new HR task type for e-signature with the Migrate HR e-signature tasks scheduled job. The scheduled job automatically updates the HR task type and e-signature template based on your existing configurations. It also disables the old HR task types for credential, e-signature, and sign document. Migrate existing HR task templates and open HR tasks to e-signature Activation information E-signature automatically activates when you activate Case and Knowledge Management. If it does not activate, you can manually activate e-signature. For information on what components install with the feature, see Components installed with e-signature. Select an HR document template for an e-signature taskIf the document type of the e-signature template you are using is an HR document template, then you must select the HR document template that the signatory will sign on the HR case form. Depending on the HR service you are using to request the e-signature, you may need to configure the HR case form so that the PDF template field appears and an HR document template can be selected.Migrate existing HR task templates and open HR tasks to e-signatureMigrate existing HR task templates and open HR tasks to the new HR task type for e-signature with the Migrate HR e-signature tasks scheduled job. The scheduled job automatically updates the HR task type and e-signature template based on your existing configurations. It also disables the old HR task types for credential, e-signature, and sign document.Related topicsE-signature On this page Send Feedback Previous Topic Next Topic
HR e-signature Sign electronic documents from any desktop or mobile device with e-signature. E-signature is a scoped application that enables users to sign managed documents, knowledge articles, or HR document templates with their typed or drawn e-signature, their credentials, or as an acknowledgment. The e-signature [com.snc.esign] plugin activates the sn_esign.min_admin_count system property [sys_properties.list]. This property prevents you from deleting your only e-signature admin user by requiring a minimum number (default is two) of active users with this role. HR and e-signature roles By default, the following HR roles contain the following e-signature roles. HR role E-signature role HR administrator[sn_hr_core.admin] E-signature administrator[sn_esign.admin] HR basic[sn_hr_core.basic] E-signature manager[sn_esign.config_manager] You can use the assignments as-is or change them. To change the default assignments, see Components installed with e-signature for information on how to assign a role to another role, group, or user. How to use e-signature templates with HR tasks Users with the HR administrator [sn_hr_core.admin] or basic [sn_hr_core.basic] role can create e-signature templates. Each e-signature template pairs a document type to sign (managed document, knowledge article, or HR document template) with a signature type (signature, credential, or acknowledgment). For example, you could create an e-signature template for a non-disclosure agreement that requires a typed or drawn signature. Configure an e-signature template You can then use the e-signature templates in HR tasks or HR task templates to request signatures from users. Note: On the HR task form, make sure that the HR task type sets to E-signature. Add an HR task to an HR case Configure an HR task template Migrating existing HR task templates and open HR tasks to e-signature Migrate existing HR task templates and open HR tasks to the new HR task type for e-signature with the Migrate HR e-signature tasks scheduled job. The scheduled job automatically updates the HR task type and e-signature template based on your existing configurations. It also disables the old HR task types for credential, e-signature, and sign document. Migrate existing HR task templates and open HR tasks to e-signature Activation information E-signature automatically activates when you activate Case and Knowledge Management. If it does not activate, you can manually activate e-signature. For information on what components install with the feature, see Components installed with e-signature. Select an HR document template for an e-signature taskIf the document type of the e-signature template you are using is an HR document template, then you must select the HR document template that the signatory will sign on the HR case form. Depending on the HR service you are using to request the e-signature, you may need to configure the HR case form so that the PDF template field appears and an HR document template can be selected.Migrate existing HR task templates and open HR tasks to e-signatureMigrate existing HR task templates and open HR tasks to the new HR task type for e-signature with the Migrate HR e-signature tasks scheduled job. The scheduled job automatically updates the HR task type and e-signature template based on your existing configurations. It also disables the old HR task types for credential, e-signature, and sign document.Related topicsE-signature
HR e-signature Sign electronic documents from any desktop or mobile device with e-signature. E-signature is a scoped application that enables users to sign managed documents, knowledge articles, or HR document templates with their typed or drawn e-signature, their credentials, or as an acknowledgment. The e-signature [com.snc.esign] plugin activates the sn_esign.min_admin_count system property [sys_properties.list]. This property prevents you from deleting your only e-signature admin user by requiring a minimum number (default is two) of active users with this role. HR and e-signature roles By default, the following HR roles contain the following e-signature roles. HR role E-signature role HR administrator[sn_hr_core.admin] E-signature administrator[sn_esign.admin] HR basic[sn_hr_core.basic] E-signature manager[sn_esign.config_manager] You can use the assignments as-is or change them. To change the default assignments, see Components installed with e-signature for information on how to assign a role to another role, group, or user. How to use e-signature templates with HR tasks Users with the HR administrator [sn_hr_core.admin] or basic [sn_hr_core.basic] role can create e-signature templates. Each e-signature template pairs a document type to sign (managed document, knowledge article, or HR document template) with a signature type (signature, credential, or acknowledgment). For example, you could create an e-signature template for a non-disclosure agreement that requires a typed or drawn signature. Configure an e-signature template You can then use the e-signature templates in HR tasks or HR task templates to request signatures from users. Note: On the HR task form, make sure that the HR task type sets to E-signature. Add an HR task to an HR case Configure an HR task template Migrating existing HR task templates and open HR tasks to e-signature Migrate existing HR task templates and open HR tasks to the new HR task type for e-signature with the Migrate HR e-signature tasks scheduled job. The scheduled job automatically updates the HR task type and e-signature template based on your existing configurations. It also disables the old HR task types for credential, e-signature, and sign document. Migrate existing HR task templates and open HR tasks to e-signature Activation information E-signature automatically activates when you activate Case and Knowledge Management. If it does not activate, you can manually activate e-signature. For information on what components install with the feature, see Components installed with e-signature. Select an HR document template for an e-signature taskIf the document type of the e-signature template you are using is an HR document template, then you must select the HR document template that the signatory will sign on the HR case form. Depending on the HR service you are using to request the e-signature, you may need to configure the HR case form so that the PDF template field appears and an HR document template can be selected.Migrate existing HR task templates and open HR tasks to e-signatureMigrate existing HR task templates and open HR tasks to the new HR task type for e-signature with the Migrate HR e-signature tasks scheduled job. The scheduled job automatically updates the HR task type and e-signature template based on your existing configurations. It also disables the old HR task types for credential, e-signature, and sign document.Related topicsE-signature
