HR and e-signature roles

By default, the following HR roles contain the following e-signature roles.

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.

• 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.