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    Home New York HR Service Delivery HR Service Delivery Case and Knowledge Management HR Administration HR e-signature

    HR e-signature

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    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 task

      If 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-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.

    Related topics
    • E-signature

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    Release version
    Choose your release version

      HR e-signature

      • Save as PDF Selected topic Topic & subtopics All topics in contents
      • Unsubscribe Log in to subscribe to topics and get notified when content changes.
      • Share this page

      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 task

        If 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-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.

      Related topics
      • E-signature

      Tags:

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