HR e-signature
Summarize
Summary of HR e-signature
The HR e-signature application allows users to electronically sign documents, knowledge articles, or HR document templates from any desktop or mobile device. It supports three signing types: Acknowledgment, Credential, and Signature, for two document types: Managed Documents and Knowledge Articles.
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Key Features
- Scoped Application: Designed specifically for HR tasks, enabling efficient electronic signatures.
- Role Assignments: Default HR roles include necessary e-signature roles, which can be customized as needed.
- E-signature Templates: HR administrators can create templates for various document types paired with specific signature types.
- Migration Support: Existing HR tasks can be migrated to use the e-signature feature through an automated scheduled job.
- Automatic Activation: E-signature activates with Case and Knowledge Management, with the option for manual activation if necessary.
Key Outcomes
By implementing HR e-signature, customers can streamline the signing process for HR-related documents, enhance compliance, and improve user experience by allowing signatures via mobile devices. Additionally, the ability to migrate existing tasks ensures a smooth transition to the new system without losing functionality.
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 e-signature is a non-embedded signature capability for managed documents, and knowledge articles, attached to an HR task for fulfilment. It supports three signing types (Acknowledgement, Credential, and Signature) and two document types (Managed Documents and Knowledge Articles).
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.
For more information, see 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.
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.
For more information, see 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.