Signature pad for legacy HR

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 2 minutes to read

    • 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

    Procedure

    1. Navigate to All > System Applications > All Available Applications > All.
    2. Find the Signature Pad plugin [com.snc.signaturepad] using the filter criteria and search bar.

      You can search for the plugin by its name or ID. If you cannot find a plugin, you might have to request it from ServiceNow personnel.

    3. Select Install to start the installation process.
      Note:
      When domain separation and delegated admin are enabled in an instance, the administrative user must be in the global domain. Otherwise, the following error appears: Application installation is unavailable because another operation is running: Plugin Activation for <plugin name>.
      You will see a message after installation is completed. For information about the components installed with a plugin, see Find components installed with an application.

    Test Signature Pad in legacy HR

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

    Before you begin

    Role required: admin

    Procedure

    1. Navigate to All > 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.