Configure an HR service for the DocuSign integration

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

    • Create or modify an HR service to request electronic signatures through the DocuSign service. Preconfigured flows to collect signatures for either an ad hoc document (HR PDF document template) or a DocuSign template are available to use. You must also configure an associated HR case template to set a default ad hoc document or DocuSign template for signing.

    Before you begin

    Role required: sn_hr_core.admin

    About this task

    Depending on whether the user is signing an ad hoc document (HR PDF document template) or a DocuSign template, the following preconfigured HR services, flows, and HR case templates are available for your use and example. See HR services to learn more about HR service configuration, generally.
    Table 1. HR services, flows and case templates for DocuSign integration
    Flow Component Name
    Ad hoc document flow HR service Request Signature using DocuSign on Adhoc Document
    Flow DocuSign Integration Flow - Adhoc Document
    HR case template Signature using DocuSign on Adhoc Document
    DocuSign template flow HR service Request Signature using DocuSign Template
    Flow DocuSign Integration - DocuSign Template
    HR case template Signature using DocuSign Template

    Procedure

    1. Configure an HR service for the DocuSign integration.
      1. Navigate to HR Administration > HR Service Configuration.
      2. Click New or open a record.
      3. On the HR service form, provide the following values.
        Table 2. HR service form
        Flow Field Value
        Ad hoc document flow HR service name <Name of the HR service>
        Fulfillment type Flow
        Flow DocuSign Integration Flow - Adhoc Document
        DocuSign template flow HR service name <Name of the HR service>
        Fulfillment type Flow
        Flow DocuSign Integration - DocuSign Template
      4. Fill in the other fields on the form, as appropriate.
        For further details on creating an HR service, see Configure an HR service.
        Note:
        In the HR Service Additional Information related list, make sure that the PDF Template field is included so that it appears on the HR case form when a request for this service is made. See Configure the HR case form for an HR service for more information.
      5. Right-click the form header and click Save.
    2. Configure an accompanying HR case template.
      1. In the Template field, click the Lookup icon.
      2. In the HR Templates list, click New or open a record.
      3. From the Add fields list, select PDF Template.
      4. In the PDF Template field, select the HR PDF document template that you want to make available for signing.
        Note:
        • For the ad hoc document flow, make sure to select an HR PDF document template with the Template type field set to HR PDF Templates.ake
        • For the DocuSign template flow, make sure to select an HR PDF document template with the Template type field set to DocuSign Templates.
      5. Fill in the other fields on the form, as appropriate.
        For further details on creating an HR case template, see Configure an HR case template.
      6. Click Submit.
      7. On the HR service form, click Update.