Migrate existing HR task templates and open HR tasks to e-signature

  • Release version: Washingtondc
  • Updated August 14, 2024
  • 1 minute to read

    • 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.

    Before you begin

    Role required: sn_hr_core.admin

    About this task

    The Migrate HR e-signature tasks scheduled job migrates existing HR task templates and open HR tasks from the Credential, E-Signature, and Sign Document HR task types to the new E-signature HR task type.
    Table 1. Pre-migration and Post-migration HR task type details
    Pre-migration Post-migration
    Before migrating to new HR task type for e-signature After migrating to new HR task type for e-signature

    The associated document and signature configurations are also migrated to new or existing e-signature templates. If an e-signature template for the applicable document and signature configuration already exists, then the existing e-signature template is used. Otherwise, a new e-signature template is created.

    Table 2. Pre-migration and Post-migration e-signature template details
    Pre-migration HR task type Post-migration e-signature template
    Credential
    • Document type: Managed document
    • Signature type: Credential
    E-Signature
    • Document type: Managed document
    • Signature type: Signature
    Sign Document
    • Document type: HR document template
    • Signature type: Signature

    Finally, the HR task types for Credential, E-Signature, and Sign Document are disabled. Only the new HR task type for E-signature remains.

    Procedure

    1. Navigate to All > System Definition > Scheduled Jobs.
    2. Open the Migrate HR E-signature Tasks scheduled job.
    3. Click Execute Now.
      Depending on the data you have, the migration may take some time.
      • Existing HR task templates are updated to the e-signature task type and an e-signature template.
      • Open HR tasks are updated to the e-signature task type and an e-signature template.
      • HR task types for Credential, E-Signature, and Sign Document are disabled.