E-signature in Agent Workspace for HR Case Management
When working on an HR case or HR task, you can use e-signature to sign documents that require signatures.
When an employee creates a case requesting an employment verification letter, you can:
- Preview the document - Ensures you sign the correct document. This step is useful if you have multiple employment verification letters.
- Use e-signature to sign it - You have multiple methods to sign. Choose to type your name or
use your mouse to draw your signature. For more information, see Sign and generate a document in HR Service Delivery Agent Workspace.
You can optionally require a user to check an acknowledgment box before the signature is accepted.
- Generate the document - Combine the document template with your signature and create an
attachment to the case. If you use Employee
Document Management, you can move the attachment to your document repository for storage.Note:For more information, see Configure an e-signature template.