Sign and generate a document in Agent Workspace for HR Case Management

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

    • Electronically sign a document.

    Before you begin

    Role required: sn_hr_core.case_writer

    Procedure

    1. Navigate to All > HR Case Management > Agent Workspace for HR Case Management.
    2. Locate and open an HR case.
      Ensure that the state of the case is Work in Progress.
    3. Select the Sign Document button.
    4. Preview the document.
      Ensure it is the correct document for the case.
    5. Select Type signature to type in your signature, or select Draw signature to draw your signature using your mouse.
    6. Select Generate to attach your signature to the document.
      The generated document is displayed under the Attachments in the contextual side panel. If your company uses Employee Document Management (EDM), you can move the document to the EDM repository. For more information on EDM, see Create or upload employee documents using HR Service Delivery Agent Workspace.