E-signature in HR Service Delivery Agent Workspace

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

    • 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.
    • Use e-signature to sign it.
    • Generate the document.

    Previewing a document ensures you sign the correct document. This step is useful if you have multiple employment verification letters.

    E-signature provides multiple methods to sign. You can 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.

    Generating the document combines the document template with your signature and creates 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.

    Sign and generate a document in HR Service Delivery Agent Workspace

    Depending on the case or situation, you can electronically sign a document.

    Before you begin

    Role required: sn_hr_core.case_writer

    Procedure

    1. Navigate to All > HR Case Management > HR Agent Workspace.
    2. Locate and open an HR case.
      Ensure that the state of the case is Work in Progress.
    3. Select the Sign Document button.
      HR case - Sign Document button
    4. Preview the document.
      Ensure it is the correct document for the case.HR case - Sign document
    5. You have two choices on how to sign the document.
      1. Select Type signature to type your signature.
      2. Or, select Draw signature to draw your signature using your mouse.
    6. Select Generate to attach your signature to the document.
      HR case - Generate document
    7. Select the Attachment icon Attachments icon.
      HR case - Attachments

      The document moves to 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.