Signature requests

HR → Signatures lets you send a document to one or more team members for signing, in a set order. You can track who has signed and download the finished, signed document.

Sending for signature

Click New signature request, enter a title and choose the document source:

• Upload PDF – upload a finished PDF;
• Generate from template – the system builds the PDF from a document template and the Subject employee's data.

Then fill in Signers (in order); for each you can add a role (e.g. employer, employee). Signers sign in the given order: only the next person in line can sign, and they are notified when it is their turn.

Signing on the employee's side

The signer finds the request on My HR data under Documents awaiting your signature. They open the document, place their own signature on it and confirm with Sign – or reject it with Decline, giving a reason.

Tracking

The list shows each request's status (In progress, Signed, Declined, Cancelled) and progress (signed / total signers). Open a request to see who signed and when; once everyone has signed, you can download the signed document. A request in progress can be cancelled. If someone declines, the request becomes Declined and its creator is notified – as they are when all signatures are in.

Search by title or person and filter by status.