Guides
Signing scenarios
Employee signing workflow
Before you start
- The HR document: offer, agreement, or policy.
- The signer order, if management signs too.
The workflow
- HR prepares the document.
- The employee receives the email.
- The employee reviews and signs.
- HR or the manager signs.
- The document completes.
Step 1: HR prepares the document
Create a template with employee fields and, if needed, manager or HR roles. See Create a template.
Step 2: Employee receives the email
Send the request. The employee gets a signing link, no account or app needed.
Step 3: Employee reviews and signs
The employee reviews and signs their assigned fields. Track their progress in Signing progress.
Step 4: HR or manager signs
If a second signature is required, use sequential signing so HR signs after the employee completes.
Step 5: Document completes
File the completed document, certificate, and audit trail in the employee's record.
What happens next?
Onboarding and HR paperwork become repeatable: one template, one employee, few clicks. This is the pattern behind sending the same document repeatedly.