To add a new document with an E-signature requirement, you would start by navigating to the profile of the employee who you would like to add the document for.
Here's a refresher on this initial step:
Once you have navigated to the employee's profile, head into the document section and click on 'add document'.
Here you will be prompted to add a description and select the document that you wish to upload from the file explorer on your device.
You will also see a checkbox that will allow you to choose whether or not this document requires a signature.
After checking this box and clicking the upload button, you will see the document in the file listing, along with an icon outlining the status of the signature for that document.
The image above shows a document that has not yet been signed by the required employee. At the point of requesting a signature, the employee will receive an automated email from oneHR, with a prompt to login, review and sign this document.
The image below shows this listing from an employee's view. If a document requires a signature, you will see a green 'sign' link.
For an employee signing a document, there are three ways in which they can add their signature.
Option 1 - A Hand drawn signature
Selecting this option presents a space in which the employee can draw out their signature with their finger or a stylus.
Option 2 - An image upload
Selecting this option enables a user to upload an image of their signature.
Option 3 - A typed-out signature
This third and final option allows a user to type out their full name in place of a written signature.
Under each of these three options, you will see that employees are required to confirm that they have both read the document and agree that what has been added is a legal representation of their signature.
Once this box has been checked, the employee will be able to submit and sign this document.
At the point of submission, the Admin or Manager who requested this signature will receive a notification from oneHR, confirming this action.
The manager/admin can then navigate back to the employee's profile and will be able to see that a green checkmark is showing next to the document, indicating it has been signed. They can click on this checkmark to see when the document was signed and which signature method was used.
