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Upload signable documents

Upload documents for employees to sign electronically.

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Written by Joshua Shooter
Updated over 2 months ago

If you have a document that you need an employee to sign, you can upload it to PeopleHR and request that the employee signs it electronically.
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Administrators have permission to do this by default. You can amend the access rights for managers so they can also upload documents.
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To upload a document for an employee to sign, watch this video or follow the steps below.

⚠️Important: Once the employee signs the document, you can't make any further changes. Ensure you have finalised changes to the document before you follow the steps.

  1. Click Access Button image then click Employee.

  2. Select the relevant employee then click the Documents tab.

  3. Click Add Document.

  4. You can then select one of three options:

    1. Upload a document from your computer.

    2. Use an existing template.

    3. Add a link.

📌Note: If using an existing template, any changes made only apply to the document you're uploading and not the template itself.

Option

Steps

Upload a document from your computer

  1. Drag and drop the file from your computer or select Click here to upload.

  2. Use the dropdown menu to categorise the document.

  3. To enable employee signatures, select Employee Access and Signature Required.

  4. If manager access is required, select Manager Access.

  5. Click Next, then Close.

Use an existing template

  1. Select the check box for the document template you're using.

  2. Click Next then click Launch Editor.

  3. Review the template and apply any changes needed.

  4. To enable employee signatures, select Employee Access and Signature Required.

  5. If manager access is required, select Manager Access.

  6. Click Save, then Save again.

You can also assign templates in bulk using Ripple.

Add a link

  1. Enter the document name in the Display Text field.

  2. Add the link to the URL text field.

  3. Use the dropdown menu to categorise the document.

  4. To enable employee signatures, select Employee Access and Signature Required.

  5. If manager access is required, select Manager Access.

  6. Click Save.

📌Note: Managers uploading documents cannot amend the Manager Access or Manager Signature settings.


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