To Request a Signature From Your HR Files:

1. From the Services tab in the sidebar, go to the Documentation header and select HR Files. Upload your document directly from your WorkSmarter account and select it.

2. Go to the 3 vertical dots menu on the screen, then click Request Signature, choose Signees, either individuals or multiple employees. Enter an optional message, then click Send.

3. We'll send them a notification and instructions with a secure link. Managers receive alerts at every stage so progress can be tracked. 

4. The Signing column on the HR Files screen indicates current signature status.

Once all parties have signed, we'll send everyone the final copy - complete with watermarks and an audit trail to prevent tampering -  and save it to the employee’s HR File where it can be accessed and viewed. 

Electronic signing is integrated within other relevant HR features, such as Performance Reviews, and signatures will be requested from the appropriate staff automatically via an email notification. Staff simply use the email link to access the document for signing, or can do this directly from their account. 

Run a Report to Export Your Document Signing Requests, Both Completed and In-Progress:

1. From the sidebar, go to the Reports tab, then click on Data Exports. Locate the HR Files section and select Signature Requests. 

2. Set your date range by using the calendar picker or the quick filters. Select your chosen employees individually, by department or company wide. 

3. Click download to get your report as an Excel Spreadsheet. 

What Happens if an Employee Declines to Sign?

Recipients can choose to sign immediately, get a reminder to sign later if they’re unable to do so at the time, or decline. If signing is declined, a warning message will appear to let them know that declining a signature will cancel the document signing process for all signatories and every participant will be notified of this. The manager will be notified so they can contact the employee for more information.