• To access a template, proceed to select HR Templates on the left side menu.
  • You can either create a new template or use an existing one.
  • If you are creating a new template, click on New blank template.
  • Enter the mandatory details and click Create.
  • Click on Add Recipient.
  • Click on Add Recipient under Manage Recipients.
  • Enter the details of the recipient and select an action type from the drop down.
  • Functions of various action types:

(a) Need to sign: A valid signature is required by the recipient

(b) Receives a Copy: The recipient receives a copy of the document but no signature is required.

(c) Approver: The recipient has to approve the document.

  • Click on Save.
  • In case you want to add more recipients, click the "+" and add them and then click on Save.
  • Click on the delete button if you want to remove a recipient.
  • Click on Modify recipients to make any changes to the existing recipients.

  • Click on the 'Up' or 'Down' arrows to interchange the recipients and click Save.
  • If you want to use one of the existing templates, select one of the templates and click on Add Recipient.

  • Enter the role and select the action type for the role. 

a. Enter employee as the role and select an action type.

b. Or, enter Manager as a role and select the action type.

  • Click on the drop down towards the right hand side to modify the manager/employee tokens, if needed.

  • Click on Save.
  • Click on Generate Document.
  • Add a private note to the role(s), if required and click on create.

  • Fill in the rest of the details to compete the remaining steps to generate the document.
  • Click on Save & Preview.
  • Proceed till the last step and click on Submit Document.

Note: The employee/manager who is supposed to sign the document will be receiving the same via email.

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