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.