The E-Signature report in Greenhouse Onboarding helps you easily track which documents have been signed by your new hires. Located on the Reports page, this feature allows you to view the status of all required e-signatures in one centralized report.
View E-Signature report
To find your E-Signature report, select Reports in the top navigation bar.
Select View E-Signature report in the Reports panel.
On the E-Signatures page, you'll find a report with a list of all e-signatures assigned to new hires by your organization.
E-Signature report fields
|Field name||Field info|
|Template Name||The e-signature template sent to your new hire|
|Signer||The new hire assigned to this e-signature|
|Signer Start Date||The new hire's start date|
|Counter Signer||If required, the assigned counter signer for this e-signature|
The status of this new hire's e-signature document:
|Assigned At||The date this e-signature was assigned to your new hire|
|Assigned By||The user in your organization who assigned this e-signature|
|Signed At||The date your new hire completed this e-signature|
You can filter your E-Signature report for increased visibility to quickly find specific e-signature documents. In the Filter by panel, use any of the following filters to narrow your report results:
Click Reset Filters to clear your filter selections and see the entire list of assigned e-signatures for your new hires.
Filter by signer
To filter e-signatures by new hire, click the Signer dropdown and select a new hire from the list. The report will automatically display all e-signatures signed or waiting to be signed by this new hire.
Filter by counter signer
To filter e-signatures by their assigned counter signer, click the Counter Signer dropdown and select a counter signer from the list. The report will automatically display all e-signatures signed or waiting to be signed by this counter signer.
Filter by status
To filter e-signatures by document status, click the Status dropdown and select one of the available statuses. The report will automatically display all e-signatures with that status.
Filter by template name
To filter e-signatures by document template, click the Template Name dropdown and select a template from the list. The report will automatically display all assigned e-signature requests using that document template.
Export your E-Signature report data to a downloadable CSV file to improve efficiency and keep a record of your current e-signature completion rates.
To export your E-Signature report, click Bulk Select.
Select the checkbox next to each e-signature you'd like to export. You can also click the checkbox in the report's top left corner to select all available e-signature data.
Click Export to CSV. Next, you'll be asked to Confirm your export.
Once your exported file is complete, click Download to download your E-Signature report.