Migrating to the new E-signature Tool

We'll be releasing a new tool that will allow you to create, edit, and manage all of your e-signature request templates within GHO.

When the new tool is released, we will no longer support E-signature Packets. You can still individually assign documents, or you can set up Rules so the documents will be automatically assigned in the Add a New Hire flow. 

 

What's New

  • Map which fields a New Hire should fill out on your E-Signature templates
  • Apply rules for Department, Location, Employment Status and Other Criteria so that the e-signature document will be automatically assigned when onboarding a new hire
  • Assign a countersigner so that an HR person can fill out another part of the document
  • No longer ask support to add an e-signature document to your account

 

What's Changing

  • We will no longer support E-signature Packets
  • You can still individually assign documents or you can set up Rules so the documents will be automatically assigned based on the new hire's Department, Location, Employment Status, or Other Criteria. 

 

I want my documents to be automatically assigned, how can I set that up? 

If you were previously using E-Signature Packets: 

  1. Go to Admin > Settings > Data Flow > E-Signature Templates
  2. Open the filter at the top of the page select Other Criteria, and you will see the names of your Packets. Select the name of a Packet (ex: Nashville Packet)
  3. Select the three dots for a document, and then select Set Rules
  4. Enable Rules by selecting the checkbox
  5. Remove the Other Criteria by selecting the 'x' next to its name (if you do not remove the Other Criteria, the documents will not be automatically applied during onboarding)
  6. If the document should be assigned to all new hires, do not select any Rules
  7. If the document should be assigned to specific employees select the specific Department, Location, Employment Status, or Other Criteria. 
  8. Once you have updated your templates, go to Onboarding Plan > Introduction, and delete the Other Criteria named after the old E-signature Packets

If you were not using E-Signature Packets: 

  1. Go to Admin > Settings > Data Flow > E-Signature Templates
  2. Select the three dots for a document, and then select Set Rules
  3. Enable Rules by selecting the checkbox
  4. If the document should be assigned to all new hires, do not select any Rules
  5. If the document should be assigned to specific employees select the specific Department, Location, Employment Status, or Other Criteria. 

 

Can I see what the new tool looks like? 

Of course!

Screen_Shot_2017-12-19_at_3.54.39_PM.pngScreen_Shot_2017-12-19_at_3.59.43_PM.pngScreen_Shot_2017-12-19_at_4.00.36_PM.pngScreen_Shot_2017-12-19_at_4.00.47_PM.png

Have more questions? Submit a request