Why is this important?
By subscribing to the e-signature option, you can send various types of documents to employees for secure online signature.
The e-signature option can also be used to have employees sign attendance sheets on a weekly basis.
How do I send documents for signature?
Access the e-signature option
The e-signature option is accessible from the Employees > Documents section.
All documents added to employee records can be sent for e-signature, whether created using a Skello document template or imported from outside.
Imported documents must be saved in PDF format before they can be sent for signature.
When a document is created via a template
When you create a document via a Skello document template, it can be sent for signature immediately after creation.
When the document creation is finalized, a window appears to confirm that the document has been saved in the employee's space, and offers to send it for signature or simply by e-mail, without e-signature.
If the document is not sent for signature at this stage, it can be sent later via the saved document.
Once the document has been saved or imported into the employee's space
Click on the three dots to the right of the document line.
Choose Send for signature.
Select signatory(ies)
A window appears to select the recipient(s) of the document for e-signature.
By default, the document is sent to the employee whose space contains the document.
A second signatory can be added: only managers with System Administrator or Advanced Master permissions can be selected as second signatories.
To be selected, the manager must have a valid e-mail address entered in his or her file.
You can add the employee's and manager's initials to the bottom of each page of the document by checking the “Add initials to bottom of each page” box .
Prepare the document before sending
Once the signatory(ies) has (have) been selected, a new window opens to allow you to view the document in order to :
Review the document content before sending.
Place the insert for the signature(s) on the document.
Click on the arrows to the right and left of the document to navigate between pages. Click on the magnifying glass icon to enlarge the page.
Click where the signature is to be placed on the page. A preview is displayed to help you define the placement of the signature.
If the signature is not correctly positioned, click on the cross to the right of the signatory's name to change the placement.
Send document for signature
Signatories receive an e-mail inviting them to sign the document. They can access the document, read it and choose to sign it.
The words “Read and approved” and the date of signature are automatically added below the signatory's signature.
Automatic reminders are sent to signatories if they fail to sign the document: three reminders are sent every two days.