Signatures

this feature is currently in alpha be one of the first customers to try it! please share any feedback with the charthop team how to setup a alpha feature contact charthop support or your csm if you have one they can activate the feature for you read below for setup instructions and context on how the feature will work packages basic basic | | hris hris | | headcount planning | headcount planning | compensation reviews | compensation reviews | performance | performance | engagement engagement request a signature there are several ways that you can request a signature on a document depending on the workflow you are trying to support currently the only built in user roles that have the ability to request signatures are owner docid\ o icgvk94idcunziuntvi org editor docid\ bjjp5452iexgnxyilrdpq people ops admin docid\ o6czgwxjekfaefkwz1l6b people ops admin (no comp data) docid\ xxw0l5uxlyl qshsamtbm note that files containing compensation information should be categorized as part of the "compensation" category in order for them to be blocked from users with this role people ops admin (no sensitive data) docid\ xozkhw57nzvossnsh wmt request via the profile the simplest way to request a signature is to do so via a file stored on the person's profile to request a signature via the profile navigate to the files tab within the profile upload the document that you would like to have signed or select a document you previously uploaded within the document viewer, navigate to the signatures tab on the right info panel click request signature then select who you would like to request a signature from select send request the person will then be notified and will have a task on the charthop home page request via an automated action coming soon signing a document in charthop for a guide on the signing expeience see signing a document in charthop docid\ sfnfl4h1rig6xcgkl43sc canceling a signature request if you need to make changes to the document or need to cancel the signature request for any reason, you may do so before it has been signed anyone with the ability to request signatures can also cancel signature requests to cancel a signature request navigate to the files tab within the profile navigate to the document that is awaiting signature within the document viewer, navigate to the signatures tab on the right info panel click the cancel request button confirm that you would like to cancel the request by clicking cancel request in the dialog faq what files types are supported? currently, you can only request a signature on a pdf file how many people can sign the document? currently, you can only one person can sign a document which name can users sign with? the signee can sign with any case sensitive combination of their first name or preferred first name and their last name or preferred last name see more information on charthop's name docid\ w1goorp7tqsqzcwiq8hzs fields who can sign documents? current, documents can only be signed by people who currently can login to charthop (ie not someone who is pre boarding and without a company email/sso) we expect to support pre boarding folks in the future common documents to have signed in charthop acknowledgement of legal or company policies (attendance, anti sexual harassment, etc ) onboarding / offboarding paperwork promotion letters compensation letters performance improvement plans (pips) acknowledgement of having read employee handbook offer letters separation agreement piia or ciia document sales commission plan relocation/transfer agreement qualifications, training or acredidations