Signatures
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:
- 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.
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.
Coming Soon
For a guide on the signing expeience see: Signing a document in ChartHop
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.
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 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.
- 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
