Signatures

https //www charthop com/pricing/ basic basic | | hris hris | | headcount planning | headcount planning | compensation reviews | compensation reviews | performance | performance | engagement engagement this is an overview for admins on how to request signatures and manage signature requests see docid\ sfnfl4h1rig6xcgkl43sc for information on signing a document 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 docid\ o icgvk94idcunziuntvi docid\ bjjp5452iexgnxyilrdpq docid\ o6czgwxjekfaefkwz1l6b 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 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 the send document for signature step within an automated action allows you to request a signature on either a generated template (such as a promotion letter) or a uploaded pdf (such as an employee handbook) request a signature on a pdf set up you docid\ prti425guur8bjnfonivj as a template using the document type uploaded file option follow the instructions above for linking the docid\ lt2ej7nqsjhebkll5xmaz field and configuring the the docid 6k2uhp22mlgnhaovzq0yx action step request a signature on a template set up you docid\ prti425guur8bjnfonivj as a template using docid\ udtiyep98g atcreptgau for variables and format the document as you would like follow the instructions above for linking the docid\ lt2ej7nqsjhebkll5xmaz field and configuring the the docid 6k2uhp22mlgnhaovzq0yx action step signing a document in charthop for a guide on the signing expeience see 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? multiple people can sign the document just add the signatories when setting up the request currently the order of signing is not enforced, so all people will receive the request to sign at the same time 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 docid\ w1goorp7tqsqzcwiq8hzs fields who can sign documents? current, documents can only be signed by people who currently can login to charthop 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