Available for the following plans: Standard, Premium, Platinum, Unlimited
Available for the following User Access levels: Admin
Template types determine who must sign a document before it is finalized. Use the guide below to understand the signing flow for each category.
Signature Requirements
| Document Type | Signatory Requirement | Workflow |
|---|---|---|
| HR Documents | Single | Signed by the Sender only. |
| Employee Contracts | Dual | Signed by the Sender, then the Recipient. |
| Contractor Contracts | Dual | Signed by the Sender, then the Recipient. |
| Other HR Documents | Dual | Signed by the Sender, then the Recipient. |
Non-Signature Documents
The following types do not require digital signatures and are used for information sharing or internal record-keeping:
Policies: Signatures are not supported for this type. These should be managed via the Policy Feature to track employee acknowledgment.
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Knowledge Base: Used primarily for internal HR guides.
Access: Admins only by default. To share with employees, adjust your Security Groups Settings.
Location: Found in the HR Guides section.
Factsheets: Informational documents used within HR guides; no signature required.
Explore related content
- How do I manage HR documents from the employee file? Learn how to select a document, populate variables, and email it directly to an employee.
- Managing Company Policies Discover how to upload your own content or use pre-made templates to share with your team.