How to do E-Signature/sign a document in HR tasks

[swaghosh]

hello,

I have a lifecycle event and in that event there is an activity in one activity set. In the activity a HR service will be triggered and under that HR service there will be a HR task generated. In that HR task, I need the subject person to sign a document. Once document is signed, signature will be embedded in the HR task and HR case created from that HR service.
I know this is possible in hr case level but is it possible in HR task level.

[abirakundu23]

Hi @swaghosh ,

Please refer below link: ServiceNow - Creating E-Signature for HR Document (youtube.com)

Get more insights: E-Signature/Document Template FAQ - Support and Troubleshooting (servicenow.com)

Please mark helpful & accept answer if it's helpful for you.

[mackinley]

We were not ever able to do this at a HR Task level.

We were able to accomplish this by doing the following:

1. Create your Document Template [sn_doc_template] (PDF or HTML).
   1. Note that this is NOT an HR Document Template [sn_hr_core_document_template]. If you can not find this check that you have the "Document Templates" application installed.
   2. Set the `Table` of the Document Template to either HR Case [sn_hr_core_case] or a more specific CEO table if you need (like the one you plan to use for your HR Service)
   3. Fill out other fields as required
2. Create your HR Template [sn_hr_core_template]
   1. Set the `Document Template` field to the one you created in step 1
   2. Set the table to the same table specified in the Document Template or a child table of it.
   3. Fill out other fields as required
3. Create your HR Service [sn_hr_core_service]
   1. Set the `CEO` (via the `Topic detail` field) to the same table specified in the HR Template or a child table of it.
   2. Decide how/when you want the Document and signing tasks to be generated (Automatically when case `State` is set to "Ready" or manually via UI Actions. Add "Automatically Initiate Document Tasks" to the `Case options` field if desired. See: https://docs.servicenow.com/csh?topicname=task-mapped-participants.html&version=latest
   3. Save to stay on new HR Service form
   4. Set the `Template` to the HR Template created in step 2
   5. Fill out other fields as required
4. Create your Activity [sn_hr_le_activity] in your Lifecycle Event
   1. Set `Activity type` to "Fulfiller"
   2. Set `Fulfiller activity` to "HR Service"
   3. Set `HR service` to the one created in step 3
   4. Fill out other fields as required

When all the Document Tasks are complete the generated document will be attached to the Case created by the Activity from step 4.

One thing to be aware of is that the task to Sign a document will not be a HR Task [sn_hr_core_task] but will be a Document Task [sn_doc_task]. This is be design and required since their are fields and flows associated with Document Tasks. The parent of the Document Task will still be the Child HR Case of the LE Case.

[Ishaq-Brian]

nope not working!