Lifecycle Events - Create E-signature Document HR task through Lifecycle events

[Kachu]

Hi Everyone, I have a requirement where i need to create a E-signature document i.e HR document template through lifecycle events(onboarding process) i tried as shown in below but the document doesn't show up. can anyone provide me solution how can i achieve this ?

Thank you.

[Shaqeel]

Hi @Kachu 

You can follow these steps:

1. Create a Document Template:
- Navigate to HR - Administration > Document Templates.
- Click New to create a new document template.
- Fill in the necessary fields such as Name, Table, Active, Document Type, Content, etc.
- Click Submit to save the document template.

2. Create a Lifecycle Event:
- Navigate to HR - Lifecycle Events > Lifecycle Event Types.
- Click New to create a new lifecycle event type.
- Fill in the necessary fields such as Name, Table, Active, Description, etc.
- Click Submit to save the lifecycle event type.

3. Create a Lifecycle Event Activity:
- Navigate to HR - Lifecycle Events > Lifecycle Event Activities.
- Click New to create a new lifecycle event activity.
- Fill in the necessary fields such as Name, Table, Active, Description, Activity Type (choose Document Signature), Document Template (choose the template created in step 1), etc.
- Click Submit to save the lifecycle event activity.

4. Add the Activity to the Lifecycle Event:
- Navigate to HR - Lifecycle Events > Lifecycle Event Types.
- Open the lifecycle event type created in step 2.
- In the Activities related list, click Edit.
- Add the activity created in step 3 to the list.
- Click Save.

5. Trigger the Lifecycle Event:
- The lifecycle event can be triggered manually or automatically based on certain conditions.
- For manual trigger, navigate to HR - Lifecycle Events > Lifecycle Events, click New, fill in the necessary fields, and click Submit.
- For automatic trigger, you can use business rules or script includes to trigger the lifecycle event based on certain conditions.

6. Sign the Document:
- Once the lifecycle event is triggered, the document will be sent to the designated person for signature.
- The person can sign the document by navigating to the My HR Documents module, opening the document, and clicking Sign.

Please note that the exact navigation and fields may vary based on your ServiceNow version and configuration.

Mark Helpful/Solution 🙂

Regards

Shaqeel

[michaelj_sherid]

@Kachu I first would recommend to use the new Document Templates instead of the HR Document Templates. These are 2 different functions and the Document Templates are newer and also referred to as "Advanced Forms" where you can allow the user to enter data directly into the PDF, the HR Document Templates do not allow this. With that said, it is not common to attach the document template directly to the lifecycle event, but typically are attached to a child case of an overall lifecycle event. This all depends on your use case, so I am just stating the common practice. If you can detail the specific use case, we can give refined guidance on what fits best for your use case.

If my answer has helped with your question, please mark my answer as an accepted solution and give a thumbs up.

Regards,

Mike