If the document type of the e-signature template you are using is an HR document template, then you must select the HR document template that the signatory will sign on the HR case form.

Before you begin

Role required: sn_hr_core.basic or sn_hr_core.case_writer

Depending on the HR service you are using to request the e-signature, you may need to configure the HR case form so that the PDF template field appears and an HR document template can be selected.

Procedure

  1. Navigate to HR Case Management, and create a new or open an existing HR case.
  2. On the HR case form, in the PDF Template field, select an HR document template.
    Note: If the PDF Template field is not visible, make sure that the HR case form for the HR service you are using is configured to show that field. See Configure the HR case form for an HR service for more information, and also HR case form configuration examples for an e-signature-specific example.
    On the HR case form, in the PDF Template field, select an HR document template.
  3. Assign the case to a user.
  4. Click Ready to Work.

What to do next

The user to whom the case is assigned can:
  1. Click Start Work.
  2. Click Preview Document.
  3. From the Preview Document window, click Generate to generate the document for signing. The document to sign is added as an attachment to the HR case form.