Migrate existing HR task templates and open HR tasks to e-signature

Migrate existing HR task templates and open HR tasks to the new HR task type for e-signature with the Migrate HR e-signature tasks scheduled job. The scheduled job automatically updates the HR task type and e-signature template based on your existing configurations. It also disables the old HR task types for credential, e-signature, and sign document.

Antes de Iniciar

Role required: sn_hr_core.admin

Por Que e Quando Desempenhar Esta Tarefa

Importante:

Starting with the Australia release, HR task types: Credential, E-signature (e_signature), and Sign Document will be hidden and no longer activated on new instances, but will continue to be supported. E-signature provides the latest experience for this functionality.

For details, see the Deprecation Process [KB0867184] article in the Now Support knowledge base.

The Migrate HR e-signature tasks scheduled job migrates existing HR task templates and open HR tasks from the Credential, E-Signature, and Sign Document HR task types to the new E-signature HR task type.

Pre-migration	Post-migration

The associated document and signature configurations are also migrated to new or existing e-signature templates. If an e-signature template for the applicable document and signature configuration already exists, then the existing e-signature template is used. Otherwise, a new e-signature template is created.

Pre-migration HR task type	Post-migration e-signature template
Credential	Document type: Managed document Signature type: Credential
E-Signature	Document type: Managed document Signature type: Signature
Sign Document	Document type: HR document template Signature type: Signature

Finally, the HR task types for Credential, E-Signature, and Sign Document are disabled. Only the new HR task type for E-signature remains.

Procedimento

1. Navigate to All > System Definition > Scheduled Jobs.
2. Open the Migrate HR E-signature Tasks scheduled job.
3. Click Execute Now.
   Depending on the data you have, the migration may take some time.
   • Existing HR task templates are updated to the e-signature task type and an e-signature template.
   • Open HR tasks are updated to the e-signature task type and an e-signature template.
   • HR task types for Credential, E-Signature, and Sign Document are disabled.