Request an electronic signature through the Adobe Acrobat Sign service

Request an electronic signature through the Adobe Sign service. When the case state changes to Ready, the flow triggers and creates Adobe Sign tasks for all of the signers. For parallel signing, the tasks are assigned all at once. For serial signing, the tasks are created in the order defined.

Before you begin

An HR integrations administrator must have set up the integration between HR Service Delivery and the Adobe Sign system before requests can be made.

Role required: sn_hr_core.case_writer

Procedure

1. Navigate to All > HR Case Management > Create New Case.
2. In the Search for Employee field, select the employee for whom you are creating the case.
3. In the Case Details section, in the HR service field, select an HR service.
   • <Name of custom HR service>
   • Signature using Adobe Sign
   
4. Fill in the other fields on the form, as appropriate.
   For further details on the form fields, see Create an HR case.
5. Click Create Case.

What to do next

When the case state changes to Ready, the flow triggers and creates Adobe Sign tasks for all of the signers. For parallel signing, the tasks are assigned all at once. For serial signing, the tasks are created in the order defined.

Signers must complete their Adobe Sign tasks through a self-service portal such as the Employee Center. The Adobe Sign task is displayed as a URL in the to-dos page in the Employee Center.

On clicking the URL, the signer is directed to the Adobe Sign system to sign the document. After completing the task, the signer is redirected to the to-dos page in the Employee Center. The status of the Adobe Sign task is not updated immediately because the callback is asynchronous.

Note:

• The Adobe Sign tasks are created using the HR task template named the Adobe Sign task template.
• Auto-close integration type tasks are created using the HR task template.
• Users with the sn_hr_core.admin role can track the flow execution with the Show Flow related link. If a case is canceled from platform, you must manually cancel the associated flow. Otherwise, the flow remains in waiting. To cancel the flow, click the Show Flow related link to open the flow designer in a new window, and then click Cancel Flow.

Table 1. Case and task status change

Action	Result
Document signed by all	Case and tasks closed completed Signed document(s) attached to case and tasks
Document declined	Case and declined task closed incomplete Pending tasks canceled No attachments to case
Document voided or flow errored	Case closed incomplete and tasks canceled No attachments to case