Request an electronic signature through the Docusign service

Request an electronic signature through the DocuSign service. When the case state changes to Ready, the flow triggers and creates DocuSign 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 DocuSign system before requests can be made. See Integrating with the DocuSign service for more information.

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 you are creating the case for.
3. In the Case Details section, in the HR service field, select an HR service.
   • Request Signature using DocuSign on Adhoc Document
   • Request Signature using DocuSign Template
   • <Name of custom HR service>
   
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 DocuSign tasks for all of the signers. For parallel signing, the tasks are assigned all at once. For serial signing, the tasks are assigned in the order defined.

Note:

• The tasks are created using the HR task template named DocuSign 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 cancelled from platform, you must manually cancel the associated flow. Otherwise, the flow will remain 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.
• Signers must complete their DocuSign tasks through a self-service portal such as the Employee Center. Signing in platform is not supported.

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