Wrkplace HR allows employers to setup any number of document templates and email new or existing employees for electronic completion and signature.
This article details how to:
- Offer a position to your preferred candidate; and
- Send a document template for electronic signature at any time.
Please review how to create document templates for electronic signature before reading this article.
Offer a position to your preferred candidate
When reviewing applicants, change the Applicant’s stage to OFFER.
You can then automatically add the applicant as a new employee into Wrkplace HR. This saves you manually adding details.
Proceed to add other details into the employee record, including all employment and payroll details.
Then, in the Documents tab, send a document for eSignature and select your preferred document template. For example, you may have three Letter of Offer templates – Full Time, Part Time and Casual Employees – each with the specific terms of employment that apply.
An email window will open displaying a “letter of employment offer” email template. You can edit any of the text, but ensure you do not edit or move the URL of the document. This URL provides your employee with an easy way to click and sign.
Upon sending, you will see the document added to the Documents tab in the Employee record, along with the date the document was sent.
Upon the employee signing the document:
- you will be emailed a PDF version of the signed document;
- the signed document will be saved and viewable in the Documents tab
- the Signed Date will be updated
Send Document for e-signature at any time
At any time you can populate any of your templates with data from an employee record and send for e-signature.
This is perfect for sending a new employee form / Tax File Declaration Form / Superannuation Choice form to new staff members who have accepted employment. Or perhaps you have a health questionnaire to send, or specific workplace policies.
- Navigate to Wrkplace > Configure > People
- Select the Employee
- Review Personal Information, Employment and Payroll information, and update where necessary. Some or all of this data may be configured to display in your templates
- Navigate to the Documents tab
- Click Send Document for e-Signature button
- Select the Document Template
An email window will open. You can choose from two email templates:
- a “letter of employment offer” template; or
- a blank email template
After selecting your preferred email template, modify the email content if you desire.
Ensure you do not edit or move the URL of the document. This URL provides your employee with an easy way to click and sign.