Capture Electronic Signatures on your SAP HCM Documents and Contracts

September 10, 2019
Written by Danielle Larocca

Senior Vice-President of HCM Solutions Danielle Larocca has worked in the SAP HCM space for over 20 years. An SAP Mentor and featured speaker at numerous conferences, Danielle has authored four best-selling books on SAP, is the Technical Editor for the SAP Professional Journal, and often the Voice of the Expert on SAPInsider’s Ask the Expert series for HR.

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EPI-USE Labs supports electronic signatures leveraging DocuSign. This functionality is embedded as an output extension/destination inside our Query Manager with Document Builder solution, leveraging the third-party solution DocuSign which allows customers to electronically sign, prepare, act on, and manage documents.

 
Popular Examples of Electronic Signatures for HCM

We wanted to enable the digital, mobile-friendly experiences that employees expect. Employees are required to sign several types of employment-related materials, including the samples in the table below.


Inserting the Signature Placeholder

It’s easy to insert the Signature Placeholder into your document where you want it, as seen below:

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Adding a Signature Requirement is Easy

On your Query Manager screen, simply select the appropriate File Output type DocuSign:

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Customize your email communication.
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Execute your report, and your email will be sent.
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From there, the recipient selects the Review Document Link, and is directed to the DocuSign website.
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The recipient has several options, but the most basic is to continue and sign.
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Select the Sign button.
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The Sender will receive a signed copy of the document.
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Samples of Electronic Signatures for HCM

Area

Use Case

Type

ROI

Compensation & Benefits

401(k) Annual Plan Summary

Acknowledge

High

Staffing Management

Annual Compliance Agreement

Sign

Medium

Employee Onboarding

Background Check Consent

Sign

High

Compensation & Benefits

Benefits Elections

Sign

Low

Compensation & Benefits

Benefits Summary

Notify

High

Staffing Management

Business Card Details/Request

Collect Data

Medium

Safety & Security

Code of Conduct Policy

Acknowledge

Medium

Staffing Management

Compensation Policy/Information

Acknowledge

Medium

Staffing Management

Confidentiality

Sign

Medium

Employee Onboarding

Direct Deposit Authorization

Sign

Low

Employee Onboarding

Drug Screen Consent

Sign

High

Technology

Email Policy

Acknowledge

Low

Employee Onboarding

Emergency Contact Information

Collect Data

Medium

Staffing Management

Employee Annual Review

Sign

Low

Staffing Management

Employee Bonus Agreements

Sign

Medium

Employee Onboarding

Employee Requisition for Headcount

Sign

Medium

Staffing Management

Employee Status Change Request

Sign

Low

Employee Onboarding

Employment Contract

Sign

High

Technology

Equipment Policy

Acknowledge

Medium

Staffing Management

Ergonomic Workstation Evaluation

Approve

Medium

Staffing Management

Ethics Policy

Acknowledge

Medium

Staffing Management

Expense Policy

Acknowledge

Medium

Staffing Management

Harassment Policy

Acknowledge

Medium

Staffing Management

Holiday Schedule

Notify

Low

Employee Onboarding

Application

Sign

Medium

Staffing Management

HR Incident Report

Collect Data

Medium

Employee Onboarding

I-9 Form

Sign

High

Employee Onboarding

ID and Access Badge Responsibilities

Acknowledge

Medium

Technology

Internet Policy

Acknowledge

Medium

Staffing Management

Leave of Absence Request/Approval

Approve

Medium

Employee Onboarding

New Hire Onboarding Checklist

Notify

High

Employee Onboarding

New Hire Welcome Letter

Notify

Low

Staffing Management

Non-Disclosure Agreement (NDA)

Sign

High

Employee Onboarding

Offer Letter

Sign

High

Employee Onboarding

Referral Bonus Form

Sign

Low

Employee Onboarding

Sales Compensation Plan

Sign

High

Safety & Security

Security Awareness Policy

Acknowledge

High

Technology

Social Media Policy

Acknowledge

Low

Compensation & Benefits

Stock Option Agreements

Sign

Medium

Staffing Management

Telecommuting Request/Approval

Approve

Medium

Staffing Management

Termination Agreements

Sign

Medium

Staffing Management

Travel Policy

Acknowledge

Medium

Organizational Development

Tuition Reimbursement

Approve

High

Employee Onboarding

W-4 Form

Sign

High

Labor Relations

Work Opportunity Tax Credit (WOTC) Form

Sign

Low

Staffing Management

PTO/Vacation Request

Approve

Medium

 

This blog covers only a simple example of how you can leverage the DocuSign functionality in Query Manager with Document Builder. There are many more examples. Reach out to learn more, and to see a live demo of our integration.

 SEE HOW DOCUMENT BUILDER HELPED DORSET COUNTY COUNCIL

 

 

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