Acrobat Sign + Workday new hire onboarding

Transcript

Learn about the most comprehensive e-signing solution for Workday using the pre-built Acrobat Sign integration. This workflow follows Robin Sanders, a hiring manager with Paramore Partners, who needs to kick off the onboarding process for a new hire, Janet Davis. From her Workday dashboard, Robin begins the onboarding process for a new hire. Robin adds Janet’s personal information into Workday and then selects Submit. Once submitted, Robin has successfully initiated the onboarding process in Workday for Janet. To begin her onboarding process, Janet logs into her Workday account. On her dashboard, she sees a document that needs reviewing. As part of her onboarding with Paramore Partners, Janet needs to review and sign an NDA. When she selects the document, it automatically opens in a browser. No need to download or install any software. Janet can review the document in full, or she can select the start tag. She just needs to select the Click Here to Sign field. Janet has a variety of signature options to choose from, including typing, drawing, adding an image of her signature, as well as the ability to sign from her mobile device. After choosing to type her signature, Janet enters her name and selects Apply. Her legally binding signature is added to the document. To complete the signing process, Janet first agrees to the terms and then selects Click to Sign. At this point, she is presented with a screen that allows her to download a copy of what she just signed. When she selects Close, Janet also has the option to add additional comments before she submits her signed agreement. When Janet returns to her Workday dashboard, she sees her task item was successfully submitted and is now complete. Now let’s see what the approval and co-signer experience is like. As Robin, the hiring manager, continues with her day, she receives the notification from her Workday dashboard. And just like Janet, Robin selects eSign by Adobe Acrobat Sign to review and sign the agreement. First, she needs to agree to the privacy policy, so she selects Continue. Robin is also directed by a start tag, indicating where she needs to begin. First, she needs to enter her job title and then selects Click Here to Sign. Like Janet, Robin can choose from a variety of signature options, including typing, drawing, adding an image of her signature, as well as the ability to sign from her mobile device. After typing her signature, Robin selects Apply. Robin accepts the terms and selects Click to Sign. Now both Janet and Robin have signed the agreement. At this point, Robin is presented with the same screen we saw earlier that allows her to download a copy of what she just signed. When she selects Close, Robin also has the option to add additional comments before submitting the final agreement. Now let’s take a look at the completed document experience. From Janet’s Workday dashboard, she can view her completed onboarding documents, including the Panelmore Partners NDA Agreement. When she selects Actions and then Worker History, she can see the agreement’s process history, as well as view the original document and final PDF. Not only is the document stored in Workday, but Janet can also download a copy of the signed agreement. Adobe Acrobat Sign adds a tamper-evident seal, denoted by the blue bar across the top of the document, to keep it secure. And that’s just how easy and efficient it is to get new hire documents automatically routed and legally e-signed using Acrobat Sign from within Workday.