Adding a Custom Document

While our system has the federal W4, offer letters, and the I9 already set up for electronic signature by your new hires or current employees, there are times when you might need something custom created for your employees to complete and sign.

Examples of use for this would be to obtain signatures on state W4's, non-compete agreements, background check authorizations, and any other documents you want your employees to sign electronically and have saved in their file. 

Watch this video or keep reading, or do both!

Navigate to the Documents section in the left navigation and click it. 

Click on the "New Document" button in the top right. 

Name your document and upload a PDF file.  

Click the "Upload" button in the bottom left. 

Drag the fields that you want your employee to complete on to the document. 

Once you have the fields added, click "Save".

You can now create a task directly from this screen or add the document to your onboarding process by following the steps below.

Click on the Gear Icons in the top right of the screen. 

Click Onboarding in the left navigation and then select Onboarding Tasks on the right. 

Click "Add Task"

You can then give the task a name, description, when it is due, who should get it, and select the document you just added from the dropdown at the bottom. Here is an example:

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