eSignature Consultant Invoice Made Easy

E signature consultant invoice

[Music] here's a video demonstration about SuccessFactors integration with two types of electronic signatures from vid signer this example will cover a job requisition process in the successfactors recruiting module will include an employment contract that must be signed by the candidate and the person in charge of Human Resources even though the integration works for any document from human resources such as an update on the Environmental Health and Safety policy for example as employee contract will use a document outside successfactors with a series of fields or tokens that will be self filled with the information from the candidate and the human resources executive that already exists in success factors will also extract the necessary data for the signature such as the email or the telephone number we access to the template management module for digital signature which is the module developed for this integration to prepare the contract to be electronically signed we can select a new template that is an external one or an existing one in this example we use the contract template that we have already seen being a new template we must associate it with the relevant SuccessFactors module we can see that the document is already in SuccessFactors but it needs to be prepared for the electronic signature process to do this we have to define the successfactors roles in the document associated with the signers then we should define the type of signature or signature channel that each signer is going to use we choose remote so that they'll receive an email to start the signing process and centralized a signature with a certificate this screen also indicates which page is defined to stamp the signature graph and if the position has been configured or is placed with a default position afterwards we'll define the position where we want to place the graph of the signature for each of the signers once prepared we have to publish it so we inform the system that it is ready to use now we go to the recruiting process and create the job requisition once it's completed we can select the contract template to sign this is the one that we have previously created we go through the approval flow of the job requisition once we finish the creation of the application the candidates will apply and the corresponding interview processes will be carried out in the recruiting module we see the different candidates and if any of them are pending to sign a contract that means that job requisition has ended the candidate is now in the documentation signing stage which means that the signing process has been triggered and a notification has arrived to start the process we are now going to see the process of collecting signatures with vid signer starting with the signature of the candidate who is going to sign with the remote signature they'll first receive an email with a link to the document then we'll have to access the document on the vid signer dashboard they'll be able to receive it where the tokens already converted to the corresponding words the signer can then proceed to accept the signature and they will be able to sign it with the one-time password that has been sent to their mobile phone this is the telephone number an email that we have obtained from the existing data in successfactors finally they can make the signature graph and finish the signature process for the hiring manager role we have defined that they'll be using a centralized signature so they will access to the signature web portal from any device with a browser and enter their username and password they'll be able to see the documents with pending signatures select the one associated with this process and read it they can check that the candidate has already signed accept the signature choose their certificate enter their pin and complete the signature process in a few seconds both signers will receive by mail a copy of the signed contract if we define this action going back to the success factors recruiting module we can see that the candidate has automatically passed from the documentation signing stage to the next phase entering in their profile we can see at the bottom that there is a section about documents signed with vid signer in which we'd find both the signed document and the report on the evidence collected in the signing process we see the signed document with its corresponding graphs and digital certificates and we can check the report document with the evidence collected during the signature process as we have seen in this example we have signed with the centralized signature that is with a digital certificate and with the remote signature for a job requisition this integration works for any Human Resources document and process [Music] you