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How do I create manager editable docs for employees to sign?

Manager editable docs signed by employee4:55

"How do I create manager editable docs for employees to sign?"

With HR Docs, you can create a manager editable doc template for employees to sign, and send back to their manager.

To store your doc as "Mgr. edits/sends ... emp. signs", and then request a person to sign it:

  1. First, to create the reusable doc template:
    Tap: MenuDocs ... allNew doc
  2. And select: "New doc"
  3. Once it slides out on the right, the first thing to do is to change its type. Open the bottom menu:
  4. Then tap: Change doc type
  5. And look for: "Mgr. edits/sends ... emp. signs"
  6. In the notes, you can see that the manager can edit, and then send a request for the employee to sign the doc.
  7. The employee can sign, and send the doc back to their manager, but can't edit the doc.
  8. Once you've set the type for your doc, type in the subject and contents.
  9. Then optionally, tap the image circle and set the doc's color and image.
  10. Currently, your doc, by default, is only shown to you.
  11. For an manager editable doc, there's no need to change it, unless you need other managers to send the doc to their employees too.
  12. Next, to save the template, tap: Save
  13. To open and request a person to fill in the doc:
    Tap: MenuDocs ... org's
  14. Tap the name of the doc template that you've recently created.
  15. Then select the person you'd like to request it be signed by.
  16. Once it opens, you'll notice that it's personalized to the selected person's name and job title.
  17. You'll also notice that you can tap Show editor and make changes before sending.
  18. Next, tap: Get signed (at the bottom)
  19. And then tap: Yes ... get signed
  20. Then once it's sent, you'll see the "Doc sent!" confirmation, and you can tap: Close
  21. To see how it looks when the person receives the manager editable doc request:
    When the person receives your request, it includes a blue Review & sign button.
  22. When the person taps Review & sign, the person's taken to 1st Money and shown the doc, ready for signing.
  23. Once the person's read the doc, the next step is to decide to accept the doc.
  24. However, for now, the person's got no way to open the rest of 1st Money until either the Accept or Decline is tapped.
  25. If the person doesn't want to accept, the person can tap Decline, and then type in their reason.
  26. In which case, you'll be emailed the reason the person declined. Their reason is also stored in: "Docs history"
  27. Otherwise, the person can tap Accept, and then: I accept & electronically sign
  28. Next, an email's sent to the person who signed, with an attached PDF that's signed and dated.
  29. As the person who requested the doc, you'll also get an email letting you know that the doc's been signed.
  30. To see that the doc's been signed in "Docs history":
    Select the person you sent it to, on: MenuPeople
  31. Then tap: DocsDocs history
  32. Once it slides out on the right, you'll see a list of all the docs that've been sent to, or signed by the person.
  33. Then tap the "Docs history" row for the doc you recently sent, and you'll see it marked as: "Doc signed"
  34. And finally, tap the blue "more" link, and you'll see even more details. Including when it was signed, and what emails were used.

Keep in mind that:

  • Once you've set a manager editable doc to being reusable by "Everyone", all your people can now find it in the list of docs.
  • However, your people can't sign it until it's been sent to them by an admin or their manager.
  • Requiring that the doc be sent by an admin or manager ensures that all signed copies have managerial approval.
  • Also, only people with full org admin permissions can create a manager editable doc.

You may notice:

  • That building a library of manager editable employee signable docs, can make all your custom HR processes much more manageable. Example HR processes that need to be edited by the manager include:
  • Changes in work responsibility.
  • Renegotiation of work benefits.
  • Custom disciplinary agreements.
  • And much more.

And that's it! That's everything you need to know about making manager editable docs that can be requested, signed, and sent back to you!

Updated: Sat, Feb 10, 2024.

© 2020–2024 1st Money UK Holdings Ltd. All rights reserved.