How do I create manager editable docs for employees to sign?
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"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:
- First, to create the reusable doc template:
Tap: "Menu", "Docs ... all", then "New doc" - And select: "New doc"
- Once it slides out on the right, the first thing to do is to change its type. Open the bottom menu:
- Then tap: Change doc type
- And look for: "Mgr. edits/sends ... emp. signs"
- In the notes, you can see that the manager can edit, and then send a request for the employee to sign the doc.
- The employee can sign, and send the doc back to their manager, but can't edit the doc.
- Once you've set the type for your doc, type in the subject and contents.
- Then optionally, tap the image circle and set the doc's colour and image.
- Currently, your doc, by default, is only shown to you.
- 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.
- Next, to save the template, tap: Save
- To open and request a person to fill in the doc:
Tap: "Menu", then "Docs ... org's" - Tap the name of the doc template that you've recently created.
- Then select the person you'd like to request it be signed by.
- Once it opens, you'll notice that it's personalised to the selected person's name and job title.
- You'll also notice that you can tap Show editor and make changes before sending.
- Next, tap: Get signed (at the bottom)
- And then tap: Yes ... get signed
- Then once it's sent, you'll see the "Doc sent!" confirmation, and you can tap: Close
- 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. - When the person taps Review & sign, the person's taken to 1st Money and shown the doc, ready for signing.
- Once the person's read the doc, the next step is to decide to accept the doc.
- However, for now, the person's got no way to open the rest of 1st Money until either the Accept or Decline is tapped.
- If the person doesn't want to accept, the person can tap Decline, and then type in their reason.
- In which case, you'll be emailed the reason the person declined. Their reason is also stored in: "Docs history"
- Otherwise, the person can tap Accept, and then: I accept & electronically sign
- Next, an email's sent to the person who signed, with an attached PDF that's signed and dated.
- As the person who requested the doc, you'll also get an email letting you know that the doc's been signed.
- To see that the doc's been signed in "Docs history":
Select the person you sent it to, on: "Menu", then "People" - Then tap: "Docs", then "Docs history"
- 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.
- Then tap the "Docs history" row for the doc you recently sent, and you'll see it marked as: "Doc signed"
- And finally, tap the blue "more" link, and you'll see even more details. Including when it was signed, and what emails were used.
![](https://www.1st.money/s.png)
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.
![](https://www.1st.money/s.png)
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!
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