Capture Electronic Signatures on your SAP HCM Documents and Contracts

September 10, 2019
Written by Danielle Larocca

Senior Vice-President of HCM Solutions Danielle Larocca has worked in the SAP HCM space for over 20 years. An SAP Mentor and featured speaker at numerous conferences, Danielle has authored four best-selling books on SAP, is the Technical Editor for the SAP Professional Journal, and often the Voice of the Expert on SAPInsider’s Ask the Expert series for HR.

Artboard 1-42

EPI-USE Labs supports electronic signatures leveraging DocuSign. This functionality is embedded as an output extension/destination inside our Query Manager with Document Builder solution, leveraging the third-party solution DocuSign which allows customers to electronically sign, prepare, act on, and manage documents.

 
Popular Examples of Electronic Signatures for HCM

We wanted to enable the digital, mobile-friendly experiences that employees expect. Employees are required to sign several types of employment-related materials, including the samples in the table below.


Inserting the Signature Placeholder

It’s easy to insert the Signature Placeholder into your document where you want it, as seen below:

Image 1
Adding a Signature Requirement is Easy

On your Query Manager screen, simply select the appropriate File Output type DocuSign:

Image 2
Customize your email communication.
Image 3
Execute your report, and your email will be sent.
Artboard 4-18
From there, the recipient selects the Review Document Link, and is directed to the DocuSign website.
Artboard 5-85
The recipient has several options, but the most basic is to continue and sign.
Artboard 6-98
Select the Sign button.
Artboard 7-9
The Sender will receive a signed copy of the document.
Artboard 8-2

Samples of Electronic Signatures for HCM

Area

Use Case

Type

ROI

Compensation & Benefits

401(k) Annual Plan Summary

Acknowledge

High

Staffing Management

Annual Compliance Agreement

Sign

Medium

Employee Onboarding

Background Check Consent

Sign

High

Compensation & Benefits

Benefits Elections

Sign

Low

Compensation & Benefits

Benefits Summary

Notify

High

Staffing Management

Business Card Details/Request

Collect Data

Medium

Safety & Security

Code of Conduct Policy

Acknowledge

Medium

Staffing Management

Compensation Policy/Information

Acknowledge

Medium

Staffing Management

Confidentiality

Sign

Medium

Employee Onboarding

Direct Deposit Authorization

Sign

Low

Employee Onboarding

Drug Screen Consent

Sign

High

Technology

Email Policy

Acknowledge

Low

Employee Onboarding

Emergency Contact Information

Collect Data

Medium

Staffing Management

Employee Annual Review

Sign

Low

Staffing Management

Employee Bonus Agreements

Sign

Medium

Employee Onboarding

Employee Requisition for Headcount

Sign

Medium

Staffing Management

Employee Status Change Request

Sign

Low

Employee Onboarding

Employment Contract

Sign

High

Technology

Equipment Policy

Acknowledge

Medium

Staffing Management

Ergonomic Workstation Evaluation

Approve

Medium

Staffing Management

Ethics Policy

Acknowledge

Medium

Staffing Management

Expense Policy

Acknowledge

Medium

Staffing Management

Harassment Policy

Acknowledge

Medium

Staffing Management

Holiday Schedule

Notify

Low

Employee Onboarding

Application

Sign

Medium

Staffing Management

HR Incident Report

Collect Data

Medium

Employee Onboarding

I-9 Form

Sign

High

Employee Onboarding

ID and Access Badge Responsibilities

Acknowledge

Medium

Technology

Internet Policy

Acknowledge

Medium

Staffing Management

Leave of Absence Request/Approval

Approve

Medium

Employee Onboarding

New Hire Onboarding Checklist

Notify

High

Employee Onboarding

New Hire Welcome Letter

Notify

Low

Staffing Management

Non-Disclosure Agreement (NDA)

Sign

High

Employee Onboarding

Offer Letter

Sign

High

Employee Onboarding

Referral Bonus Form

Sign

Low

Employee Onboarding

Sales Compensation Plan

Sign

High

Safety & Security

Security Awareness Policy

Acknowledge

High

Technology

Social Media Policy

Acknowledge

Low

Compensation & Benefits

Stock Option Agreements

Sign

Medium

Staffing Management

Telecommuting Request/Approval

Approve

Medium

Staffing Management

Termination Agreements

Sign

Medium

Staffing Management

Travel Policy

Acknowledge

Medium

Organizational Development

Tuition Reimbursement

Approve

High

Employee Onboarding

W-4 Form

Sign

High

Labor Relations

Work Opportunity Tax Credit (WOTC) Form

Sign

Low

Staffing Management

PTO/Vacation Request

Approve

Medium

 

This blog covers only a simple example of how you can leverage the DocuSign functionality in Query Manager with Document Builder. There are many more examples. Reach out to learn more, and to see a live demo of our integration.

 SEE HOW DOCUMENT BUILDER HELPED DORSET COUNTY COUNCIL

 

 

Explore Popular Tags

Query Manager SAP SuccessFactors SAP HCM reporting SAP HCM HCM Reporting SAP Reporting SAP Payroll HCM SAP SuccessFactors Employee Central Payroll SAP SuccessFactors Reporting EPI-USE Labs reporting PRISM Payroll Document Builder Payroll reporting Query Manager Analytics Connector SAP Analytics Cloud SAP HCM Data SAP Query Human Capital Management (HCM) Intelligent HR and Payroll Microsoft PowerBI SAP SuccessFactors People Analytics SAP Payroll data Variance Monitor HR and Payroll data Tableau HXM Move Payroll Data SAP HCM Payroll SAP S/4HANA SAP S/4HANA Private Cloud Edition (S/4 PCE) people analytics sap query hr Data Sync Manager Employee Central Payroll Journey to SAP SuccessFactors SAP SAP ERP HCM SAP HCM On-Premise Solutions SAP HCM journey SAP HR Reporting SAP HXM SAP and SuccessFactors HXM Reporting COVID-19 Cloud-based SAP HCM solutions Employee payroll HCM Productivity Suite HR PRISM for HCM (Private Cloud Edition) PRISM free assessment SAP HCM/HXM SuccessConnect reporting solution ABAP DSM for HCM Employee Central Payroll Reporting Employee data GeoClock H4S4 Let's Talk HCM Pay Recon SAP Data Warehouse Cloud SAP HCM Analysis SAP SuccessFactors HCM Journey SAP SuccessFactors Roadmaps SAP data privacy and compliance SuccessFactors Ultimate Guide: SAP HCM & Payroll Options data validation payroll control center Data Sync Manager for HCM Employee Central GDPR HCM, HR OData On-Premise Payroll Query Manager with Document Builder Real-time reporting and document creation SAP Analytics Cloud (SAC) SAP HCM On-premise SAP HCM for SAP S/4HANA On-Premise SAP HR SAP On-Premise customers SAP Payroll to the Cloud SAP Road maps SAP customers SAP data SAP data privacy & security Success Factors SuccessConnect 2019 Tax Reporting Transformation without re-implementation accurate payroll data certification custom infotype data source ebook on-premise SAP HCM s/4HANA Analytics solutions Automated reports Automation Cloud migrations DSM Object Sync for SuccessFactors Hybrid Data Secure Data Types Data analysis Digital tranformation EPI-USE Labs’ solutions Employee Letters Employee communication Free HCM Assessment HR Journey HR employee reports Human Experience Management (HXM) Human Resources Human Resources data Hybrid Reporting SAP and SuccessFactors Hybrid SAP and SuccessFactors Hybrid reporting Hybrid reporting solution Integrated reporting SuccessFactors SAP Intelligent Enterprise Microsoft Excel News OData integration OM Object Sync On-Premise Payroll S/HANA Sidecar On-premise reporting Organization of the data PA PRISM for ECP PRISM for H4S4 People Analytics Workforce Planning Personalized documents Protect personal employee data Report Stories Reporting and analysis Robotic Process Automation (RPA) Robotic Process Automation framework S/4HANA Private Cloud Edition (PCE) SAP Data Privacy Suite SAP Data Security SAP ERP Payroll customers SAP HCM 2023 SAP HCM Roadmap SAP HCM and Payroll customers SAP HCM for S/4HANA SAP HXM 2021 SAP Mentors SAP SuccessFactors Hybrid SAP SuccessFactors Next-Gen Payroll SAP SuccessFactors Release updates SAP SuccessFactors Time Management SAP SuccessFactors Time Tracking SAP Wage Type Reporter SAP certified solution SAP migration SAPPHIRE 2018 SuccessFactors and the Intelligence Enterprise SuccessFactors' Employee Central Payroll TCO Calculator The Report Center The Road to People Analytics Time management Workforce Planning ad hoc data variances easy reporter high-speed, low-risk on-premise SAP data partner roadmap single reporting solution sq01 stories in SAP SuccessFactors People Analytics technology third party ALE STP report ASUG Accessing COVID-19 data Ad Hoc Query American Payroll Association (APA) Analytics Connector Analytics reports Analytics solution Artificial Intelligence (AI) At-risk employees Australian Payroll Australian Tax Office (ATO) Automated analysis and pay run reconciliations Automatic HR reports Best practice in BI Bots Business Analytics Business Intelligence COVID-19 statistics COVID-19 vaccinations Certified solutions ChatGPT Check for data replication errors Client Sync Cloud hosting SAP PCE Company Branding Compare legacy HR and Payroll data Comparing data Configuration Center Copy and mask test data Coronavirus Created timestamp Custom store Customer-specific infotypes DSAG Data Privacy Data Replication Data Sources Data Sync Manager (DSM) Data access Data privacy regulations Data production support issue solution Democratize data Description Diversity & Inclusion reporting DocuSign Document Building Dynamic data ECC EPI-USE ERP Education sector Electronic Signatures Embedded Analytics Edition Employee Central time Employee Central timesheets Employee NICs Employee Retention Analytics (ERA) Employee payment summaries Employee right to privacy Employer NICs Encrypt data FAQ Index Font Guidelines Gender Pay Gap General Data Protection Regulation Governance, Risk Management and Compliance (GRC) Government forms Grid control
+ See More

Get Instant Updates


Leave a Comment: