Manager and Employee Signatures for the eSignature Section

If a document that a manager and an employee work on has the eSignature section enabled on its associated template, the system records and displays the date, time, and electronic signature of these individuals in the eSignature section on the printed version of the document.

Note:

The eSignature section is only supported in review processes that include the employee reviews, which are the Approval Before Employee Review 5-Step, Approval Before Employee Review 3-Step, Approval After Employee Review 4-Step, Approval After Employee Review 3-Step, No Approval, With Employee Review 4-Step and No Approval, With Employee Review 2-Step processes.

The system records eSignatures in a document under these conditions:

• The employee’s electronic signature is captured when the employee acknowledges the document, as shown in the Acknowledged By audit entry. If the manager performs an acknowledgement override, the manager’s electronic signature is displayed on behalf of the employee’s.

• The time when the manager’s electronic signature is captured varies based on the selected review process. The system records the signature:

  • When the manager shares the document with the employee, if the review process is The Approval Before Employee Review (Apvl Before Review) Process - 3-Step, The Approval After Employee Review (Apvl After Review) Process - 3-Step, or The No Approval, With Employee Review (No Apvl with Review) Process - 2-Step process.

  • When the manager submits the document for approval, if the review process is The Approval After Employee Review (Apvl After Review) Process - 4-Step process.

  • When the manager manually completes the document, if the review process is either The Approval Before Employee Review (Apvl Before Review) Process - 5-Step or The No Approval, With Employee Review (No Apvl with Review) Process - 4-Step process.

No electronic signature is displayed, if the associated audit entry is not available.

If the eSignature section is not enabled at the template level, as an alternative, the manager needs to print out the document for both parties to sign manually.