e-Signatures Management Overview

JazzHR partners with HelloSign to send and complete eSignature documents.  Each person using eSignatures receives a free HelloSign account. Simply go to the link here to input the email address you use in JazzHR and hit the "forgot password" link to create a password. You can manage notifications and other settings in HelloSign through your free account!

Candidates and other signers will complete eSignature requests by clicking links from emails coming from HelloSign. With eSignatures, JazzHR enables users to easily and securely manage the approval and signing process of a wide array of new hire documents such as:

  • offer letters
  • pre-employment documents such as reference check authorizations, paper applications, and paper qualification tests
  • on-boarding documents such as nondisclosure agreements and employee covenants

The first part of automating and digitizing this process is to create eTemplates for your frequently used documents.

How to Create eTemplates

eTemplates are a package of one or more documents intended to be used repeatedly for an e-Signature process. Once documents are uploaded, you can add them to an eTemplate for use with candidates and new hires across your JazzHR account. Here's how to get started:

1. Documents and eTemplates are accessible by roles with Administrator privileges through Settings > Templates > Documents. JazzHR recommends you begin by uploading documents into a logical folder structure for yourself and your team.

2.  To create an eTemplate, click +New Document > Create eTemplate

3.  Choose a destination folder from the drop down menu and name the eTemplate.

4.  Click +Add Documents to select the documents to be signed or shared. You can add up to 10 documents to a single eTemplate.

5.  Next, add Signer Roles to the eTemplate. Signer Roles are logical labels for who should sign the documents and in what order. You can add up to 10 signer roles on an eTemplate. If these will be changing each time, you should use something a bit more general, such as "Hiring Manager" or "Regional Director".

6.  Type the name of a Signer Role in the field and click Add.

7.  Once complete, click Assign Fields to add e-Signature fields to the documents.

8.  Add fields to the documents by dragging and dropping them onto the document. Each signer role you added must be assigned to at least one field. Once a field has been added to the document, select which Signer Role is responsible for completing it and if it is required or not.

10.  When finished adding fields to the eTemplate, click Continue.

11.  The eTemplate is now created!  You can either Test This Template or Return to Documents

​Now that you've setup your eTemplates, you can use them to send an eDocument to a candidate, new employee, or internal signer.

Frequently Asked Questions

Do I have to assign these fields and save every time I send an eDocument?

No you do not, once you create an eTemplate you can send it along easily with the fields already assigned! Note: eTemplates functionality is a bit different than sending an Offer letter. You will have to drag and drop the signer fields on an offer, but if you build out an eTemplate, these are already built.

What kinds of documents can I create using eTemplates?

You can use eTemplate for any documents you require candidates to complete as a part of your onboarding or application process: W4s, I9s, applications, or NDAs. 

How secure is HelloSign?

For more information HelloSign's security, you can check out this link.

Once I send an eDocument, how often are reminders sent to those awaiting signatures?

HelloSign will send a reminder email to eDocument recipients on the 3rd and 7th day.

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