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August 2016 Release - Electronic Signature (Esignature) Enhancements & Changes (video)

Amy -

***Please read if your PeopleMatter Account Name contains a generic name (i.e Store Manager)***

The E-Signature enhancement coming out in our August 2016 release will impact users using shared logins. Starting August 20, 2016, e-signatures will automatically pull the First Name and Last Name from the user’s account information, and users will no longer have to type in that information.

***For managers using shared logins (multiple people using one account), this means any onboarding documents that require an e-signature (I-9 form, custom tasks, etc.) will automatically apply whatever is stored in the account. If the first name is "Store" and the last name is "Manager," the e-signature will show as "Store Manager" for any manager e-signed tasks.***

  • Esignatures is a way for applicants and employees to electronically sign documents in PeopleMatter. In the past, the employee/applicant would check a checkbox, plus they had to enter their names in fields labeled First Name and Last Name on every item requiring an esignature. To make workflows more efficient, and still be legally compliant, the esignature process has been updated.
  • In this release, we are removing the first name and last name fields from the screen, but will still capture the first and last name from the person’s record. We will store their name information, along with the date and time that the item was signed for the electronic signature. We are also updating the checkbox language that used to refer to these fields. As always, the checkbox is required to be checked by the user in order to continue in the process. By selecting the box and clicking a button, the applicant or employee is taking two actions to provide an electronic signature acknowledging they have read, understand, consent and agree to the related item. The esignature information will still be viewable from the workfile and admin views as it was before.

 

Additionally, the E-Signature enhancement coming out in our August release will impact users using shared logins. Starting August 20, e-signatures will automatically pull the First Name and Last Name from the user’s account information, and users will no longer have to type in that information.

***For managers using shared logins (multiple people using one account), this means any onboarding documents that require an e-signature (I-9 form, custom tasks, etc.) will automatically apply whatever is stored in the account. If the first name is "Store" and the last name is "Manager," the e-signature will show as "Store Manager" for any manager e-signed tasks.***

 

Feature Overview:

  • The first and last name fields on eSign will be removed, but still captured in the database from the person’s record.
  • Printed versions will continue to show the individual’s first and last name in the eSignature section along with the date & time signed.
  • All eSignatures captured prior to the release, in the first/last name format, will remain in PeopleMatter.

 

 

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