This feature is used when an employer’s signature is required on an employee’s documents.
To enable this functionality, user roles and permissions must be configured in the master company settings. Within the onboarding permissions section, enable the "Allow admin signature documents" option for the appropriate user profiles. This grants them the ability to manage their signatures and apply them to relevant documents.
Managing Admin Signatures
Administrators can manage their signatures directly from their profile, located in the top-right corner of the interface. Within the profile settings, there’s an "Admin Signature" option where they can draw or update their signature as needed.
Note: If the "Manage Signature" option isn’t visible for a super admin account, a few extra steps are needed to enable it. To resolve this, either create a new role (such as Compliance Manager) or use an existing one, and ensure the "Allow Admin Signature" permission is enabled for that role.
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Then, assign that role to the super admin user account. This will add signature management capabilities without affecting their existing permissions.
Applying Admin Signatures to Documents
In the document settings, you'll now see a new "Admin Signature" option alongside the "Applicant Signature" field (which is required by default). You can add the admin signature field to any document as needed.
Signing Documents with Admin Signature
To sign documents, go to the "Waiting Final Approval" section for new applicants in the Onboarding module. There, you’ll find a new checkbox that shows the status of required signatures.
When reviewing applicant forms:
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Documents awaiting signature are highlighted in red
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Signed documents appear in green
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Documents that don’t require a signature are shown in blue
When applying an admin signature, you’ll have two options:
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Admin Name – displays the admin’s name with a timestamp
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Admin Signature – displays the admin’s drawn signature along with a timestamp
