If your organization uses DocuSign e-signature templates, you can track and send them from the E-Signature Templates screen in People.
Role feature access: Application Container > People > Employee Profile > E-Signature Templates
To send a template to an employee:
- Go to People, open the employee profile, and click E-Signature Templates.
- Open the E-signature Template list. If a template is configured for use in Dayforce, you can choose it from the list and click Select. The DocuSign sender view appears, where you can customize the template for the employee. For example, you might be asked to add recipients, add documents, provide additional information, and provide the subject and body of the email that will be sent to the recipient.
- Follow the prompts to complete all required fields and send the document.
- Note: If configured, you might be able to overwrite information that is displayed in custom fields. However, any information you change isn’t saved for future use. If the information is incorrect, you must ensure that the employee profile is updated as well. If you add custom fields to the template, the information isn’t auto-populated and you will need to add it manually. It's not recommended to add a custom field to a template more than once.
The employee receives an email where they can click a link to complete the form in DocuSign. They don’t need to log in to Dayforce.
The E-Signature Template History section of the E-Signature Templates screen shows which templates were signed and reviewed, along with their DocuSign workflow status. You can click documents to view them if they are completed, declined or voided.
About DocuSign Templates
These templates are maintained in the DocuSign system and provide several benefits. You can upload, maintain, and track them in DocuSign and use them across your organization outside of Dayforce. You can also assign multiple recipients to review and e-sign the forms. Co-signers can e-sign the templates in DocuSign with no need for a Dayforce account.
Important: These templates are provided solely through integration with the DocuSign template library, aren’t the property of Dayforce and haven’t been designed or reviewed by Dayforce. Use of the templates is optional, and customers assume all risk and responsibility related to their use. Templates shouldn’t be construed as legal, tax or other advice specific to any individual or organization. Customers are responsible for reviewing, testing, and approving all templates configured in Dayforce.
DocuSign will apply charges for each template that is assigned.