Configure E-Signature for Offer Letters

Before You Begin: Your organization must have an account with DocuSign, and your DocuSign account must have the "Supplemental Documents" properties set up if you want to use that functionality for offer letters.

Dayforce integrates with DocuSign to allow candidates to electronically sign an offer letter when they accept a job offer. This allows you to obtain a record of their signature without requiring you to print out the offer letter and have the candidate sign later. You can also include one or more supplemental documents with the offer letter. This allows you to verify that candidates have reviewed and accepted the documents as part of the signing process.

Note: You don’t need to define the offer letter form as e-signable in the Form Configuration tab of Workflow Administration > E-Signature Configuration. This tab is only required for forms that are completed in Dayforce (such as Onboarding forms).

To configure the e-signature functionality:

1. Go to System Admin > External Integrations and set up an e-signature external integration for your OAuth 2.0 authentication. See Configure E-Signature Authentication.
2. (Optional) In the e-signature external integration you just set up, select the Allow Supplemental Documents checkbox to include the documents that are attached to an offer letter in the envelope sent to for electronic signature. When selected, candidates will have to review and accept any documents attached to their offer letter as part of the signing process. Click Save.
3. In the Features tab of System Admin > Roles, assign the necessary user roles access to the Recruiting > Job Requisitions > Include E-Signature in Offer Letter feature. This role feature allows users to enable the e-signature functionality for job requisitions.
4. Enable the e-signature functionality for new or existing job requisitions by selecting the Include E-Signature for Offer Letter checkbox in any of the following places:
   • The Job Requisition form
   • The Add New Requisition wizard (in Recruiting > Job Requisitions)
   • A job requisition's Details tab (in Recruiting > Job Requisitions)
5. When the Include E-Signature for Offer Letter checkbox is selected, candidates who are sent an offer letter for that job requisition are automatically taken to the DocuSign e-signature page when they click Accept.
5. (Optional) If attaching supplemental documents is allowed for your DocuSign account (see step 1), send the offer letter from Recruiting with attachments. For more information about adding attachments to offer letters, see Select Attachments.

When candidates click Accept in an offer letter configured to request an e-signature, they are automatically taken to the DocuSign e-signature page. If there are supplemental documents attached to the letter, the candidate must review and accept each document before completing the signing session. For more information about the candidate experience, see Accept an Offer with an E-Signature.

For information about how offers with e-signatures are displayed in Recruiting, see Offers with E-Signatures.